Independent Financial Advisor: Build Your Practice

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

Benefits offered by this job

Licensing tuition support

Company-funded retirement

Bonuses and expense allowances

Job summary

Northwestern Mutual is seeking motivated Financial Representatives to start their own advisory practice within the Northwestern Mutual framework. You will focus on client-building, licensing, and education to create individualized financial plans.

As a business owner in this role, you’ll leverage our training and compensation structure to build a sustainable practice, while shaping your workday to fit your life and goals.

Qualifications

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

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

Relationship-building

Communication

Time management

Critical thinking

Learning mindset

Collaboration

Motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking motivated Financial Representatives to start their own advisory practice within the Northwestern Mutual framework. You will focus on client-building, licensing, and education to create individualized financial plans.

As a business owner in this role, you’ll leverage our training and compensation structure to build a sustainable practice, while shaping your workday to fit your life and goals.