Financial Advisor: Build Your Own Practice & Impact

Northwestern Mutual; San Diego (CA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Training program and licensing support

License exam reimbursement

Retirement/pension plan

Job summary

Northwestern Mutual is seeking aspiring financial advisors to start their own practice within a supportive network. You will focus on client-building and obtaining licenses, using our planning software to deliver holistic strategies that combine investments, protection, and retirement solutions.

As an entrepreneur, you’ll shape your schedule and earnings around your goals, with a compensation structure based on performance.

Qualifications

• Bachelor’s degree is required.
• Entrepreneurial ambitions to be a business owner.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking skills.
• Strong communicator.
• Strong sense of motivation and drive.
• 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 client’s 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

Communication

Motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking aspiring financial advisors to start their own practice within a supportive network. You will focus on client-building and obtaining licenses, using our planning software to deliver holistic strategies that combine investments, protection, and retirement solutions.

As an entrepreneur, you’ll shape your schedule and earnings around your goals, with a compensation structure based on performance.