Entrepreneurial Financial Planner & Holistic Advisor

Northwestern Mutual; Sunset Hills (MO); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Company-funded retirement package

Medical, vision, and dental plans

Parental benefits

Job summary

Northwestern Mutual in the United States offers a pathway to become a financial advisor, starting as a financial representative focused on client-building and obtaining licenses. Our acclaimed training program equips you with the education, skills, and development strategies to build a holistic financial planning practice.

You’ll grow a client base, create personalized plans, and work with a national network as you pursue advanced advisor roles and uncapped earning potential within a

Qualifications

• Bachelor’s degree required or equivalent.
• Entrepreneurial mindset to own a practice.
• Proven ability to build client relationships and grow business.

Responsibilities

• Grow your client base by establishing referrals and delivering excellent service.
• Create personalized, holistic financial plans for diverse clients.
• Manage clients’ financial plans to help them reach goals.
• Expand relationships with clients through life stages.

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 in the United States offers a pathway to become a financial advisor, starting as a financial representative focused on client-building and obtaining licenses. Our acclaimed training program equips you with the education, skills, and development strategies to build a holistic financial planning practice.

You’ll grow a client base, create personalized plans, and work with a national network as you pursue advanced advisor roles and uncapped earning potential within a