Entrepreneurial Financial Planner & Wealth Builder

Northwestern Mutual; Mount Juliet (TN); On-site; USD 61,000 - 250,000; Full time

Job summary

Northwestern Mutual is seeking motivated individuals to start as financial representatives, building a client base and licensing to become a financial advisor. You’ll learn to deliver holistic financial plans, including investments, insurance, and retirement solutions, while growing your own advisory practice.

The program emphasizes training, licensing support, and a path to becoming an independent contractor with uncapped earning potential based on performance.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• History of success in client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Strong communication skills.
• Self-motivated and driven.
• Legal to work in the US without sponsorship.

Responsibilities

• Grow client base by building connections and referrals.
• Build personalized holistic financial plans for clients.
• Manage financial plans to help clients reach goals.
• Develop relationships with clients through all life stages.

Skills

Relationship-building

Time management

Lifelong learning

Critical thinking

Communication

Motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking motivated individuals to start as financial representatives, building a client base and licensing to become a financial advisor. You’ll learn to deliver holistic financial plans, including investments, insurance, and retirement solutions, while growing your own advisory practice.

The program emphasizes training, licensing support, and a path to becoming an independent contractor with uncapped earning potential based on performance.