Financial Advisor: Build a Holistic Planning Practice

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

Benefits offered by this job

Retirement plan

Medical, vision & dental insurance

Licensing & designations support

Training program

Uncapped earnings potential

Job summary

Northwestern Mutual is seeking a financial advisor in Wisconsin to help clients build comprehensive financial plans and grow a personal client base. As an independent contractor, you tailor plans, advise on investments and protection, and work toward long-term client success with the support of our training and licensing programs.

This role offers a performance-based compensation structure, licensing assistance, and the opportunity to shape a business with uncapped earning potential while

Qualifications

• Bachelor’s degree is required or equivalent
• Entrepreneurial ambitions to own a business are highly valued
• Proven ability to build relationships with clients or customers
• Excellent time-management and prioritization skills
• Desire for continuous learning and collaboration and sponsorship readiness

Responsibilities

• Grow your client base by making new connections and maintaining referrals
• Build personalized, holistic financial plans tailored to clients’ needs
• Manage clients’ financial plans to help achieve goals
• Develop and nurture relationships with clients through life stages

Skills

Client relationship-building

Time management

Strong communicator

Entrepreneurial mindset

Motivation and drive

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a financial advisor in Wisconsin to help clients build comprehensive financial plans and grow a personal client base. As an independent contractor, you tailor plans, advise on investments and protection, and work toward long-term client success with the support of our training and licensing programs.

This role offers a performance-based compensation structure, licensing assistance, and the opportunity to shape a business with uncapped earning potential while