Entrepreneurial Financial Planner & Advisor

Northwestern Mutual

Mandeville (LA)

Vor Ort

USD 61.000 - 250.000

Vollzeit

vor 5 Stunden

Sei unter den ersten Bewerbenden

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Benefits dieser Stelle

Performance-based pay

Retirement plan

Health insurance

Licensing support

Zusammenfassung

Northwestern Mutual in the United States is seeking aspiring financial advisors to build and own a planning practice. You start as a financial representative focused on client-building, obtaining licenses, and delivering holistic financial plans using our planning tools.

The role emphasizes entrepreneurship, uncapped earning potential, and a path through training, licensing, and CFP-related designations. You’ll grow client relationships, tailor plans, and support clients through life events

Qualifikationen

Bachelor’s degree required or equivalent.
Entrepreneurial ambitions to build a business.
Proven success in relationship-building or client-facing roles.
Strong time management and organizational skills.
Desire for continuous learning and collaboration.
Strong critical thinking and communication abilities.
Legal authorization to work in the US without sponsorship.

Aufgaben

Grow your client base by establishing connections and maintaining a referral network.
Create personalized, holistic financial plans for each client.
Manage clients' financial plans to help achieve goals.
Expand client relationships to support them through life stages.

Kenntnisse

Entrepreneurial mindset

Relationship-building

Time management

Communication skills

Self-motivation

Ausbildung

Bachelor’s degree

Jobbeschreibung

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