Holistic Financial Planner & Client Builder

Northwestern Mutual; Columbus (NE); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Licensing support

CFP licensing support

Retirement plan

Job summary

Northwestern Mutual is recruiting financial advisors to build and own a planning practice in the United States. You’ll start as a financial representative focused on client-building and licensing while using Northwestern Mutual’s planning tools to educate clients on investments, insurance, and retirement solutions.

The role offers training, licensing support, and a path to become an independent business owner with uncapped earning potential through performance-based compensation.

Qualifications

• Bachelor’s degree and entrepreneurial ambitions to own a business.
• History of success in relationships or client-facing roles.
• Strong time-management and communication skills.
• Desire for continuous learning and collaboration.

Responsibilities

• Grow client base via connections and referrals with a great client experience.
• Build personalized, holistic financial plans for clients.
• Manage client plans to help achieve goals.
• Grow relationships to support clients through life stages.

Skills

Relationship-building

Time management

Critical thinking

Communication

Motivation & drive

Continuous learning

Education

Bachelor's degree

Tools

N/A

Job description

Northwestern Mutual is recruiting financial advisors to build and own a planning practice in the United States. You’ll start as a financial representative focused on client-building and licensing while using Northwestern Mutual’s planning tools to educate clients on investments, insurance, and retirement solutions.

The role offers training, licensing support, and a path to become an independent business owner with uncapped earning potential through performance-based compensation.