Entrepreneurial Financial Planner & Client Growth Builder

Northwestern Mutual; Alpharetta (GA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Company-funded retirement

Medical, vision and dental plans

Parental benefits

Licensing support

Job summary

Northwestern Mutual in the United States is seeking aspiring Financial Advisors to build their own client base and a financial planning practice. You will educate clients with holistic plans, using our planning tools and services.

Through a structured training program, you’ll obtain licenses, develop relationships, and become a small business owner with uncapped earning potential through a performance-based compensation structure.

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 mindset

Relationship-building

Time management

Continuous learning

Critical thinking

Communication

Motivation and drive

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States is seeking aspiring Financial Advisors to build their own client base and a financial planning practice. You will educate clients with holistic plans, using our planning tools and services.

Through a structured training program, you’ll obtain licenses, develop relationships, and become a small business owner with uncapped earning potential through a performance-based compensation structure.