Entrepreneurial Financial Planner & Advisor

Northwestern Mutual; Alpharetta (GA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Medical insurance

Parental benefits

Licensing support

Job summary

Northwestern Mutual is seeking individuals to become financial advisors, starting as financial representatives focused on client-building and licensing. You’ll receive award-winning training to build a holistic financial planning practice.

As an independent contractor, you shape your business with uncapped earning potential through a performance-based compensation structure, licences include Life/Health, SIE, Series 6,7,63, and CFP licensing support.

Qualifications

• Bachelor’s degree or higher.
• Entrepreneurial ambitions to own a business.
• Proven success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking skills.
• Strong communicator with 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

Strong communicator

Motivation and drive

Legal work authorization (US)

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking individuals to become financial advisors, starting as financial representatives focused on client-building and licensing. You’ll receive award-winning training to build a holistic financial planning practice.

As an independent contractor, you shape your business with uncapped earning potential through a performance-based compensation structure, licences include Life/Health, SIE, Series 6,7,63, and CFP licensing support.