Holistic Financial Advisor & Practice Builder

careers-northwesternmutual; Memphis (TN); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Training & licensing support

Performance-based earnings

Fully company-funded retirement plan

Comprehensive medical, vision, and <br

Job summary

Northwestern Mutual invites individuals to start their own financial planning practice as a Financial Advisor. The program emphasizes training, licensing support, and a framework for uncapped earnings within a national network.

You’ll grow client bases, design holistic financial plans, and guide clients through life stages while building a business as an independent contractor with a strong support system.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven success in client-facing or relationship-building roles.
• Excellent time-management and communication skills.
• Authorized to work in the US without sponsorship.

Responsibilities

• Grow your client base by expanding referrals and delivering a great client experience.
• Build personalized, holistic financial plans tailored to client needs.
• Manage client plans to help them achieve financial goals.
• Cultivate client relationships through all life stages.

Skills

Entrepreneurial mindset

Relationship-building

Strong communicator

Time management

Motivation & drive

Education

Bachelor’s degree

Job description

Northwestern Mutual invites individuals to start their own financial planning practice as a Financial Advisor. The program emphasizes training, licensing support, and a framework for uncapped earnings within a national network.

You’ll grow client bases, design holistic financial plans, and guide clients through life stages while building a business as an independent contractor with a strong support system.