Holistic Financial Advisor: Build Your Practice

Northwestern Mutual; Irving (IA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

Fully company-funded retirement

Comprehensive benefits

Job summary

Northwestern Mutual in the United States seeks a Financial Advisor to build an independent practice. You start as a financial representative focused on client-building and obtaining licenses, with award-winning training to develop planning capabilities.

You can shape your business day as a entrepreneur with a performance-based compensation structure and access to planning software. Licensing support and a broad benefits package are part of the program.

Qualifications

• Bachelor’s degree and entrepreneurial ambitions to own a business
• History of success in relationship-building or client-facing roles
• Excellent time-management skills
• Strong communication and drive; legal authorization to work in the US without sponsorship

Responsibilities

• Grow client base by connecting and referrals, delivering a great client experience
• Build holistic financial plans tailored to each client’s needs
• Manage client financial plans to help them achieve their goals
• Grow relationships to support clients through life stages

Skills

Relationship-building

Client-facing

Time-management

Communication

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States seeks a Financial Advisor to build an independent practice. You start as a financial representative focused on client-building and obtaining licenses, with award-winning training to develop planning capabilities.

You can shape your business day as a entrepreneur with a performance-based compensation structure and access to planning software. Licensing support and a broad benefits package are part of the program.