Entrepreneurial Financial Planner & Advisor

Northwestern Mutual; Shreveport (LA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Tuition reimbursement for licenses

Independent contractor status

Comprehensive retirement plan

Job summary

Northwestern Mutual invites ambitious individuals to become financial advisors and own a planning practice. Start as a financial representative building client networks, while pursuing licenses in life/health, SIE, and Series 6/7/63 with company support for tuition.

Our award-winning training accelerates your first years, and compensation is performance-based with potential for uncapped earnings as you grow your practice and client base.

Qualifications

• Bachelor’s degree required or equivalent.
• Entrepreneurial ambitions to own a business.
• Proven relationship-building or client-facing success.
• Excellent time-management and communication skills.

Responsibilities

• Grow client base through connections and referrals.
• Build holistic, personalized financial plans for clients.
• Manage and update clients’ financial plans to meet goals.
• Grow relationships to support clients through life stages.

Skills

Entrepreneurial mindset

Time management

Strong communicator

Relationship-building

Education

Bachelor’s degree

Tools

Planning software

Job description

Northwestern Mutual invites ambitious individuals to become financial advisors and own a planning practice. Start as a financial representative building client networks, while pursuing licenses in life/health, SIE, and Series 6/7/63 with company support for tuition.

Our award-winning training accelerates your first years, and compensation is performance-based with potential for uncapped earnings as you grow your practice and client base.