Holistic Financial Planner & Entrepreneurial Advisor

Northwestern Mutual; Golden Valley (MN); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Parental benefits at every stage of/f"

Onsite support

Job summary

Northwestern Mutual invites you to start a financial planning business as a financial advisor, becoming a trusted partner in clients’ lives. You will build a client base, design holistic financial plans, and guide clients through life’s milestones with a strong support network and advanced education options.

As an independent contractor, you’ll shape your practice, leverage company training, and access a network of experienced advisors for ongoing development and licensing assistance.

Qualifications

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

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.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Strong communicator

Motivation & drive

Critical thinking

Continuous learning

Legal work authorization (US)

Education

Bachelor’s degree

Job description

Northwestern Mutual invites you to start a financial planning business as a financial advisor, becoming a trusted partner in clients’ lives. You will build a client base, design holistic financial plans, and guide clients through life’s milestones with a strong support network and advanced education options.

As an independent contractor, you’ll shape your practice, leverage company training, and access a network of experienced advisors for ongoing development and licensing assistance.