Entrepreneurial Financial Planner & Holistic Wealth Advisor

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

Benefits offered by this job

Performance-based pay

Retirement plan

Medical plans

Parental benefits

Job summary

Northwestern Mutual is seeking aspiring financial advisors to build and own a financial planning practice. You’ll start as a financial representative focused on client-building, licensing, and education in a training-centric path.

You’ll create holistic financial plans, educate clients on investments, insurance, and retirement solutions, and develop a referral network to grow your practice within a supportive national framework.

Qualifications

• Bachelor’s degree is required.
• Entrepreneurial ambitions to own a business.
• Proven history of relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Strong critical thinking skills.
• Strong communication skills.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by making new connections and maintaining a strong referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage clients’ financial plans to help them reach goals.
• Grow relationships with clients to support them through life stages.

Skills

Relationship-building

Communication

Time management

Lifelong learning

Critical thinking

Motivation & drive

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking aspiring financial advisors to build and own a financial planning practice. You’ll start as a financial representative focused on client-building, licensing, and education in a training-centric path.

You’ll create holistic financial plans, educate clients on investments, insurance, and retirement solutions, and develop a referral network to grow your practice within a supportive national framework.