Entrepreneurial Wealth Planner

Northwestern Mutual; Town of Wausau (WI); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Medical, vision, dental

Life Insurance & Disability

Parental benefits

Licensing support

CFP licensing support

Bonus programs

Expense allowances

Job summary

Northwestern Mutual is seeking a Financial Advisor who will build and own a client-focused practice, offering holistic financial planning and ongoing client support. You will access proprietary tools and a national advisor network to develop and manage a growing book of business, with licensing and training provided to accelerate your success.

As an independent contractor, you’ll shape your schedule and earnings through performance-based compensation, with extensive licensing support and a full

Qualifications

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

Responsibilities

• Grow your client base by building connections and maintaining a strong referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage clients’ financial plans to help them achieve goals.
• Grow relationships with clients to support them through life stages.

Skills

Entrepreneurial mindset

Relationship building

Time management

Strong communicator

Critical thinking

Motivation and drive

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a Financial Advisor who will build and own a client-focused practice, offering holistic financial planning and ongoing client support. You will access proprietary tools and a national advisor network to develop and manage a growing book of business, with licensing and training provided to accelerate your success.

As an independent contractor, you’ll shape your schedule and earnings through performance-based compensation, with extensive licensing support and a full