Entrepreneurial Financial Planner & Advisor

Northwestern Mutual; Bowling Green (KY); On-site; USD 61,000 - 250,000; Full time

Job summary

Northwestern Mutual seeks aspiring financial advisors who want to start a business by building client relationships through holistic financial planning. You begin as a financial representative, receive award-winning training, and work toward licenses while developing a personal practice.

As independent contractors, advisors earn through a performance-based compensation structure, with training support, renewal income, and a pension plan, backed by a national network and comprehensive benefits.

Qualifications

• Bachelor’s degree required.
• 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

Entrepreneurial ambitions

Relationship-building

Time-management

Continuous learning

Critical thinking

Strong communicator

Motivation and drive

Legal authorization to work in US

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks aspiring financial advisors who want to start a business by building client relationships through holistic financial planning. You begin as a financial representative, receive award-winning training, and work toward licenses while developing a personal practice.

As independent contractors, advisors earn through a performance-based compensation structure, with training support, renewal income, and a pension plan, backed by a national network and comprehensive benefits.