Entrepreneurial Financial Planner & Wealth Advisor

Northwestern Mutual; Gilbert (AZ); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

License & study reimbursements

Retirement package

Health, dental, vision plans

Parental benefits

Job summary

Northwestern Mutual invites motivated individuals to become Financial Representatives, launching a personal advisory practice with full support. You’ll build client bases, educate clients with holistic plans, and work toward uncapped earnings through a performance-based compensation structure.

Training covers licenses (Life/Health, SIE, Series 6/7/63) and offers reimbursement, plus access to a national network of experienced advisors.

Qualifications

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

Responsibilities

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
• Build personalized, holistic financial plans tailored to every client’s needs.
• Manage your client’s financial plans to help them achieve their goals.
• Grow relationships with clients to support them through every stage of life.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Communication

Continuous learning

Motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual invites motivated individuals to become Financial Representatives, launching a personal advisory practice with full support. You’ll build client bases, educate clients with holistic plans, and work toward uncapped earnings through a performance-based compensation structure.

Training covers licenses (Life/Health, SIE, Series 6/7/63) and offers reimbursement, plus access to a national network of experienced advisors.