Independent Financial Advisor & Holistic Planner

Northwestern Mutual; Cranberry (MD); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Fully company-funded retirement

Medical, vision, dental plans

Parental benefits

Job summary

Northwestern Mutual in the United States offers an entrepreneurial path to becoming a financial advisor. You start as a financial representative building your client base, obtaining licenses, and developing a holistic financial planning practice with a performance-based compensation structure.

You’ll train with award-winning programs, earn licenses (Life/Health, SIE, Series 6/7/63) with company tuition support, and have access to a national advisor network to accelerate growth.

Qualifications

• Bachelor’s degree is required.
• Entrepreneurial mindset to own a business.
• Strong relationship-building and communication skills.
• Excellent time-management skills.

Responsibilities

• Grow your client base by building connections and maintaining a referral network.
• Build personalized, holistic financial plans for each client.
• Manage clients' financial plans to help achieve their goals.
• Grow relationships with clients through all life stages.

Skills

Entrepreneurial ambitions

Relationship-building

Time management

Strong communicator

Continuous learning

Motivation & drive

Legal authorization to work in US

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States offers an entrepreneurial path to becoming a financial advisor. You start as a financial representative building your client base, obtaining licenses, and developing a holistic financial planning practice with a performance-based compensation structure.

You’ll train with award-winning programs, earn licenses (Life/Health, SIE, Series 6/7/63) with company tuition support, and have access to a national advisor network to accelerate growth.