Entrepreneurial Financial Planner & Advisor

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

Benefits offered by this job

Performance-based earnings

Company-funded retirement

Licensing & training support

Parental benefits

Job summary

Northwestern Mutual in Milwaukee, WI is seeking aspiring financial advisors to build their own practice as financial representatives, developing client networks, and earning through a performance-based compensation structure.

You’ll train with award-winning programs, obtain licenses, and serve clients with holistic planning across investments, protection, and retirement, while shaping your workday as a business owner.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• History of success in building relationships or client-facing roles.
• Desire for continuous learning and collaboration.

Responsibilities

• Grow your client base by connecting with new prospects and maintaining referrals.
• Build personalized, holistic financial plans tailored to client needs.
• Manage client financial plans to help achieve goals.
• Develop relationships with clients through all life stages.

Skills

Entrepreneurial mindset

Relationship building

Time management

Strong communication

Continuous learning

Self-motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual in Milwaukee, WI is seeking aspiring financial advisors to build their own practice as financial representatives, developing client networks, and earning through a performance-based compensation structure.

You’ll train with award-winning programs, obtain licenses, and serve clients with holistic planning across investments, protection, and retirement, while shaping your workday as a business owner.