Entrepreneurial Financial Planner & Advisor

Northwestern Mutual; Decatur (IL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Top income potential

Licensing support

Retirement plan

Comprehensive benefits

Job summary

Northwestern Mutual offers a path to becoming a financial advisor and business owner. You start as a financial representative focused on client-building and licensing, with award-winning training and a route to independent contracting.

As you progress, you educate clients with holistic financial plans, including investments, insurance, and retirement strategies, while earning through a performance-based compensation structure.

Qualifications

• Bachelor’s degree in any field.
• Entrepreneurial ambitions to run a business.
• Proven ability to build relationships and network.
• Strong time-management and communication skills.
• Desire for continuous learning and collaboration.
• Critical thinking and motivated self-starter.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by connecting with prospects and leveraging referrals.
• Build holistic financial plans tailored to each client.
• Manage client plans to help clients reach their goals.
• Develop relationships to support clients through life stages.

Skills

Entrepreneurial mindset

Relationship building

Time management

Continuous learning

Critical thinking

Communication

Motivation

Work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a path to becoming a financial advisor and business owner. You start as a financial representative focused on client-building and licensing, with award-winning training and a route to independent contracting.

As you progress, you educate clients with holistic financial plans, including investments, insurance, and retirement strategies, while earning through a performance-based compensation structure.