Entrepreneurial Financial Planner & Practice Builder

Northwestern Mutual; Milwaukee (WI); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Health insurance

Life insurance

Disability insurance

Parental benefits

Pension plan

Job summary

Northwestern Mutual is seeking individuals to start and grow their own financial planning practice in Milwaukee, offering a path to build a client base and deliver personalized financial plans.

With award-winning training and a strong support system, you can develop a thriving advisory business focused on planning, investments, estate and retirement needs, while benefiting from performance-based earnings and comprehensive company resources.

Qualifications

• Entrepreneurial ambitions to build and own a financial planning practice.
• Strong ability to grow relationships and network.
• Commitment to ongoing learning and collaboration.
• Proven drive, motivation, and self-starting attitude.

Responsibilities

• Grow your client base by connecting with new prospects and referrals.
• Build personalized, holistic financial plans tailored to client needs.
• Manage client financial plans to help reach goals and retain assets.
• Grow relationships to support clients through life events.
• Participate in training programs to develop practice-building skills.

Skills

Entrepreneurial mindset

Relationship-building

Continuous learning

Critical thinking

Motivation and drive

Job description

Northwestern Mutual is seeking individuals to start and grow their own financial planning practice in Milwaukee, offering a path to build a client base and deliver personalized financial plans.

With award-winning training and a strong support system, you can develop a thriving advisory business focused on planning, investments, estate and retirement needs, while benefiting from performance-based earnings and comprehensive company resources.