Independent Financial Advisor & Holistic Planner

Northwestern Mutual; Pierre (SD); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

License tuition reimbursement

Company-funded retirement package

Licensing & designation support

Performance-based earnings

Job summary

Northwestern Mutual is helping you start a business as a financial advisor, focusing on client-building and obtaining licenses. You’ll access award-winning training and a path from financial representative to advisor, with licensing support and a performance-based compensation structure.

The role emphasizes building a client network, delivering holistic financial plans, and growing client relationships through life events, with uncapped earning potential as you advance in the business.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Experience in client-facing roles or relationship-building is preferred.
• Strong time-management and communication skills.
• Desire for continuous learning and collaboration.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base through new connections and referrals.
• Build personalized, holistic financial plans for each client.
• Manage client financial plans to help clients achieve their goals.
• Grow relationships with clients to support them through life stages.

Skills

Relationship-building

Entrepreneurial ambitions

Communication

Time-management

Sales

Self-motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual is helping you start a business as a financial advisor, focusing on client-building and obtaining licenses. You’ll access award-winning training and a path from financial representative to advisor, with licensing support and a performance-based compensation structure.

The role emphasizes building a client network, delivering holistic financial plans, and growing client relationships through life events, with uncapped earning potential as you advance in the business.