Entrepreneurial Financial Planner & Client Growth

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

Benefits offered by this job

Company-funded retirement

Health/vision/dental insurance

Parental benefits

Bonus programs

Job summary

Northwestern Mutual is seeking a Financial Advisor to help clients achieve long-term financial goals through comprehensive planning. You will start as a financial representative focused on client-building and licensing, supported by award-winning training and a broad national network.

You will build personalized financial plans, manage client portfolios, and expand your practice as an independent contractor with uncapped earning potential through a performance-based compensation structure.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to run a business.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Strong communicator and motivated.
• Legal authorization to work in the US without sponsorship.

Responsibilities

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

Skills

Client building

Relationship building

Time management

Communication

Entrepreneurial mindset

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a Financial Advisor to help clients achieve long-term financial goals through comprehensive planning. You will start as a financial representative focused on client-building and licensing, supported by award-winning training and a broad national network.

You will build personalized financial plans, manage client portfolios, and expand your practice as an independent contractor with uncapped earning potential through a performance-based compensation structure.