Independent Financial Advisor & Holistic Planner

Northwestern Mutual; Roseville (CA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Top quartile earnings potential

License support

Retirement plan

Medical, vision, dental

Parental benefits

Job summary

Northwestern Mutual in the United States is seeking aspiring financial advisors to start their own practice as financial representatives, focused on client-building and licensing. Our award-winning training programs equip you to build a holistic planning practice with growth opportunities and a path to becoming an advanced advisor.

As an independent contractor, you can shape your workday, earn based on performance, and access a national network of seasoned advisors for mentorship and licensing

Qualifications

• You could be right for this opportunity if you have:
• Bachelor’s degree
• 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
• Strong sense of motivation and drive
• 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

Critical thinking

Strong communicator

Motivation and drive

Legal authorization to work in the US

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States is seeking aspiring financial advisors to start their own practice as financial representatives, focused on client-building and licensing. Our award-winning training programs equip you to build a holistic planning practice with growth opportunities and a path to becoming an advanced advisor.

As an independent contractor, you can shape your workday, earn based on performance, and access a national network of seasoned advisors for mentorship and licensing