Independent Financial Advisor & Holistic Planner

Northwestern Mutual

Salem (OR)

On-site

USD 61,000 - 250,000

Full time

5 days ago

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Benefits offered by this job

Fully company-funded retirement plan

Health, dental, vision insurance

Life Insurance and Disability Income

Job summary

Northwestern Mutual is seeking entrepreneurial individuals to start a financial planning practice and become a Financial Advisor. You begin as a financial representative focusing on client-building and licensing, with award-winning training and education pathways.

Our program supports licensing (Life/Accident & Health, SIE, Series 6/7/63) and offers a pathway to business ownership with a performance-based compensation structure and national network access.

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 with motivation and drive.
Legal authorization to work in the US without sponsorship.

Responsibilities

Grow your client base by making new connections and maintaining a strong referral network.
Build personalized, holistic financial plans tailored to each client’s needs.
Manage client financial plans to help them achieve goals.
Grow relationships with clients through all life stages.

Skills

Relationship-building

Time-management

Communication

Self-motivation

Critical thinking

Education

Bachelor’s degree

Job description

Our program supports licensing (Life/Accident & Health, SIE, Series 6/7/63) and offers a pathway to business ownership with a performance-based compensation structure and national network access.

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