Entrepreneurial Financial Planner & Client Growth

Northwestern Mutual; Crown Point (IN); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Bonuses

Licensing support

Retirement plan

Office support

Health plans

Job summary

Northwestern Mutual invites aspiring financial advisors to start a business-building career focused on holistic financial planning. You’ll begin as a financial representative, learn licensing, and access award-winning training to help clients protect and grow wealth.

You’ll build a personal client base, create tailored plans, and earn via performance-based compensation including commissions, renewal income, and bonuses, with extensive support and retirement benefits.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• 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

Relationship-building

Time-management

Communication

Self-motivation

Analytical thinking

Education

Bachelor’s degree

Tools

Planning software

Job description

Northwestern Mutual invites aspiring financial advisors to start a business-building career focused on holistic financial planning. You’ll begin as a financial representative, learn licensing, and access award-winning training to help clients protect and grow wealth.

You’ll build a personal client base, create tailored plans, and earn via performance-based compensation including commissions, renewal income, and bonuses, with extensive support and retirement benefits.