Entrepreneurial Financial Planner

Northwestern Mutual; Princeton (NJ); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Healthcare plans

Parental benefits

Licensing support

Bonuses and allowances

Job summary

Northwestern Mutual offers a pathway to become a financial advisor by starting as a financial representative focused on client-building and licensing. You’ll train with award-winning programs and work toward independent ownership, shaping your practice and earnings through a performance-based compensation structure.

As part of the training, licenses such as Life/ACC Health, SIE, and Series 6/7/63 are supported.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to build a business.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking skills.
• Strong communication skills.
• Strong motivation and drive.
• 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 ambitions

Relationship-building

Time management

Continuous learning

Critical thinking

Communication

Motivation/drive

Education

Bachelor's degree

Job description

Northwestern Mutual offers a pathway to become a financial advisor by starting as a financial representative focused on client-building and licensing. You’ll train with award-winning programs and work toward independent ownership, shaping your practice and earnings through a performance-based compensation structure.

As part of the training, licenses such as Life/ACC Health, SIE, and Series 6/7/63 are supported.