Holistic Financial Planner & Independent Advisor

Northwestern Mutual; Walnut Creek (CA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement package

Medical, vision, and dental plans

Parental benefits

Job summary

Northwestern Mutual is seeking a Financial Advisor to build a client base and deliver holistic financial plans within a supportive national network. You will guide clients through important life stages with tailored strategies and work as an independent contractor with access to extensive training and licensing programs.

The role emphasizes entrepreneurship, ongoing professional development, and the potential to shape your practice while earning based on performance and client outcomes.

Qualifications

• Bachelor’s degree required.
• 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.
• 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 ambitions

Relationship-building

Time management

Communication

Critical thinking

Self-motivation

Collaboration

US work authorization

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking a Financial Advisor to build a client base and deliver holistic financial plans within a supportive national network. You will guide clients through important life stages with tailored strategies and work as an independent contractor with access to extensive training and licensing programs.

The role emphasizes entrepreneurship, ongoing professional development, and the potential to shape your practice while earning based on performance and client outcomes.