Entrepreneurial Financial Planner & Holistic Advisor

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

Benefits offered by this job

Performance-based earnings

Licensing support

CFP licensing support

Retirement package

Medical, vision, dental

Job summary

Northwestern Mutual is seeking Financial Advisors to start their own planning practice by beginning as a Financial Representative focused on client-building and obtaining licenses. Our award-winning training drives client education and the delivery of holistic financial plans combining investments, protection, and retirement income to help clients reach their goals.

You’ll be a business owner, shaping your workday around your life and enjoying uncapped earnings through a performance-based

Qualifications

• Bachelor’s degree is required.
• Entrepreneurial ambitions to be a business owner.
• History of 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 ambitions

Relationship-building

Time-management

Continuous learning

Critical thinking

Strong communicator

Motivation and drive

Legal work authorization (US)

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking Financial Advisors to start their own planning practice by beginning as a Financial Representative focused on client-building and obtaining licenses. Our award-winning training drives client education and the delivery of holistic financial plans combining investments, protection, and retirement income to help clients reach their goals.

You’ll be a business owner, shaping your workday around your life and enjoying uncapped earnings through a performance-based