Entrepreneurial Financial Planner & Advisor

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

Benefits offered by this job

Training program

Licensing support

Retirement plan

Medical coverage

Job summary

Northwestern Mutual in the United States seeks aspiring financial advisors to start their own practice as financial representatives. You’ll focus on client-building, obtain licenses, and learn through award-winning training to deliver comprehensive financial plans.

The role emphasizes entrepreneurship, providing access to a national network and a compensation structure based on performance, with licenses supported, and opportunities to open an office or join a team.

Qualifications

• Entrepreneurial ambitions to own a business and build a practice.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills and strong communication.
• Desire for continuous learning and collaboration.
• Proficient critical thinking and motivation to drive results.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by making new connections and leveraging referrals.
• Build personalized, holistic financial plans tailored to client needs.
• Manage clients’ financial plans to help them reach goals.
• Grow relationships with clients through life stages.

Skills

Entrepreneurial mindset

Relationship building

Time management

Continuous learning

Critical thinking

Strong communicator

Motivation & drive

Work authorization in US

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States seeks aspiring financial advisors to start their own practice as financial representatives. You’ll focus on client-building, obtain licenses, and learn through award-winning training to deliver comprehensive financial plans.

The role emphasizes entrepreneurship, providing access to a national network and a compensation structure based on performance, with licenses supported, and opportunities to open an office or join a team.