Entrepreneurial Financial Planner | Holistic Planning

Northwestern Mutual; Bowling Green (IN); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Fully company‑funded retirement plan

Comprehensive health plans

Parental benefits

Job summary

Northwestern Mutual is looking for a Financial Advisor who can help clients reach their goals through comprehensive financial planning. You start as a financial representative focused on client-building and obtaining licenses, with award-winning training to develop a practice that emphasizes planning across asset protection, education funding, investments, retirement, and more.

You’ll work as an independent contractor with a performance-based compensation structure, supported by full training,

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven ability to build relationships or work with clients.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Strong critical thinking abilities.
• Excellent communicator in diverse settings.
• Motivation and drive to succeed.
• Authorized to work in the US without sponsorship.

Responsibilities

• Grow your client base by networking and providing a great client experience.
• Build personalized, holistic financial plans for each client.
• Manage client financial plans to help them reach goals.
• Develop and grow relationships to support clients through life stages.

Skills

Client-building

Relationship-building

Communication

Time management

Motivation & drive

Critical thinking

Education

Bachelor’s degree

Job description

Northwestern Mutual is looking for a Financial Advisor who can help clients reach their goals through comprehensive financial planning. You start as a financial representative focused on client-building and obtaining licenses, with award-winning training to develop a practice that emphasizes planning across asset protection, education funding, investments, retirement, and more.

You’ll work as an independent contractor with a performance-based compensation structure, supported by full training,