Entrepreneurial Financial Planner & Client Impact Advisor

Northwestern Mutual; Town of Texas (WI); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement package

Medical plans

Parental benefits

Job summary

Northwestern Mutual is recruiting Financial Advisors in Milwaukee, WI to start as Financial Representatives focused on client-building and licenses. You’ll learn our award-winning training and build a practice that spans investments, insurance, and retirement planning with uncapped earning potential through a performance-based compensation structure.

As an entrepreneur, you can shape your workday, open an office, join a team, or become an advanced advisor, while supporting clients across

Qualifications

• Bachelor’s degree and desire to be a business owner.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills and commitment to continuous learning.
• Proactive communicator with strong motivation and drive.
• Legal authorization to work in the US without sponsorship.

Responsibilities

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

Skills

Relationship-building

Time-management

Communication

Self-motivation

Education

Bachelor’s degree

Tools

Life/Accident & Health Licenses

SIE

Series 6/7/63

Job description

Northwestern Mutual is recruiting Financial Advisors in Milwaukee, WI to start as Financial Representatives focused on client-building and licenses. You’ll learn our award-winning training and build a practice that spans investments, insurance, and retirement planning with uncapped earning potential through a performance-based compensation structure.

As an entrepreneur, you can shape your workday, open an office, join a team, or become an advanced advisor, while supporting clients across