Holistic Financial Planner & Practice Builder

Northwestern Mutual; Decatur (AL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Parental benefits

Job summary

Northwestern Mutual invites entrepreneurial individuals to start a financial planning practice as a financial representative, building client networks, and pursuing licenses for Life/Accident & Health, SIE, Series 6/7/63. You’ll learn through award-winning training and join a national advisor network with strong earning potential.

As an independent contractor, you’ll own your business while enjoying comprehensive training, support, and a path toward CFP licensing and retirement planning

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

Entrepreneurial mindset

Relationship-building

Time management

Continuous learning

Collaboration

Critical thinking

Communication skills

Self-motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual invites entrepreneurial individuals to start a financial planning practice as a financial representative, building client networks, and pursuing licenses for Life/Accident & Health, SIE, Series 6/7/63. You’ll learn through award-winning training and join a national advisor network with strong earning potential.

As an independent contractor, you’ll own your business while enjoying comprehensive training, support, and a path toward CFP licensing and retirement planning