Holistic Financial Planner & Growth Advisor

Northwestern Mutual; City of Poughkeepsie (NY); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

CFP licensing support

Retirement package

Comprehensive benefits

Job summary

Northwestern Mutual is actively recruiting financial advisors in the United States. The role enables you to build and own your practice, supported by award-winning training and a licensing path including Life/Health, SIE, and Series exams.

You’ll learn client acquisition, finance planning, and how to operate as an independent contractor within our network. This position offers a clear compensation structure based on performance, access to planning software, and benefits.

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

Relationship-building

Time-management

Strong communication

Entrepreneurial mindset

Education

Bachelor’s degree

Job description

Northwestern Mutual is actively recruiting financial advisors in the United States. The role enables you to build and own your practice, supported by award-winning training and a licensing path including Life/Health, SIE, and Series exams.

You’ll learn client acquisition, finance planning, and how to operate as an independent contractor within our network. This position offers a clear compensation structure based on performance, access to planning software, and benefits.