Entrepreneurial Financial Planner

careers-northwesternmutual; Spokane (WA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Licensing support

Retirement plan

Medical, vision & dental

Job summary

Northwestern Mutual is seeking ambitious individuals to start their own financial planning practice as financial representatives who will become financial advisors. You’ll build a client base, educate clients with holistic plans, and work with our planning software to deliver outcomes.

The role includes training, licensing support, and uncapped earning potential through a performance-based structure, with access to a national advisor network and comprehensive benefits.

Qualifications

• Bachelor’s degree
• Entrepreneurial ambitions to be a business owner
• 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 communicator
• Strong sense of 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

Bachelor’s degree

Entrepreneurial Ambitions

Relationship-building

Time-management

Continuous learning

Critical thinking

Strong communicator

Motivation and drive

Work authorization US

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking ambitious individuals to start their own financial planning practice as financial representatives who will become financial advisors. You’ll build a client base, educate clients with holistic plans, and work with our planning software to deliver outcomes.

The role includes training, licensing support, and uncapped earning potential through a performance-based structure, with access to a national advisor network and comprehensive benefits.