Financial Advisor: Launch Your Own Planning Practice

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

Benefits offered by this job

Performance-based pay

Licensing support

Retirement plan

Medical benefits

Life & disability insurance

Parental benefits

Job summary

Northwestern Mutual in Wisconsin is seeking a Financial Advisor candidate to grow a personal client base by building holistic financial plans. The role emphasizes client relationships, licensing progress, and a pathway to business ownership with the support of award-winning training.

You'll work toward licenses in life, health, securities, and more, with company-funded retirement benefits and a structured earnings model based on performance, renewal income, and client service.

Qualifications

• Bachelor’s degree required.
• Licenses: Life/Accident & Health, SIE, Series 6, 7, and 63; pre-payment/reimbursement for tuition/books.

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

Continuous learning

Critical thinking

Communication

Motivation / drive

Work authorization (US)

Education

Bachelor’s degree

Job description

Northwestern Mutual in Wisconsin is seeking a Financial Advisor candidate to grow a personal client base by building holistic financial plans. The role emphasizes client relationships, licensing progress, and a pathway to business ownership with the support of award-winning training.

You'll work toward licenses in life, health, securities, and more, with company-funded retirement benefits and a structured earnings model based on performance, renewal income, and client service.