Entrepreneurial Wealth Advisor - Build Your Own Practice

Northwestern Mutual; Roseville (CA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Fully funded retirement package

Licensing support (SIE, Series 6/7/63)

Job summary

Northwestern Mutual seeks a driven financial advisor to grow a client base and build comprehensive financial plans. You will operate as an independent contractor, delivering holistic advice, investments, and insurance solutions to clients across diverse life stages.

The role emphasizes ongoing training, licensing, and the potential for uncapped earnings through a performance-based compensation structure, within a collaborative national network.

Qualifications

• Bachelor’s degree or higher required.
• Entrepreneurial mindset to start and grow a business.
• Proven ability in relationship-building or client-facing roles.

Responsibilities

• Grow your client base by making new connections and referrals.
• Build personalized, holistic financial plans for each client.
• Manage clients’ financial plans to help achieve goals.
• Grow relationships with clients through all life stages.

Skills

Bachelor’s degree or higher

Entrepreneurial mindset

Relationship building

Time management

Continuous learning

Critical thinking

Strong communicator

Motivation and drive

Work authorization in US

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks a driven financial advisor to grow a client base and build comprehensive financial plans. You will operate as an independent contractor, delivering holistic advice, investments, and insurance solutions to clients across diverse life stages.

The role emphasizes ongoing training, licensing, and the potential for uncapped earnings through a performance-based compensation structure, within a collaborative national network.