Entrepreneurial Financial Planner: Build Your Practice

Northwestern Mutual; Bismarck (IL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Fully company-funded retirement

Licensing support

Comprehensive benefits

Job summary

Northwestern Mutual is seeking motivated individuals to launch and own a financial planning practice as a financial representative. You will acquire licenses, build a client base, and deliver comprehensive plans focused on growth, protection, and retirement income.

The role blends entrepreneurship with access to a national network and award-winning training. Successful candidates pursue licenses (Life/Health, SIE, Series 6, 7, 63) with company support for tuition and materials.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to run a business.
• Proven success in building relationships or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Strong communication and critical thinking abilities.
• 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 each client’s needs.
• Manage your clients' financial plans to help them achieve their goals.
• Grow relationships with clients to support them through every life stage.

Skills

Relationship-building

Time management

Continuous learning

Critical thinking

Communication

Motivation/drive

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking motivated individuals to launch and own a financial planning practice as a financial representative. You will acquire licenses, build a client base, and deliver comprehensive plans focused on growth, protection, and retirement income.

The role blends entrepreneurship with access to a national network and award-winning training. Successful candidates pursue licenses (Life/Health, SIE, Series 6, 7, 63) with company support for tuition and materials.