Entrepreneurial Financial Planner & Client Growth Partner

Northwestern Mutual; Boise (ID); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Licensing support (SIE, Series 6/7/63)

Company-funded retirement plan

Comprehensive medical/vision/dental

Parental benefits

Job summary

Northwestern Mutual offers aspiring financial professionals a route to start their own practice as a financial representative with a focus on client-building and licensing. The program provides training to help you develop holistic financial plans and grow your client base, with earnings tied to performance as a contractor.

You’ll pursue licenses in Life/Health, SIE, and Series exams. The company supports licensing, offers comprehensive training, and provides a pathway to become an advanced

Qualifications

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

Responsibilities

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

Skills

Entrepreneurial ambitions

relationship-building

time management

continuous learning

communication

motivation

drive

Education

Bachelor’s degree

Job description

Northwestern Mutual offers aspiring financial professionals a route to start their own practice as a financial representative with a focus on client-building and licensing. The program provides training to help you develop holistic financial plans and grow your client base, with earnings tied to performance as a contractor.

You’ll pursue licenses in Life/Health, SIE, and Series exams. The company supports licensing, offers comprehensive training, and provides a pathway to become an advanced