Entrepreneurial Financial Planner & Advisor

Northwestern Mutual; Hunt (NY); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Bonus programs and expense allowances

Fully company-funded retirement plan

Medical, vision, and dental plans

Life Insurance and Disability Income

Parental benefits

Job summary

Northwestern Mutual invites aspiring financial advisors to start as a financial representative and progress to owning a planning practice. Training emphasizes client acquisition, licensing, and ongoing education within a national network of experienced advisors.

As a financial advisor, you obtain licenses (Life/Accident & Health, SIE, Series 6/7/63) and build a personal practice with unbounded earning potential through a performance-based compensation structure.

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

Relationship building

Time management

Communication

Critical thinking

Entrepreneurial mindset

Motivation and drive

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual invites aspiring financial advisors to start as a financial representative and progress to owning a planning practice. Training emphasizes client acquisition, licensing, and ongoing education within a national network of experienced advisors.

As a financial advisor, you obtain licenses (Life/Accident & Health, SIE, Series 6/7/63) and build a personal practice with unbounded earning potential through a performance-based compensation structure.