Financial Advisor — Build Your Own Practice

Northwestern Mutual; Goerke's Corners (WI); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Parental benefits

Retirement package

Licensing support

CFP licensing support

Health, vision, dental

Job summary

Northwestern Mutual invites you to become a financial advisor, starting as a financial representative focused on client-building and licensing. Our training programs equip you to build a planning practice with planning experience, asset protection, education funding, and retirement solutions.

You’ll learn to educate clients using our planning software and have the chance to shape your workday as an entrepreneur with uncapped earning potential.

Qualifications

• Bachelor’s degree is required.
• Entrepreneurial ambition to own a business.
• Proven 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 making new connections, maintaining a strong referral network, and providing a great client experience.
• Build personalized, holistic financial plans tailored to every 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

Entrepreneurial mindset

Relationship-building

Time management

Strong communication

Self-motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual invites you to become a financial advisor, starting as a financial representative focused on client-building and licensing. Our training programs equip you to build a planning practice with planning experience, asset protection, education funding, and retirement solutions.

You’ll learn to educate clients using our planning software and have the chance to shape your workday as an entrepreneur with uncapped earning potential.