Entrepreneurial Financial Planner: Build Your Practice

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

Benefits offered by this job

Bonus programs

Expense allowances

Retirement package

Medical, vision, dental

Life Insurance

Disability income protection

Parental benefits

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 use our planning tools to create holistic financial plans, educate clients, and shape your own business with uncapped earning potential through a performance-based structure.

You’ll be trained through an award-winning curriculum and supported to obtain licenses such as Life/Accident & Health, SIE, Series 6, 7, and 63, with tuition

Qualifications

• Bachelor’s degree required; entrepreneurial ambition to own a business.
• Proven ability to build relationships and network with clients.
• Strong time-management and self-motivation to learn continuously.
• Excellent communication and critical thinking for financial planning.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow client base by networking, referrals and delivering great service.
• Create personalized, holistic financial plans for clients’ goals.
• Manage and adapt plans as clients’ lives change and evolve.
• Develop ongoing relationships to support clients through life stages.

Skills

Entrepreneurial mindset

Relationship-building

Time-management

Continuous learning

Communication skills

Motivation and drive

Critical thinking

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 use our planning tools to create holistic financial plans, educate clients, and shape your own business with uncapped earning potential through a performance-based structure.

You’ll be trained through an award-winning curriculum and supported to obtain licenses such as Life/Accident & Health, SIE, Series 6, 7, and 63, with tuition