Holistic Financial Planner & Client Growth Pro

Northwestern Mutual; Village of Farmingdale (NY); Presencial; USD 61.000 - 250.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Performance-based earnings

Licensing support

CFP licensing support

Retirement plan

Medical, vision, dental

Life & Disability Insurance

Parental benefits

Descripción de la vacante

Northwestern Mutual offers a path to own a financial planning practice by starting as a financial representative focused on client-building and licensing through award-winning training programs. You will grow your client base and create holistic financial plans tailored to each client’s needs while pursuing the necessary certifications.

As you advance, licensing support and a performance-based compensation structure enable you to shape your business with a national network backing you.

Formación

• Bachelor’s degree required.
• Entrepreneurial mindset with business ownership ambitions.
• Proven client-building or relationship-building experience.
• Excellent time-management and ability to manage multiple tasks.
• Strong communication and collaboration skills.
• Legal authorization to work in the US without sponsorship.

Responsabilidades

• Grow your client base by building a network and providing great client experiences.
• Develop personalized, holistic financial plans for clients.
• Manage and adjust client financial plans to meet goals.
• Foster long-term relationships to support clients through life events.

Conocimientos

Entrepreneurial ambitions

Relationship-building

Time-management

Collaboration

Critical thinking

Communication skills

Motivation and drive

US work authorization

Educación

Bachelor's degree

Descripción del empleo

Northwestern Mutual offers a path to own a financial planning practice by starting as a financial representative focused on client-building and licensing through award-winning training programs. You will grow your client base and create holistic financial plans tailored to each client’s needs while pursuing the necessary certifications.

As you advance, licensing support and a performance-based compensation structure enable you to shape your business with a national network backing you.