Entrepreneurial Wealth Planner — Build Your Client Practice

Northwestern Mutual; San Diego (CA); On-site; USD 80,000 - 180,000; Full time

Benefits offered by this job

Fully paid insurance licensing

Securities Industry Essentials, Series

Company-funded retirement package

Medical, vision, dental plans

Parental benefits

Job summary

Northwestern Mutual is growing its Wealth Management Advisors in a thriving environment. This role emphasizes entrepreneurial drive and building a personal business with strong support from a leading financial services company.

You’ll establish client relationships, design holistic plans, and guide clients through life stages with comprehensive planning and top-tier training. With uncapped income potential and fully supported licensing/education pathways, this opportunity offers a path to

Qualifications

• BA/BS degree preferred.
• Prior sales and/or business experience preferred.
• Extensive training platform provided.

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 each client's unique needs.
• Manage your clients' financial plans to help them achieve their goals.
• Grow relationships with clients to support them through every stage of life.

Skills

Sales experience

Self-motivation

Education

BA/BS degree

Job description

Northwestern Mutual is growing its Wealth Management Advisors in a thriving environment. This role emphasizes entrepreneurial drive and building a personal business with strong support from a leading financial services company.

You’ll establish client relationships, design holistic plans, and guide clients through life stages with comprehensive planning and top-tier training. With uncapped income potential and fully supported licensing/education pathways, this opportunity offers a path to