Holistic Financial Planner & Client Growth Leader

Northwestern Mutual; Wall (PA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Comprehensive benefits

Retirement package

Job summary

Northwestern Mutual is seeking an aspiring financial advisor to build a client-base and develop a private practice backed by award-winning training. You’ll work toward the necessary licenses and design a holistic financial plan for each client, while shaping your business around your life and goals.

As a financial representative, you’ll benefit from a robust, performance-based compensation structure, a national network of mentors, and ongoing professional designations to support long-term growth.

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 and communication skills.
• Desire for continuous learning and collaboration.

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 seeking an aspiring financial advisor to build a client-base and develop a private practice backed by award-winning training. You’ll work toward the necessary licenses and design a holistic financial plan for each client, while shaping your business around your life and goals.

As a financial representative, you’ll benefit from a robust, performance-based compensation structure, a national network of mentors, and ongoing professional designations to support long-term growth.