Entrepreneurial Financial Planner and Wealth Advisor

careers-northwesternmutual; Orlando (FL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

Retirement plan

Health insurance

Bonuses

Job summary

Northwestern Mutual offers a pathway to becoming a financial advisor by starting as a financial representative focused on client-building and licenses. You’ll receive award-winning training, licensing in life/health, SIE, and Series exams, and access to a national advisor network to learn through real client work.

As a business owner and independent contractor, you can shape your schedule, benefit from revenue-sharing, renewal income, and a company-supported retirement plan, while building a

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven success in client-facing relationships.
• Willingness to pursue licenses and ongoing education.

Responsibilities

• Grow client base through networking and referrals.
• Develop personalized, holistic financial plans for clients.
• Manage client financial plans to help achieve goals.
• Expand client relationships through life-stage planning.

Skills

Entrepreneurial spirit

Relationship-building

Time management

Continuous learning

Strong communication

Motivation & drive

Legal work authorization (US)

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a pathway to becoming a financial advisor by starting as a financial representative focused on client-building and licenses. You’ll receive award-winning training, licensing in life/health, SIE, and Series exams, and access to a national advisor network to learn through real client work.

As a business owner and independent contractor, you can shape your schedule, benefit from revenue-sharing, renewal income, and a company-supported retirement plan, while building a