Entrepreneurial Financial Planner & Advisor

Northwestern Mutual; Greenwood (IL); In loco; USD 61.000 - 250.000; Tempo pieno

Vantaggi offerti da questo lavoro

Fully company‑funded retirement plan

Medical, vision, dental plans

Life and Disability Insurance

Parental benefits

Licensing support (SIE, Series 6/7/63)

CFP licensing support

Expense allowances

Descrizione del lavoro

Northwestern Mutual is seeking a Financial Advisor who will start as a financial representative focused on client-building and licensing to become a business owner offering comprehensive financial planning services. You will use our training to develop skills in investments, insurance, and retirement planning while building an independent practice.

As you progress, you receive support for licensing (Life/Health, SIE, Series 6/7/63), education, and a nationwide network of mentors.

Competenze

• Bachelor’s degree required.
• Proven relationship-building or client-facing experience.
• Strong time-management and organizational skills.
• Excellent communication and collaboration abilities.
• Willingness to learn and grow within a value-driven culture.
• Legal authorization to work in the US without sponsorship.

Mansioni

• 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

Conoscenze

Entrepreneurial drive

Relationship building

Client-facing experience

Time management

Continuous learning

Critical thinking

Communication

Motivation and drive

Work authorization in US

Formazione

Bachelor’s degree

Descrizione del lavoro

Northwestern Mutual is seeking a Financial Advisor who will start as a financial representative focused on client-building and licensing to become a business owner offering comprehensive financial planning services. You will use our training to develop skills in investments, insurance, and retirement planning while building an independent practice.

As you progress, you receive support for licensing (Life/Health, SIE, Series 6/7/63), education, and a nationwide network of mentors.