Holistic Financial Planner & Growth Partner

Talentify; Deerfield (IL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Company-funded retirement package

Medical, vision & dental plans

Parental benefits

Licensing & CFP support

Job summary

Northwestern Mutual is seeking aspiring financial advisors to start and grow their own practice within our network. You’ll build a client base, craft personalized financial plans, and guide clients through life stages within a supportive, training-rich environment.

You begin as a financial representative, earn through a performance-based compensation structure, and gain access to licensing paths including CFP support and company-backed education resources.

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

Relationship building

Time management

Communication

Critical thinking

Motivation/Drive

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking aspiring financial advisors to start and grow their own practice within our network. You’ll build a client base, craft personalized financial plans, and guide clients through life stages within a supportive, training-rich environment.

You begin as a financial representative, earn through a performance-based compensation structure, and gain access to licensing paths including CFP support and company-backed education resources.