Entrepreneurial Financial Planner & Practice Builder

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

Benefits offered by this job

Retirement package

Health, vision & dental insurance

Life & disability insurance

Parental benefits

Licensing support

Job summary

Northwestern Mutual invites motivated individuals to start a financial planning practice as a financial representative, focusing on client-building and license attainment. Our training, licensing paths, and a broad range of plan offerings empower you to build a personal business with uncapped earning potential.

You’ll operate as a business owner with access to a national network, a structured three-year training program, and support for licenses such as Life/Health, SIE, Series 6, 7, and 63,

Qualifications

• Entrepreneurial mindset and ability to own a business
• Proven success in building relationships or client-facing roles
• Strong time-management and collaborative learning mindset
• Desire for continuous growth and business ownership

Responsibilities

• Grow your client base through new connections and referrals
• Build personalized, holistic financial plans for clients
• Manage and monitor client financial plans to help goals
• Develop long-term relationships to support clients through life events

Skills

Entrepreneurial ambitions

Relationship-building

Time management

Lifelong learning

Critical thinking

Strong communication

Motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual invites motivated individuals to start a financial planning practice as a financial representative, focusing on client-building and license attainment. Our training, licensing paths, and a broad range of plan offerings empower you to build a personal business with uncapped earning potential.

You’ll operate as a business owner with access to a national network, a structured three-year training program, and support for licenses such as Life/Health, SIE, Series 6, 7, and 63,