Financial Advisor: Build Your Practice & Grow Wealth

Northwestern Mutual; Clearwater (FL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Retirement package

Comprehensive medical plan

Licensing support

Parental benefits

Job summary

Northwestern Mutual offers an opportunity to start a business-as-a-financial-advisor model, beginning as a financial representative focused on client-building and licensing. The company provides award-winning training to help you build a practice with planning software for investments, insurance, and retirement income.

You can become an advanced advisor while shaping your schedule as an independent contractor.

Qualifications

• Bachelor’s degree required or equivalent.
• Entrepreneurial ambitions to be a business owner.
• Proven history in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking and strong communication skills.

Responsibilities

• Grow your client base by building connections and maintaining a strong referral network.
• Create personalized, holistic financial plans for each client.
• Manage clients’ financial plans to help them achieve their goals.
• Expand relationships with clients to support them through life stages.

Skills

Entrepreneurial

Relationship-building

Communication

Time management

Critical thinking

Motivation & drive

Work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual offers an opportunity to start a business-as-a-financial-advisor model, beginning as a financial representative focused on client-building and licensing. The company provides award-winning training to help you build a practice with planning software for investments, insurance, and retirement income.

You can become an advanced advisor while shaping your schedule as an independent contractor.