Entrepreneurial Financial Planner & Wealth Advisor

Northwestern Mutual; Bowling Green (KY); On-site; USD 61,000 - 250,000; Full time

Job summary

Northwestern Mutual in the United States seeks motivated individuals to start as financial representatives and progress to financial advisors. You will begin with client-building, licensing, and training to develop your own practice, using planning tools to deliver comprehensive plans combining investments, insurance, and retirement income, while enabling you to own your business and shape your workday.

The role emphasizes growing client relationships, creating tailored plans, and guiding

Qualifications

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

Responsibilities

• Grow your client base through connections and referrals.
• Build personalized, holistic financial plans for clients.
• Manage and adjust clients' plans to reach goals.
• Develop relationships to support clients through life stages.

Skills

Entrepreneurial mindset

Relationship building

Time management

Continuous learning

Critical thinking

Communication skills

Motivation

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States seeks motivated individuals to start as financial representatives and progress to financial advisors. You will begin with client-building, licensing, and training to develop your own practice, using planning tools to deliver comprehensive plans combining investments, insurance, and retirement income, while enabling you to own your business and shape your workday.

The role emphasizes growing client relationships, creating tailored plans, and guiding