Independent Financial Advisor: Build Your Own Practice

Northwestern Mutual Group; Phoenix (AZ); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Medical, vision & dental

Parental benefits

Bonus programs & expense allowances

Licensing support

Job summary

Northwestern Mutual offers a path to build a financial planning practice as a financial advisor, starting as a financial representative focused on client-building and licenses. Our award-winning training and proprietary planning software equip you to educate clients, design holistic plans, and provide growth, protection, and retirement solutions.

As an entrepreneur, you can shape your workday, join a team or operate a solo practice, with uncapped earning potential through performance-based

Qualifications

• Entrepreneurial ambitions to own a business
• History of success in relationship-building or client-facing roles
• Continuous learning and collaboration
• Proficient critical thinking
• Legal authorization to work in the US without sponsorship

Responsibilities

• Grow client base by new connections, referrals, and delivering a great client experience
• Build personalized, holistic financial plans for each client
• Manage clients' financial plans to help achieve goals
• Cultivate relationships to support clients through life stages

Skills

Entrepreneurial mindset

Relationship building

Continuous learning

Collaboration

Critical thinking

Motivation

Work authorization to United States

Job description

Northwestern Mutual offers a path to build a financial planning practice as a financial advisor, starting as a financial representative focused on client-building and licenses. Our award-winning training and proprietary planning software equip you to educate clients, design holistic plans, and provide growth, protection, and retirement solutions.

As an entrepreneur, you can shape your workday, join a team or operate a solo practice, with uncapped earning potential through performance-based