Entrepreneurial Financial Planner & Client Advocate

Northwestern Mutual; Albany (CA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Company retirement plan

Medical, vision, and dental plans

Life Insurance

Parental benefits

Job summary

Northwestern Mutual invites ambitious individuals to become financial advisors and build their own practice. You start as a financial representative focused on client-building and obtaining licenses, supported by award-winning training that guides you toward long-term success in planning for growth, protection, and retirement.

As you develop your advisory business, you educate clients with holistic plans, grow your book through referrals, and operate under a performance-based compensation

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 ambitions

Relationship-building

Client-facing roles

Time management

Continuous learning

Critical thinking

Strong communicator

Motivation and drive

Work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual invites ambitious individuals to become financial advisors and build their own practice. You start as a financial representative focused on client-building and obtaining licenses, supported by award-winning training that guides you toward long-term success in planning for growth, protection, and retirement.

As you develop your advisory business, you educate clients with holistic plans, grow your book through referrals, and operate under a performance-based compensation