Entrepreneurial Financial Planner & Advisory Builder

Northwestern Mutual; Dayton (OH); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Company-funded retirement package

Pension plan

Medical, vision, and dental plans

Parental benefits

Licensing and CFP/CFA support

Job summary

Northwestern Mutual invites aspiring financial advisors to start a business-friendly career centered on client-building and holistic financial planning. You begin as a financial representative and progress through licensing and designations with access to our planning software and a national advisor network.

Our program supports you with education, coursework, and ongoing development designed to help you grow a practice that serves clients across asset protection, education funding, investments,

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• History of success in relationship-building or client-facing roles.
• Strong time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking and communication skills.
• 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 ambitions

Relationship-building

Time management

Continuous learning

Strong communicator

Motivation and drive

Education

Bachelor’s degree

Tools

Planning software

Job description

Northwestern Mutual invites aspiring financial advisors to start a business-friendly career centered on client-building and holistic financial planning. You begin as a financial representative and progress through licensing and designations with access to our planning software and a national advisor network.

Our program supports you with education, coursework, and ongoing development designed to help you grow a practice that serves clients across asset protection, education funding, investments,