Entrepreneurial Financial Planner

Northwestern Mutual; Minnetonka (MN); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Parental benefits

Onsite

Job summary

Northwestern Mutual offers a path to build your own financial planning practice as a financial advisor. You start as a financial representative focused on client-building and obtaining licenses, with award-winning training and licensing support to grow your business and serve clients.

As an independent contractor, you shape your schedule, advise clients through all life stages, and earn through a performance-based compensation structure with opportunities for retirement and ongoing education.

Qualifications

• Bachelor’s degree required.
• Licensing required: Life/Accident & Health, SIE, Series 6, 7, 63.
• US work authorization 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

Strong communication

Continuous learning

Motivation and drive

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a path to build your own financial planning practice as a financial advisor. You start as a financial representative focused on client-building and obtaining licenses, with award-winning training and licensing support to grow your business and serve clients.

As an independent contractor, you shape your schedule, advise clients through all life stages, and earn through a performance-based compensation structure with opportunities for retirement and ongoing education.