Entrepreneurial Financial Planner & Advisor

Northwestern Mutual; Charlotte (AR); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Parental benefits

Life Insurance

Disability Insurance

Retirement package

Health Plan

Job summary

Northwestern Mutual is hiring a financial advisor in the United States to start as a financial representative focused on client-building and licensing. You will develop holistic financial plans, educate clients on investments, insurance, and retirement solutions, and build a lasting referral network.

The role emphasizes training with licenses (Life/Accident & Health, SIE, Series 6/7/63) and a compensation structure tied to performance, with earnings potential ranging as you grow.

Qualifications

• Bachelor’s degree is required.
• Entrepreneurial ambition to own a business.
• Proven track record in relationship-building or client-facing roles.
• Excellent time-management skills.
• Strong communication and desire for continuous learning.
• 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

Client building

Relationship building

Time management

Communication

Self-motivated learning

Education

Bachelor’s degree

Job description

Northwestern Mutual is hiring a financial advisor in the United States to start as a financial representative focused on client-building and licensing. You will develop holistic financial plans, educate clients on investments, insurance, and retirement solutions, and build a lasting referral network.

The role emphasizes training with licenses (Life/Accident & Health, SIE, Series 6/7/63) and a compensation structure tied to performance, with earnings potential ranging as you grow.