Entrepreneurial Financial Planner & Client Growth Leader

Northwestern Mutual; Miami (NM); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Renewal income

Bonuses

License & CFP support

Retirement plan

Medical / Vision / Dental

Life & Disability Insurance

Parental benefits

Job summary

Northwestern Mutual offers a path to become a financial advisor by starting as a financial representative focused on client-building and licensing, with award-winning training to support your growth in financial planning. You’ll work within a firm that emphasizes education, planning, and a flexible business-owner mindset.

As an independent contractor, you can shape your workday, build a book of business, and pursue licenses and CFP designation with company-backed tuition support.

Qualifications

• Bachelor’s degree required or equivalent.
• Entrepreneurial ambitions to own a business.
• History of relationship-building or client-facing roles.
• Authorized to work in the US without sponsorship.

Responsibilities

• Grow your client base by making new connections and maintaining referrals.
• Build personalized, holistic financial plans for clients.
• Manage clients' financial plans to help achieve goals.
• Grow relationships with clients through all life stages.

Skills

Entrepreneurial mindset

Relationship building

Time management

Continuous learning

Strong communicator

Motivation and drive

Critical thinking

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a path to become a financial advisor by starting as a financial representative focused on client-building and licensing, with award-winning training to support your growth in financial planning. You’ll work within a firm that emphasizes education, planning, and a flexible business-owner mindset.

As an independent contractor, you can shape your workday, build a book of business, and pursue licenses and CFP designation with company-backed tuition support.