Holistic Financial Planner & Client Growth Leader

Northwestern Mutual; Leawood (KS); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Training program

Licensing support

Retirement plan

Comprehensive benefits

Job summary

Northwestern Mutual offers a path to becoming a financial advisor, starting as a financial representative focused on client-building and licenses. Award-winning training helps you build a practical financial planning practice with growth and uncapped earnings.

You’ll become a business owner, shaping your day and developing holistic plans with education in life/health, securities, and CFP pathways. The company funds retirement benefits and licenses and supports ongoing learning.

Qualifications

• Bachelor’s degree 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.

Responsibilities

• Grow your client base by making new connections and referrals.
• Build personalized, holistic financial plans for clients.
• Manage client financial plans to help them reach goals.
• Grow relationships to support clients through life stages.

Skills

Relationship-building

Time-management

Excellent communication

Entrepreneurial ambition

Continuous learning

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a path to becoming a financial advisor, starting as a financial representative focused on client-building and licenses. Award-winning training helps you build a practical financial planning practice with growth and uncapped earnings.

You’ll become a business owner, shaping your day and developing holistic plans with education in life/health, securities, and CFP pathways. The company funds retirement benefits and licenses and supports ongoing learning.