Entrepreneurial Financial Planner & Advisor

Northwestern Mutual; Franklin (TN); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

License/certification support

Company-funded retirement package

Medical, vision, and dental plans

Parental benefits

Renewal income and bonuses

Job summary

Northwestern Mutual in the United States invites motivated individuals to become financial advisors and start their own practice with comprehensive support. You’ll begin as a financial representative focused on client-building while pursuing licenses and training designed to accelerate your success.

With proprietary planning tools, you’ll educate clients, craft holistic financial plans, and grow a client base. Earnings are performance-based, with uncapped potential as you advance.

Qualifications

• Bachelor’s degree
• 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 mindset

Relationship-building

Time management

Continuous learning

Critical thinking

Strong communication

Motivation and drive

Legal work authorization in the US

Education

Bachelor’s degree

Tools

Proprietary planning software

Job description

Northwestern Mutual in the United States invites motivated individuals to become financial advisors and start their own practice with comprehensive support. You’ll begin as a financial representative focused on client-building while pursuing licenses and training designed to accelerate your success.

With proprietary planning tools, you’ll educate clients, craft holistic financial plans, and grow a client base. Earnings are performance-based, with uncapped potential as you advance.