Entrepreneurial Financial Planner: Build Your Own Practice

Northwestern Mutual; Springfield (AL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

Fully funded retirement plan

Uncapped earning potential

Job summary

Northwestern Mutual offers a path to becoming a financial advisor by starting as a financial representative focused on client-building and licensing. You’ll gain award-winning training and access to a national network as you build a practice in planning, assets, insurance, and retirement solutions.

As an independent contractor, you’ll own your practice with a compensation structure that rewards performance.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• 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 and building a strong referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage client financial plans to help them achieve their goals.
• Grow relationships with clients to support them through life stages.

Skills

Relationship-building

Time management

Critical thinking

Communication

Motivation & drive

Continuous learning

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a path to becoming a financial advisor by starting as a financial representative focused on client-building and licensing. You’ll gain award-winning training and access to a national network as you build a practice in planning, assets, insurance, and retirement solutions.

As an independent contractor, you’ll own your practice with a compensation structure that rewards performance.