Entrepreneurial Financial Planner — Training, Licensing & Growth

careers-northwesternmutual; Los Angeles (CA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Health benefits

Licensing support

Parental benefits

Job summary

Northwestern Mutual is seeking a financial advisor to build a practice and help clients achieve their goals through comprehensive financial planning. You start as a financial representative focused on client-building and licenses, with award-winning training and a path to becoming a business owner.

You’ll pursue licenses (Life/ALHC, SIE, Series 6/7/63) with company support, operate as an independent contractor, and access a national network for mentorship and growth opportunities.

Qualifications

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

Responsibilities

• Grow your client base by connecting with new referrals and providing a great client experience.
• Build personalized, holistic financial plans tailored to each client.
• Manage client plans to help them achieve goals.
• Grow relationships with clients through all life stages.

Skills

Entrepreneurial mindset

Relationship building

Strong communication

Time management

Lifelong learner

US work authorization

Education

Bachelor's degree

Tools

Proprietary planning software

Job description

Northwestern Mutual is seeking a financial advisor to build a practice and help clients achieve their goals through comprehensive financial planning. You start as a financial representative focused on client-building and licenses, with award-winning training and a path to becoming a business owner.

You’ll pursue licenses (Life/ALHC, SIE, Series 6/7/63) with company support, operate as an independent contractor, and access a national network for mentorship and growth opportunities.