Entrepreneurial Financial Planner & Client Builder

Northwestern Mutual; Middleton (AL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Medical, vision & dental plans

Life insurance

Parental benefits

Licensing support

Job summary

Northwestern Mutual invites you to start a financial planning practice as a financial advisor, working as an independent contractor. You’ll build a client base, develop holistic plans, and guide clients through lifecycle needs with licensed training and a network of experienced advisors.

With a lead-generating framework and a performance-based compensation structure, you can shape your business, office presence, and career path while pursuing licenses like Life/Accident & Health, SIE, and Series

Qualifications

• Bachelor’s degree required or equivalent.
• Entrepreneurial ambitions to build own business.
• Strong ability to build relationships and communicate effectively.
• Excellent time-management and collaboration skills.
• Legally authorized to work in the US without sponsorship.

Responsibilities

• Grow client base by making new connections, maintaining a referral network, and delivering a great client experience.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage client financial plans to help them achieve goals.
• Grow relationships to support clients through life stages.

Skills

Client relationship-building

Entrepreneurial mindset

Communication skills

Time management

Education

Bachelor’s degree

Job description

Northwestern Mutual invites you to start a financial planning practice as a financial advisor, working as an independent contractor. You’ll build a client base, develop holistic plans, and guide clients through lifecycle needs with licensed training and a network of experienced advisors.

With a lead-generating framework and a performance-based compensation structure, you can shape your business, office presence, and career path while pursuing licenses like Life/Accident & Health, SIE, and Series