Entrepreneurial Financial Planner

Northwestern Mutual; Sunset (FL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

Company-funded retirement package

Award-winning training

Job summary

Northwestern Mutual in the United States invites you to become a Financial Advisor, a business owner who helps clients reach their goals through comprehensive financial planning. Start as a financial representative focused on client-building and licenses, with award-winning training to guide you.

You’ll educate clients with planning software, tailor holistic plans, and grow your practice by expanding your referral network.

Qualifications

• Bachelor’s degree required with entrepreneurial mindset and client-facing focus.
• Strong relationship-building and communication skills are essential for growth.
• Self-motivation with the ability to work as an independent business owner.

Responsibilities

• Grow your client base by building a strong referral network and delivering excellent client experiences.
• Build personalized, holistic financial plans tailored to each client's needs.
• Manage and adapt client financial plans to help them reach their goals.
• Develop and grow relationships with clients through all stages of life.

Skills

Relationship-building

Time management

Communication

Motivation & drive

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States invites you to become a Financial Advisor, a business owner who helps clients reach their goals through comprehensive financial planning. Start as a financial representative focused on client-building and licenses, with award-winning training to guide you.

You’ll educate clients with planning software, tailor holistic plans, and grow your practice by expanding your referral network.