Entrepreneurial Financial Planner & Client Builder

Northwestern Mutual; Westport (KY); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Medical/Dental/Vision coverage

Parental benefits

Job summary

Northwestern Mutual invites ambitious professionals to start a financial planning practice as a financial representative and build a client-focused business. You gain access to extensive training, licensing support, and a national advisor network to learn the business through hands-on experience.

As you develop, you become a financial advisor under an independent contractor arrangement, with uncapped earning potential through a performance-based compensation structure and ongoing licensing

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 Spirit

Relationship-building

Time management

Communication

Continuous learning

Education

Bachelor’s degree

Job description

Northwestern Mutual invites ambitious professionals to start a financial planning practice as a financial representative and build a client-focused business. You gain access to extensive training, licensing support, and a national advisor network to learn the business through hands-on experience.

As you develop, you become a financial advisor under an independent contractor arrangement, with uncapped earning potential through a performance-based compensation structure and ongoing licensing