Independent Financial Advisor & Holistic Planner

Northwestern Mutual; Bethesda (AR); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Parental benefits

Retirement plan

Health insurance

Job summary

Northwestern Mutual is seeking a financial advisor to start as a financial representative focused on client-building and licenses. You will educate clients with holistic plans that combine investments, insurance, and retirement solutions and grow a personal practice as an independent contractor.

The role emphasizes entrepreneurship, ongoing training, and a path toward CFP licensing, with a strong emphasis on client relationships and revenue growth.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to be a business owner.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills.

Responsibilities

• Grow your client base by making new connections and maintaining a strong referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage clients’ financial plans to help them achieve goals.
• Grow relationships with clients to support them through life stages.

Skills

Entrepreneurial mindset

Relationship-building

Client-facing

Time-management

Communication

Continuous learning

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a financial advisor to start as a financial representative focused on client-building and licenses. You will educate clients with holistic plans that combine investments, insurance, and retirement solutions and grow a personal practice as an independent contractor.

The role emphasizes entrepreneurship, ongoing training, and a path toward CFP licensing, with a strong emphasis on client relationships and revenue growth.