Holistic Financial Planner & Client Growth Partner

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

Benefits offered by this job

Independent contractor status

Company-funded retirement package

Major medical, vision, dental

Life and disability insurance

Parental benefits

Job summary

Northwestern Mutual is seeking a Financial Advisor to help clients achieve their goals through comprehensive financial planning. You’ll start as a financial representative focused on client-building and obtaining licenses, supported by award-winning training and a national advisor network.

The role offers a performance-based compensation structure, licensing assistance, and the potential to become a business owner with uncapped earnings. Candidates must be legally authorized to work in the US.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Experience building relationships or working with clients.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Strong critical thinking abilities.
• Excellent communicator with motivation and drive.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by making new connections and building a referral network.
• Build personalized, holistic financial plans tailored to each client.
• Manage clients’ financial plans to help them reach goals.
• Grow relationships with clients to support them through life stages.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Lifelong learning

Critical thinking

Strong communication

Self-motivation

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a Financial Advisor to help clients achieve their goals through comprehensive financial planning. You’ll start as a financial representative focused on client-building and obtaining licenses, supported by award-winning training and a national advisor network.

The role offers a performance-based compensation structure, licensing assistance, and the potential to become a business owner with uncapped earnings. Candidates must be legally authorized to work in the US.