Holistic Financial Planner & Entrepreneurial Advisor

Northwestern Mutual; Miami (FL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Medical insurance

Parental benefits

Bonus programs

Licensing support

CFP licensing support

Job summary

Northwestern Mutual is seeking aspiring financial advisors to join our training program and launch their own financial planning practice. You start as a financial representative focused on client-building, licensing, and education through our award-winning curriculum, with access to a national network and uncapped earning potential through a performance-based compensation structure.

As a financial advisor, you will grow your client base, tailor holistic plans, manage ongoing client

Qualifications

• Bachelor’s degree.
• 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.
• Proficient critical thinking skills.
• Strong communicator.
• Strong sense of motivation and drive.
• 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

Communication

Critical thinking

Motivation and drive

Work authorization US

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking aspiring financial advisors to join our training program and launch their own financial planning practice. You start as a financial representative focused on client-building, licensing, and education through our award-winning curriculum, with access to a national network and uncapped earning potential through a performance-based compensation structure.

As a financial advisor, you will grow your client base, tailor holistic plans, manage ongoing client