Financial Planner & Client Growth Leader

UNAVAILABLE; Cincinnati (OH); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Company-funded retirement package

Medical, vision, and dental plans

Parental benefits

Licensing support and training

Job summary

Northwestern Mutual is seeking a financial advisor to start a practice as an independent contractor, focusing on client-building and licensing. You’ll receive award-winning training and support to design holistic financial plans, including investments, insurance, and retirement strategies.

The role offers a path to business ownership with uncapped earning potential through a performance-based compensation structure and access to a national advisor network.

Qualifications

• Bachelor's degree required or equivalent.
• Strong ability to build and maintain client relationships.
• Motivation to learn and adapt in a sales-driven environment.
• Ability to manage multiple client plans and timelines.

Responsibilities

• Grow your client base by making new connections and maintaining a strong referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage clients' financial plans to help them reach goals.
• Grow relationships with clients to support them through life stages.

Skills

Relationship-building

Entrepreneurial mindset

Excellent communication

Time-management

Continuous learning

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking a financial advisor to start a practice as an independent contractor, focusing on client-building and licensing. You’ll receive award-winning training and support to design holistic financial plans, including investments, insurance, and retirement strategies.

The role offers a path to business ownership with uncapped earning potential through a performance-based compensation structure and access to a national advisor network.