Entrepreneurial Financial Planner | Build Your Practice

Northwestern Mutual; Town of Waterloo (NY); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

Retirement package

Medical, vision and dental plans

Job summary

Northwestern Mutual seeks a Financial Advisor to launch and grow a client-focused practice in the United States. You’ll start as a financial representative, pursuing licenses and building a base of clients with the support of award-winning training and a network of advisers.

Expect a performance-based compensation structure with licensing and designations guidance, plus potential for uncapped earnings through continued client service and renewal income.

Qualifications

• Bachelor’s degree required or equivalent experience.
• Entrepreneurial ambitions to own a business.
• Proven success in relationship-building or client-facing roles.
• Strong time-management skills and drive to learn.
• Excellent communication and collaboration abilities.
• Proficient critical thinking and self-motivation.
• Authorized to work in the US without sponsorship.

Responsibilities

• Grow your client base by connecting with new prospects and referrals.
• Develop holistic, personalized financial plans for clients.
• Manage and review clients' financial plans to help goals.
• Build lasting relationships across life stages.

Skills

Entrepreneurial mindset

Relationship building

Time management

Communication skills

Continuous learning

Critical thinking

Motivation

Self-driven

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks a Financial Advisor to launch and grow a client-focused practice in the United States. You’ll start as a financial representative, pursuing licenses and building a base of clients with the support of award-winning training and a network of advisers.

Expect a performance-based compensation structure with licensing and designations guidance, plus potential for uncapped earnings through continued client service and renewal income.