Entrepreneurial Financial Planner & Advisor

Northwestern Mutual; Town of Germantown (WI); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Parental benefits

Retirement plan

Medical coverage

Life insurance

Disability insurance

Pension plan

Job summary

Northwestern Mutual is helping individuals start their own financial planning practice as a financial advisor, with comprehensive training, licensing support, and a path to independent ownership in the United States.

You’ll grow a client portfolio, develop personalized financial plans, and manage ongoing client relationships, aiming to help clients reach their goals through a broad suite of planning services and advisory resources.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambition to own a business.
• Proven ability to build and maintain client relationships.
• Strong time-management and communication skills.
• Desire for continuous learning and collaboration.

Responsibilities

• Grow client base by making new connections and maintaining a strong referral network.
• Build personalized, holistic financial plans for clients’ needs.
• Manage client financial plans to help achieve goals.
• Grow relationships with clients through life stages.

Skills

Relationship-building

Client-facing

Time management

Critical thinking

Communication

Motivation & drive

Education

Bachelor’s degree

Job description

Northwestern Mutual is helping individuals start their own financial planning practice as a financial advisor, with comprehensive training, licensing support, and a path to independent ownership in the United States.

You’ll grow a client portfolio, develop personalized financial plans, and manage ongoing client relationships, aiming to help clients reach their goals through a broad suite of planning services and advisory resources.