Entrepreneurial Financial Planner & Wealth Advisor

Northwestern Mutual; Winston-Salem (NC); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Parental benefits

Retirement package

Medical insurance

Life & disability

Job summary

Northwestern Mutual offers a path to becoming a financial advisor by starting as a financial representative focused on client-building and licensing. The award-winning training equips you to build a financial planning practice and shape your workday as a business owner.

You’ll pursue licenses (Life/Accident & Health, SIE, Series 6/7/63) with company-sponsored tuition support, and enjoy a performance-based compensation structure, a retirement package, and broad client impact opportunities.

Qualifications

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

Responsibilities

• Grow client base through referrals and strong client experience.
• Build personalized, holistic financial plans for clients.
• Manage client financial plans to achieve goals.
• Develop relationships with clients across life stages.

Skills

Entrepreneurial ambitions

Relationship-building

Time management

Continuous learning

Critical thinking

Strong communicator

Motivation and drive

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a path to becoming a financial advisor by starting as a financial representative focused on client-building and licensing. The award-winning training equips you to build a financial planning practice and shape your workday as a business owner.

You’ll pursue licenses (Life/Accident & Health, SIE, Series 6/7/63) with company-sponsored tuition support, and enjoy a performance-based compensation structure, a retirement package, and broad client impact opportunities.