Entrepreneurial Financial Planner — Build Your Own Practice

Northwestern Mutual; Englewood (CO); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Bonus programs

Expense allowances

Licensing support

CFP licensing support

Retirement plan

Medical insurance

Vision insurance

Dental insurance

Life insurance

Parental benefits

Job summary

Northwestern Mutual offers a unique path to become a financial advisor, starting as a financial representative focused on client-building and licensing. You’ll receive award-winning training, help educate clients, and develop a holistic financial plan that includes investments, insurance, and retirement solutions.

As you grow, you become a business owner with uncapped earning potential through a performance-based compensation structure, supported by a large national network and licensing paths.

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

Relationship-building

Client-facing

Time-management

Communication

Motivation & drive

Critical thinking

Continuous learning

Collaboration

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a unique path to become a financial advisor, starting as a financial representative focused on client-building and licensing. You’ll receive award-winning training, help educate clients, and develop a holistic financial plan that includes investments, insurance, and retirement solutions.

As you grow, you become a business owner with uncapped earning potential through a performance-based compensation structure, supported by a large national network and licensing paths.