Holistic Financial Advisor & Practice Builder

Northwestern Mutual; Golden Valley (MN); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

CFP licensing support

Fully company-funded retirement

Medical, vision & dental plans

Life Insurance & Disability Insurance

Parental benefits

Job summary

Northwestern Mutual is recruiting for a Financial Advisor who will build and manage a client-focused practice, offering holistic financial plans and ongoing client support. As an entrepreneur and business owner, you will leverage Northwestern Mutual's tools and education to grow your practice and earnings potential.

You will pursue licenses (Life/AL/H), SIE, Series 6/7/63) with company pre-payment support, while benefiting from a fully funded retirement plan and robust benefits.

Qualifications

• Bachelor’s degree is required.
• Entrepreneurial ambitions to be a business owner.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking skills.
• Strong communicator.
• Strong sense of motivation and drive.
• Legal authorization to work in the US without sponsorship.

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.

Education

Bachelor’s degree

Job description

Northwestern Mutual is recruiting for a Financial Advisor who will build and manage a client-focused practice, offering holistic financial plans and ongoing client support. As an entrepreneur and business owner, you will leverage Northwestern Mutual's tools and education to grow your practice and earnings potential.

You will pursue licenses (Life/AL/H), SIE, Series 6/7/63) with company pre-payment support, while benefiting from a fully funded retirement plan and robust benefits.