Entrepreneurial Financial Planner — Grow Your Own Practice

Northwestern Mutual; Clearwater (FL); On-site; USD 61,000 - 250,000; Full time

Job summary

Northwestern Mutual in the United States is seeking aspiring financial advisors who want to build their own planning practice. You start as a financial representative focused on client-building and obtaining licenses, with award-winning training to support your growth.

As a business owner, you shape your workday and pursue uncapped earnings through a performance-based compensation structure. Licensing in Life/AL & Health, SIE, Series 6/7/63, CFP pathway, and employer-backed retirement benefits

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.
• Proficient critical thinking skills.
• Strong communicator.
• Strong sense of motivation and drive.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your 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 mindset

Relationship-building

Time management

Continuous learning

Collaboration

Critical thinking

Communication

Motivation

Work authorization (US)

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States is seeking aspiring financial advisors who want to build their own planning practice. You start as a financial representative focused on client-building and obtaining licenses, with award-winning training to support your growth.

As a business owner, you shape your workday and pursue uncapped earnings through a performance-based compensation structure. Licensing in Life/AL & Health, SIE, Series 6/7/63, CFP pathway, and employer-backed retirement benefits