Entrepreneurial Financial Planner & Advisor

Northwestern Mutual; Irving (TX); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Award-winning training

License tuition support

Retirement plan

Health and dental

Job summary

Northwestern Mutual invites motivated individuals to start a financial planning practice as a Financial Representative, building a client base and obtaining licenses on the path to becoming a financial advisor.

Our award-winning training programs equip you with education, skill-building, and development strategies to launch a successful practice. You’ll operate as an independent contractor with commission-based earnings and access to a national network of mentors and resources.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• 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.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by making new connections and maintaining a strong referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage your client’s financial plans to help them achieve goals.
• Grow relationships with clients to support them through life stages.

Skills

Relationship-building

Time management

Learning mindset

Critical thinking

Communication

Motivation

Entrepreneurial mindset

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual invites motivated individuals to start a financial planning practice as a Financial Representative, building a client base and obtaining licenses on the path to becoming a financial advisor.

Our award-winning training programs equip you with education, skill-building, and development strategies to launch a successful practice. You’ll operate as an independent contractor with commission-based earnings and access to a national network of mentors and resources.