Entrepreneurial Financial Planner

Northwestern Mutual; Grand Junction (CO); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Health insurance

Parental benefits

Job summary

Northwestern Mutual is seeking a financially driven professional to start a business as a Financial Advisor. You’ll educate clients, obtain licenses, and build a practice focused on planning, investments, insurance, and retirement solutions.

You’ll operate as an independent contractor with a performance-based compensation structure and support for licensing, then grow a personal client network and wealth-management practice nationwide.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven ability to build client relationships and networks.
• Strong time-management and motivation to learn continuously.

Responsibilities

• Grow client base by connecting with prospects and referrals.
• Build personalized, holistic financial plans for clients.
• Manage client financial plans to help reach goals.
• Foster relationships to support clients through life stages.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Continuous learning

Critical thinking

Communication skills

Self-motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a financially driven professional to start a business as a Financial Advisor. You’ll educate clients, obtain licenses, and build a practice focused on planning, investments, insurance, and retirement solutions.

You’ll operate as an independent contractor with a performance-based compensation structure and support for licensing, then grow a personal client network and wealth-management practice nationwide.