Independent Financial Advisor & Holistic Planner

Northwestern Mutual; Jamison (PA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Parental benefits at every stage of…

Licensing & education support

Retirement package

Medical, vision & dental

CFP licensing support

Bonuses & allowances

Job summary

Northwestern Mutual invites motivated individuals to start a financial planning practice as a financial advisor. You’ll focus on client-building, education planning, and comprehensive financial solutions, with access to extensive training and a path to licensed advisory work.

You’ll become an independent contractor with a supportive framework, including licensing support and a national network to learn from seasoned advisors.

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.
• 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 each client's needs.
• Manage your client's financial plans to help them achieve goals.
• Grow relationships with clients to support them through every life stage.

Skills

Relationship-building

Entrepreneurial mindset

Time management

Communication

Goal-driven

Education

Bachelor's degree

Job description

Northwestern Mutual invites motivated individuals to start a financial planning practice as a financial advisor. You’ll focus on client-building, education planning, and comprehensive financial solutions, with access to extensive training and a path to licensed advisory work.

You’ll become an independent contractor with a supportive framework, including licensing support and a national network to learn from seasoned advisors.