Entrepreneurial Financial Planner & Advisor

Northwestern Mutual; Mishawaka (IN); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

License support

Retirement package

Medical, vision & dental

Job summary

Northwestern Mutual is recruiting Financial Representatives who start by building client relationships and obtaining licenses, then grow into financial advisory practice ownership. You’ll receive award-winning training and access to our planning platform to educate clients and craft holistic plans that integrate investments, insurance, and retirement solutions.

As a business owner and independent contractor, you can shape your workday, leverage a national advisor network, and pursue commissions,

Qualifications

• Bachelor’s degree or equivalent required.
• Entrepreneurial ambitions to own a business.
• Strong track record in client-facing or relationship-building roles.
• Excellent time-management and self-discipline.

Responsibilities

• Grow your client base by building connections and referrals.
• Create personalized, holistic financial plans for clients.
• Manage and monitor clients’ financial plans toward their goals.
• Cultivate long-term relationships to support clients through life events.

Skills

Relationship-building

Time-management

Continuous learning

Critical thinking

Communication

Motivation and drive

US work authorization

Education

Bachelor’s degree

Tools

Northwestern Mutual planning software

Job description

Northwestern Mutual is recruiting Financial Representatives who start by building client relationships and obtaining licenses, then grow into financial advisory practice ownership. You’ll receive award-winning training and access to our planning platform to educate clients and craft holistic plans that integrate investments, insurance, and retirement solutions.

As a business owner and independent contractor, you can shape your workday, leverage a national advisor network, and pursue commissions,