Entrepreneurial Financial Planner & Client Growth Partner

Northwestern Mutual; Duluth (MN); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Award-winning training program

Company-funded retirement package

Medical, vision & dental plans

Parental benefits

Job summary

Northwestern Mutual seeks motivated individuals to become financial representatives, start their own advisory practice, and build a client-focused business. You’ll pursue licenses, leverage our training, and educate clients on comprehensive financial planning.

You will craft personalized plans, manage client portfolios, and grow relationships through life’s stages, with compensation tied to performance and client outcomes.

Qualifications

• Bachelor’s degree required or equivalent
• Entrepreneurial drive to build a client-focused practice
• Proven ability to build and maintain client relationships
• Strong time-management and communication skills

Responsibilities

• Grow your client base through referrals and networking
• Create personalized, holistic financial plans
• Manage clients’ financial plans to help them reach goals
• Build and maintain client relationships across life stages

Skills

Entrepreneurial mindset

Relationship building

Time management

Strong communicator

Critical thinking

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks motivated individuals to become financial representatives, start their own advisory practice, and build a client-focused business. You’ll pursue licenses, leverage our training, and educate clients on comprehensive financial planning.

You will craft personalized plans, manage client portfolios, and grow relationships through life’s stages, with compensation tied to performance and client outcomes.