Financial Advisor: Build Your Own Practice & Impact

Northwestern Mutual; Durham (NC); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

CFP licensing support

Retirement plan

Medical vision dental plans

Life insurance

Parental benefits

Bonuses

Job summary

Northwestern Mutual offers a pathway to becoming a financial advisor, starting as a financial representative focused on client-building and licenses. You gain access to award-winning training and a support network to build a personal planning practice with a performance-based compensation structure.

Responsibilities include growing your client base, delivering holistic financial plans, and managing client portfolios, with opportunities for revenue growth and professional designations along the

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to run a business.
• History of success in client-facing roles.

Responsibilities

• Grow client base through connections and referrals.
• Build holistic financial plans tailored to clients' needs.
• Manage client financial plans to help reach goals.
• Grow relationships to support clients through life stages.

Skills

Relationship-building

Time management

Communication

Self-motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a pathway to becoming a financial advisor, starting as a financial representative focused on client-building and licenses. You gain access to award-winning training and a support network to build a personal planning practice with a performance-based compensation structure.

Responsibilities include growing your client base, delivering holistic financial plans, and managing client portfolios, with opportunities for revenue growth and professional designations along the