Independent Financial Advisor & Holistic Planner

Northwestern Mutual; Flushing (MI); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Company-funded retirement

Medical, vision, and dental plans

Life Insurance

Parental benefits

Licensing support

Job summary

Northwestern Mutual invites you to begin a financial planning practice as a financial representative, building a client base while earning licenses in Life/Accident & Health, SIE, Series 6/7/63. The program provides education, training, and a path to becoming a financial advisor, with support for licensing costs and a scalable, performance-based compensation structure.

As you grow, you can open an office, join a team, or advance to advanced advisory roles, leveraging NM’s national network and

Qualifications

• Bachelor’s degree is required.
• Entrepreneurial ambitions to be a business owner.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking skills.
• Strong communicator.
• Legal authorization to work in the US without sponsorship.

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

Entrepreneurial ambitions

Relationship-building

Time-management

Continuous learning

Strong communicator

Motivation and drive

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual invites you to begin a financial planning practice as a financial representative, building a client base while earning licenses in Life/Accident & Health, SIE, Series 6/7/63. The program provides education, training, and a path to becoming a financial advisor, with support for licensing costs and a scalable, performance-based compensation structure.

As you grow, you can open an office, join a team, or advance to advanced advisory roles, leveraging NM’s national network and