Independent Financial Advisor - Build Your Practice

Northwestern Mutual; Bend (OR); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Independent contractor status

Licensing support

Retirement plan

Medical, vision, dental

Parental benefits

Job summary

Northwestern Mutual offers a clear path to becoming a financial advisor, starting as a financial representative focused on client-building and licensing. Award-winning training equips you with the education and skills to build a successful planning practice that spans investments, insurance, and retirement planning.

As an entrepreneur, you can shape your workday and become an independent contractor with uncapped earning potential based on performance.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Strong client-facing or relationship-building experience.
• Excellent time-management and collaboration.
• 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

Communication

Critical thinking

Motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a clear path to becoming a financial advisor, starting as a financial representative focused on client-building and licensing. Award-winning training equips you with the education and skills to build a successful planning practice that spans investments, insurance, and retirement planning.

As an entrepreneur, you can shape your workday and become an independent contractor with uncapped earning potential based on performance.