Entrepreneurial Financial Planner & Advisor

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

Benefits offered by this job

Training program and licensing support

Retirement package

Health, vision, dental plans

Independent contractor earnings

Career advancement opportunities

Job summary

Northwestern Mutual invites entrepreneurial professionals to become financial representatives, starting as client-builders who pursue licenses to become financial advisors. The training is designed to help you build a holistic planning practice across investments, insurance, and retirement solutions.

The role emphasizes autonomy as a business owner with a commission-based model and opportunities to shape your practice via office setup, team alignment, or advanced advisory tracks.

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.
• Proficient critical thinking skills.
• Strong communicator.
• Strong sense of motivation and drive.
• Legal authorization to work in the US without sponsorship.

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

Entrepreneurial mindset

Relationship-building

Time management

Lifelong learning

Strong communication

Critical thinking

Self-motivation

Work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual invites entrepreneurial professionals to become financial representatives, starting as client-builders who pursue licenses to become financial advisors. The training is designed to help you build a holistic planning practice across investments, insurance, and retirement solutions.

The role emphasizes autonomy as a business owner with a commission-based model and opportunities to shape your practice via office setup, team alignment, or advanced advisory tracks.