Entrepreneurial Financial Planner & Advisor

careers-northwesternmutual; Meridian (ID); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Company‑funded retirement package

Medical, vision, dental plans

Life Insurance

Disability Insurance

Parental benefits

Licensing support

CFP licensing support

Job summary

Northwestern Mutual is seeking motivated financial advisors to start and grow their own practice within the company’s training framework. You’ll build a client base, design comprehensive financial plans, and guide clients through life stages, leveraging Wil mutual software and licensing programs.

As an independent contractor, you’ll receive support for licensing, business development, and a path to ownership with uncapped earning potential based on performance.

Qualifications

• Bachelor’s degree required.
• 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.

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

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking motivated financial advisors to start and grow their own practice within the company’s training framework. You’ll build a client base, design comprehensive financial plans, and guide clients through life stages, leveraging Wil mutual software and licensing programs.

As an independent contractor, you’ll receive support for licensing, business development, and a path to ownership with uncapped earning potential based on performance.