Entrepreneurial Financial Planner & Advisor

Northwestern Mutual; Monterey (CA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Licensing support

Retirement package

Health benefits

Parental benefits

Job summary

Northwestern Mutual offers a pathway to becoming a financial advisor by starting as a financial representative focused on client-building and obtaining licenses, with award-winning training and a compensation structure tied to performance.

You can build a holistic financial planning practice with proprietary planning software, education on investments, insurance, and retirement solutions, and access to a national network of advisors.

Qualifications

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

Responsibilities

• Grow your client base by building connections and referrals.
• Build personalized, holistic financial plans for clients.
• Manage clients’ financial plans to help achieve their goals.
• Grow relationships with clients through life stages.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Communication

Motivation & drive

Continuous learning

Education

Bachelor’s degree

Tools

Licenses: Life/Accident & Health

SIE

Series 6/7/63

CFP licensing support

Job description

Northwestern Mutual offers a pathway to becoming a financial advisor by starting as a financial representative focused on client-building and obtaining licenses, with award-winning training and a compensation structure tied to performance.

You can build a holistic financial planning practice with proprietary planning software, education on investments, insurance, and retirement solutions, and access to a national network of advisors.