Holistic Financial Planner & Practice Builder

Northwestern Mutual; Alabama; On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Retirement package

Medical/vision/dental

Life and disability insurance

Parental benefits

Licensing support

Job summary

Northwestern Mutual is seeking aspiring financial advisors to start a practice as a financial representative and build a client-focused business. You’ll receive award‑winning training to obtain Life/Health, SIE, Series 6, 7, and 63 licenses, with pre‑payment support for tuition.

The role combines client-building with licensing, leading to uncapped earning potential in a performance-based compensation structure.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Experience in relationship-building or client-facing roles.
• Strong time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking and problem-solving.
• Strong communication skills.
• High motivation and drive.

Responsibilities

• Grow your client base by making new connections and maintaining a strong referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage clients’ financial plans to help them achieve goals.
• Grow relationships with clients to support them through life stages.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Continuous learning

Communication

Motivation & drive

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking aspiring financial advisors to start a practice as a financial representative and build a client-focused business. You’ll receive award‑winning training to obtain Life/Health, SIE, Series 6, 7, and 63 licenses, with pre‑payment support for tuition.

The role combines client-building with licensing, leading to uncapped earning potential in a performance-based compensation structure.