Entrepreneurial Financial Planner & Practice Builder

Northwestern Mutual; Troy (OH); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Professional licensing support

Retirement plan

Health plans

Parental benefits

Job summary

Northwestern Mutual is seeking individuals to start as financial representatives and grow into business-owning financial advisors. The role emphasizes client acquisition, comprehensive financial planning, licensing, and a performance-based compensation structure.

Training and licensing support are provided, with independent contractor income and a national network for mentorship. The opportunity allows you to shape your practice, build an office stance, or join a team while pursuing CFP

Qualifications

• Bachelor’s degree or higher
• History of success in relationship-building or client-facing roles
• Entrepreneurial ambitions to own a business
• Strong time-management and collaborative skills
• Willingness to work as an independent contractor

Responsibilities

• Grow your client base by establishing connections and referrals
• Develop personalized, holistic financial plans for clients
• Manage client financial plans to help achieve goals
• Grow relationships to support clients through life stages

Skills

Entrepreneurial mindset

Relationship building

Communication

Time management

Critical thinking

Sales aptitude

Client service

Education

Bachelor’s degree

Tools

Proprietary planning software

Job description

Northwestern Mutual is seeking individuals to start as financial representatives and grow into business-owning financial advisors. The role emphasizes client acquisition, comprehensive financial planning, licensing, and a performance-based compensation structure.

Training and licensing support are provided, with independent contractor income and a national network for mentorship. The opportunity allows you to shape your practice, build an office stance, or join a team while pursuing CFP