Entrepreneurial Financial Planner | Build Your Client-Centric Practice

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

Benefits offered by this job

Performance-based earnings

Company-funded retirement package

Medical, vision & dental plans

Parental benefits

Job summary

Northwestern Mutual invites you to become a financial advisor, starting as a financial representative focused on client-building and licensing. Our training programs equip you to build a holistic financial planning practice, including investments, insurance, and retirement solutions, with uncapped earning potential through a performance-based structure.

As an entrepreneur, you can shape your workday, open an office, join a team, or become an advanced advisor while leveraging Northwestern

Qualifications

• Bachelor’s degree
• 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

Strong communicator

Motivation and drive

Education

Bachelor’s degree

Job description

Northwestern Mutual invites you to become a financial advisor, starting as a financial representative focused on client-building and licensing. Our training programs equip you to build a holistic financial planning practice, including investments, insurance, and retirement solutions, with uncapped earning potential through a performance-based structure.

As an entrepreneur, you can shape your workday, open an office, join a team, or become an advanced advisor while leveraging Northwestern