Independent Financial Advisor - Build Your Practice

Northwestern Mutual; Monterey (CA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Company-funded retirement

Pension plan

Medical, Vision & Dental

Job summary

Northwestern Mutual is seeking aspiring financial advisors to start as financial representatives focused on client-building and obtaining licenses. The company provides award-winning training to build a financial planning practice.

You can shape your workday as a business owner, with uncapped earning potential through a performance-based compensation structure and a national network of experienced advisors for guidance.

Qualifications

• Bachelor’s degree and entrepreneurial mindset.
• Strong relationship-building and client-facing experience.
• Ability to manage time and collaborate effectively.

Responsibilities

• Grow your client base by building connections and referrals.
• Create personalized holistic financial plans.
• Manage client plans to reach goals.
• Develop relationships across lifecycle stages.

Skills

Relationship-building

Time-management

Communication

Self-motivation

Analytical thinking

Education

Bachelor’s degree

Authorization to work in US without sponsorship

Job description

Northwestern Mutual is seeking aspiring financial advisors to start as financial representatives focused on client-building and obtaining licenses. The company provides award-winning training to build a financial planning practice.

You can shape your workday as a business owner, with uncapped earning potential through a performance-based compensation structure and a national network of experienced advisors for guidance.