Holistic Financial Planner & Growth Partner

Northwestern Mutual; Manchester (IA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Licensing & training support

Retirement package

Medical, vision & dental plans

Parental benefits

Pension plan

Job summary

Northwestern Mutual seeks aspiring financial advisors to build and own a financial planning practice. You’ll educate clients, design holistic plans, and guide them through life stages, leveraging Northwestern Mutual’s training and licensing support.

You’ll work as an independent contractor in a model offering uncapped earning potential through performance-based compensation and a robust benefits ecosystem. This role emphasizes entrepreneurship and client relationship growth.

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.
• 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

Motivation & drive

Critical thinking

Collaboration

Entrepreneurial spirit

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks aspiring financial advisors to build and own a financial planning practice. You’ll educate clients, design holistic plans, and guide them through life stages, leveraging Northwestern Mutual’s training and licensing support.

You’ll work as an independent contractor in a model offering uncapped earning potential through performance-based compensation and a robust benefits ecosystem. This role emphasizes entrepreneurship and client relationship growth.