Entrepreneurial Financial Planner & Client Growth Leader

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

Benefits offered by this job

Retirement plan

Pension

Medical, vision, dental

Life Insurance

Disability insurance

Parental benefits

Job summary

Northwestern Mutual is seeking ambitious individuals to begin as financial representatives, focusing on client-building, licensing, and earning licenses. Our award-winning training supports you in building a holistic financial planning practice that centers on client needs and long-term success.

As a financial advisor and independent contractor, you’ll shape your workday, pursue CFP pathways, and benefit from a performance-based compensation structure while helping clients protect and grow their

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Strong critical thinking abilities.
• Excellent communication skills.
• Authorized to work in the U.S. without sponsorship.

Responsibilities

• Grow 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 ambitions

Relationship-building

Time-management

Continuous learning

Critical thinking

Effective communicator

Self-motivation

Work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking ambitious individuals to begin as financial representatives, focusing on client-building, licensing, and earning licenses. Our award-winning training supports you in building a holistic financial planning practice that centers on client needs and long-term success.

As a financial advisor and independent contractor, you’ll shape your workday, pursue CFP pathways, and benefit from a performance-based compensation structure while helping clients protect and grow their