Independent Financial Advisor & Holistic Planner

Northwestern Mutual; Morgantown (WV); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Independent contractor status

Revenue sharing potential

Retirement plan

Medical, vision & dental plans

Job summary

Northwestern Mutual invites aspiring financial advisors to join a path that starts as a financial representative focused on client-building and licenses. Our training program equips you with education and development strategies to build a financial planning practice driven by uncapped earning potential through a performance-based compensation structure.

As an entrepreneur, you can shape your workday, open an office, join a team, or become an advanced advisor, with a broad suite of tools and

Qualifications

• Bachelor’s degree required.
• Entrepreneurial mindset desired.
• Proven success in building client relationships.
• Excellent time-management skills.
• Must be a quick learner and collaborative.
• Strong critical thinking and communication abilities.
• Motivated and driven to succeed.
• Authorized to work in the US without sponsorship.

Responsibilities

• Grow your client base by networking and referrals while delivering exceptional service.
• Create holistic, personalized financial plans for clients.
• Manage and adjust financial plans to help clients reach goals.
• Expand client relationships through life-stage planning and ongoing support.

Skills

Bachelor’s degree,

Entrepreneurial ambitions

Relationship-building

Time-management

Continuous learning

Critical thinking

Strong communicator

Motivation & drive

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual invites aspiring financial advisors to join a path that starts as a financial representative focused on client-building and licenses. Our training program equips you with education and development strategies to build a financial planning practice driven by uncapped earning potential through a performance-based compensation structure.

As an entrepreneur, you can shape your workday, open an office, join a team, or become an advanced advisor, with a broad suite of tools and