Grow Your Own Financial Planning Practice

Northwestern Mutual; Woburn (MA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Fully company-funded retirement

Licensing & designation support

Medical, vision, dental plans

Parental benefits

Job summary

Northwestern Mutual seeks to train and support aspiring financial advisors who will build their own client base and deliver holistic financial plans. The role emphasizes client-building, licenses, and a revenue-based compensation model.

New advisors start with training, licensing support, and access to a national network of seasoned professionals to learn the business through experience. This path offers uncapped earning potential as a business owner.

Qualifications

• Bachelor’s degree required or equivalent.
• Entrepreneurial ambitions to be a business owner.
• Strong relationship-building and client-facing skills.
• Willingness to learn and collaborate across teams.

Responsibilities

• Grow your client base by building connections and maintaining referrals.
• Develop personalized, holistic financial plans for clients.
• Manage clients’ financial plans to help achieve goals.
• Grow relationships with clients through all life stages.

Skills

Relationship-building

Time-management

Communication

Critical thinking

Motivation & drive

Collaboration

Continuous learning

Entrepreneurial mindset

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks to train and support aspiring financial advisors who will build their own client base and deliver holistic financial plans. The role emphasizes client-building, licenses, and a revenue-based compensation model.

New advisors start with training, licensing support, and access to a national network of seasoned professionals to learn the business through experience. This path offers uncapped earning potential as a business owner.