Independent Financial Advisor & Holistic Planner

Northwestern Mutual; Macon (GA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

CFP licensing support

Retirement plan

Health, vision & dental

Life & disability insurance

Parental benefits

Job summary

Northwestern Mutual offers a pathway to become a financial advisor who builds a personal practice and uncapped earning potential through a performance-based compensation structure.

You start as a financial representative focused on client-building, licensing, and education. The company provides award-winning training, pre-payment for licenses, and a national network of seasoned advisors to learn the business.

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 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

Client relacionamento

Time management

Continuous learning

Critical thinking

Strong communicator

Motivation/drive

Legal work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a pathway to become a financial advisor who builds a personal practice and uncapped earning potential through a performance-based compensation structure.

You start as a financial representative focused on client-building, licensing, and education. The company provides award-winning training, pre-payment for licenses, and a national network of seasoned advisors to learn the business.