Independent Financial Advisor: Build Your Practice Impact

Northwestern Mutual; New Haven (CT); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Tuition reimbursement

Fully funded retirement plan

Medical, vision, dental plans

Parental benefits

Job summary

Northwestern Mutual invites aspiring financial advisors to join its award-winning training program, starting as a financial representative focused on client-building and licensing. The role leads to owning a planning practice with uncapped earnings potential through a performance-based compensation structure.

Training includes education in Life/Health, SIE, Series 6/7/63, pre-payment for tuition, and access to a national network of experienced advisors.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking skills.
• Strong communication skills.
• Motivation and drive.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base through new connections and referrals, delivering a great client experience.
• Build personalized, holistic financial plans for each client.
• Manage client plans to help achieve financial goals.
• Grow relationships with clients through all life stages.

Skills

Relationship-building

Client-facing

Time management

Continuous learning

Critical thinking

Communication

Motivation

Self-drive

Education

Bachelor’s degree

Job description

Northwestern Mutual invites aspiring financial advisors to join its award-winning training program, starting as a financial representative focused on client-building and licensing. The role leads to owning a planning practice with uncapped earnings potential through a performance-based compensation structure.

Training includes education in Life/Health, SIE, Series 6/7/63, pre-payment for tuition, and access to a national network of experienced advisors.