Entrepreneurial Financial Planner — Build Your Practice

Northwestern Mutual; Milwaukee (WI); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Medical, vision, and dental plans

Fully company-funded retirement package

Bonus programs and expense allowances

Parental benefits at every stage

Job summary

A leading financial services organization is seeking a Financial Advisor in Milwaukee, WI. This role allows you to build your own business while helping clients with their financial goals. Key responsibilities include growing a client base, creating personalized financial plans, and managing client relationships. Candidates should have a Bachelor’s degree and strong relationship-building skills. Competitive compensation structure with uncapped earning potential.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to be a business owner.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills needed.
• Desire for continuous learning and collaboration.
• Proficient critical thinking skills.
• Strong communicator required.
• Strong sense of motivation and drive.

Responsibilities

• Grow client base through connections and referrals.
• Build personalized financial plans for clients.
• Manage clients' financial plans to meet goals.
• Develop relationships with clients through various life stages.

Skills

Relationship-building

Time management

Critical thinking

Communication

Motivation

Education

Bachelor’s degree

Job description

A leading financial services organization is seeking a Financial Advisor in Milwaukee, WI. This role allows you to build your own business while helping clients with their financial goals. Key responsibilities include growing a client base, creating personalized financial plans, and managing client relationships. Candidates should have a Bachelor’s degree and strong relationship-building skills. Competitive compensation structure with uncapped earning potential.