Entrepreneurial Financial Planner

Northwestern Mutual; Farmington (UT); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Licensing support

Retirement plan

Medical, vision & dental

Parental benefits

Job summary

Northwestern Mutual invites motivated individuals to start a financial advisory practice as an independent contractor. You’ll focus on client-building, licensing, and ongoing education to develop a holistic financial planning business.

The role emphasizes training, a path to licenses (SIE, Series 6/7/63, Life/Health), and a performance-based compensation structure with substantial upside potential.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to run a business.
• History of success in client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.

Responsibilities

• Grow your client base by making new connections and building a referral network.
• Build personalized, holistic financial plans for each client.
• Manage client plans to help achieve goals.
• Grow relationships to support clients through life stages.

Skills

Relationship-building

Time management

Continuous learning

Strong communicator

Motivation & drive

Education

Bachelor’s degree

Job description

Northwestern Mutual invites motivated individuals to start a financial advisory practice as an independent contractor. You’ll focus on client-building, licensing, and ongoing education to develop a holistic financial planning business.

The role emphasizes training, a path to licenses (SIE, Series 6/7/63, Life/Health), and a performance-based compensation structure with substantial upside potential.