Entrepreneurial Financial Planner & Client Builder

Northwestern Mutual; Coral Gables (FL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

Training & education programs

Retirement plan

Job summary

Northwestern Mutual is seeking a driven financial advisor to launch and grow a client-focused practice. You will build a book of clients, craft comprehensive financial plans, and guide clients through life stages with ongoing advisory support.

As an entrepreneur and independent contractor, you will shape your schedule, leverage training, and access firm resources to earn based on performance. This role emphasizes client experience and long-term relationships.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambition to own a business.
• Strong history of relationship-building or client-facing success.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking and problem-solving.
• Strong communication and motivation to succeed.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by building connections and maintaining a strong referral network.
• Create personalized, holistic financial plans tailored to each client’s needs.
• Manage clients’ financial plans to help them reach goals.
• Grow and nurture relationships to support clients through life events.

Skills

Client development

Relationship building

Time management

Continuous learning

Critical thinking

Communication

Motivation

Independent contractor mindset

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a driven financial advisor to launch and grow a client-focused practice. You will build a book of clients, craft comprehensive financial plans, and guide clients through life stages with ongoing advisory support.

As an entrepreneur and independent contractor, you will shape your schedule, leverage training, and access firm resources to earn based on performance. This role emphasizes client experience and long-term relationships.