Entrepreneurial Financial Planner & Advisor

Northwestern Mutual; Troy (MI); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement package

Medical, vision & dental plans

Life Insurance & Disability Insurance

Parental benefits

Licensing support

CFP licensing support

Job summary

Northwestern Mutual in the United States seeks entrepreneurial Financial Advisors to build their own advisory practice. Start as a financial representative focusing on client-building and obtaining licenses, with award-winning training to develop planning skills across asset protection, education funding, investments, and retirement solutions.

You will grow your client base, build personalized financial plans, manage client portfolios, and expand relationships through life's stages.

Qualifications

• 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

Continuous learning

Critical thinking

Communication

Motivation

Drive

Work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States seeks entrepreneurial Financial Advisors to build their own advisory practice. Start as a financial representative focusing on client-building and obtaining licenses, with award-winning training to develop planning skills across asset protection, education funding, investments, and retirement solutions.

You will grow your client base, build personalized financial plans, manage client portfolios, and expand relationships through life's stages.