Entrepreneurial Financial Planner

Northwestern Mutual; Tucson (AZ); In loco; USD 61.000 - 250.000; Tempo pieno

Vantaggi offerti da questo lavoro

Company retirement plan

Medical, vision, dental plans

Parental benefits

Descrizione del lavoro

Northwestern Mutual provides a clear path to becoming a financial advisor, starting as a financial representative focused on client-building and licensing. Their award-winning training accelerates your growth, helping you design holistic plans and build a personal advisory practice as an independent contractor.

You’ll pursue licenses (Life/Health, SIE, Series 6/7, 63) with company support, and benefit from performance-based earnings, a retirement program, and comprehensive benefits while serving

Competenze

• Bachelor’s degree required.
• Entrepreneurial ambition to own 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 and communication skills.
• Legal authorization to work in the US without sponsorship.

Mansioni

• 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

Conoscenze

Entrepreneurial ambitions

Relationship-building

Time management

Continuous learning

Critical thinking

Strong communicator

Motivation and drive

Legal work authorization

Formazione

Bachelor’s degree

Descrizione del lavoro

Northwestern Mutual provides a clear path to becoming a financial advisor, starting as a financial representative focused on client-building and licensing. Their award-winning training accelerates your growth, helping you design holistic plans and build a personal advisory practice as an independent contractor.

You’ll pursue licenses (Life/Health, SIE, Series 6/7, 63) with company support, and benefit from performance-based earnings, a retirement program, and comprehensive benefits while serving