Entrepreneurial Financial Planner

Northwestern Mutual; Hingham (MA); In loco; USD 150.000 - 200.000; Tempo pieno

Vantaggi offerti da questo lavoro

Licensing support

Tuition reimbursement

Retirement plan

Performance-based earnings

Descrizione del lavoro

Northwestern Mutual is seeking aspiring financial advisors to start their own business within our integrative planning framework. You begin as a financial representative focused on client-building and obtaining licenses, with access to award-winning training and a structured path toward independent practice.

Our compensation is performance-based, and you can shape your workday by choosing a pathway—open an office, join a team, or become an advanced advisor—while receiving robust licensing

Competenze

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Experience in relationship-building or client-facing roles is a plus.
• Excellent time-management skills and motivation.

Mansioni

• Grow your client base by making new connections and maintaining a strong referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage client financial plans to help them achieve goals.
• Grow relationships with clients to support them through life stages.

Conoscenze

Entrepreneurial mindset

Relationship-building

Time management

Strong communicator

Formazione

Bachelor’s degree

Strumenti

Planning software

Descrizione del lavoro

Northwestern Mutual is seeking aspiring financial advisors to start their own business within our integrative planning framework. You begin as a financial representative focused on client-building and obtaining licenses, with access to award-winning training and a structured path toward independent practice.

Our compensation is performance-based, and you can shape your workday by choosing a pathway—open an office, join a team, or become an advanced advisor—while receiving robust licensing