Entrepreneurial Financial Planner

Northwestern Mutual; Decatur (IL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

License & exam support

Retirement package

Medical, vision, dental plans

Parental benefits

Job summary

Northwestern Mutual invites aspiring financial professionals to start as a financial representative, then grow into a financial advisor who builds a client base, creates personalized financial plans, and manages client portfolios. The program emphasizes education, licensing, and a path to business ownership with uncapped earning potential through a performance-based compensation structure.

Training is designed for the first three years, with licenses for Life/ALU, SIE, and Series 6, 7, and 63,

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking and strong communication.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
• Build personalized, holistic financial plans tailored to every client’s unique needs.
• Manage your client’s financial plans to help them achieve their goals.
• Grow relationships with clients to support them through every stage of life.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Continuous learning

Strong communicator

Motivation and drive

Critical thinking

Work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual invites aspiring financial professionals to start as a financial representative, then grow into a financial advisor who builds a client base, creates personalized financial plans, and manages client portfolios. The program emphasizes education, licensing, and a path to business ownership with uncapped earning potential through a performance-based compensation structure.

Training is designed for the first three years, with licenses for Life/ALU, SIE, and Series 6, 7, and 63,