Entrepreneurial Financial Planner — Build Your Own Practice

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

Benefits offered by this job

Performance-based earnings

License support

Retirement plan

Medical, vision, dental

Life Insurance

Parental benefits

Job summary

Northwestern Mutual is seeking a driven financial advisor to build a personal practice as an independent contractor. You will develop client relationships, design comprehensive financial plans, and guide clients through life changes with tailored strategies.

You’ll start with award-winning training, obtain required licenses (Life/Health, SIE, Series 6,7,63), and leverage our planning software to deliver holistic planning and renewable income opportunities. Uncapped earning potential awaits.

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

Communication skills

Self-motivated

Education

Bachelor’s degree

Tools

Proprietary planning software

Job description

Northwestern Mutual is seeking a driven financial advisor to build a personal practice as an independent contractor. You will develop client relationships, design comprehensive financial plans, and guide clients through life changes with tailored strategies.

You’ll start with award-winning training, obtain required licenses (Life/Health, SIE, Series 6,7,63), and leverage our planning software to deliver holistic planning and renewable income opportunities. Uncapped earning potential awaits.