Holistic Financial Planner & Client Growth Lead

Northwestern Mutual; Westlake Village (CA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Licensing support

Retirement plan

Medical benefits

Parental benefits

Job summary

Northwestern Mutual is hiring Financial Representatives to start as a financial advisor and build a personal client book. Our training programs equip you with education, licenses, and a path to ownership with a performance-based compensation structure.

You’ll obtain Life/Health, SIE, and Series licenses, with pre-payment or reimbursement for tuition. Expect earnings from commissions, renewals, bonuses, and growth opportunities through a national network.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial mindset to own a business.
• Proven success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Strong communication and critical thinking abilities.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow client base by making new connections and referrals.
• Build personalized, holistic financial plans for clients.
• Manage clients’ financial plans to help achieve goals.
• Grow relationships with clients through life stages.

Skills

Entrepreneurial ambitions

Relationship-building

Time management

Continuous learning

Critical thinking

Strong communicator

Motivation & drive

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual is hiring Financial Representatives to start as a financial advisor and build a personal client book. Our training programs equip you with education, licenses, and a path to ownership with a performance-based compensation structure.

You’ll obtain Life/Health, SIE, and Series licenses, with pre-payment or reimbursement for tuition. Expect earnings from commissions, renewals, bonuses, and growth opportunities through a national network.