Independent Financial Advisor & Holistic Planner

Northwestern Mutual; Westlake (OH); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Renewal income

Bonus programs and expense allowances

Licensing support (SIE, Series 6/7/63)

CFP licensing support

Retirement package

Medical, vision, dental

Life Insurance

Parental benefits

Job summary

Northwestern Mutual is seeking motivated financial representatives to start as financial advisors who help clients achieve their goals through tailored financial planning. You’ll learn through award-winning training and obtain licenses to offer investments, insurance, and retirement solutions.

As a business owner, you can shape your workday with uncapped earning potential through a performance-based compensation structure and comprehensive licensing support.

Qualifications

• Bachelor’s degree or higher required.
• Entrepreneurial mindset to run a business.
• Proven success in client-facing roles.
• Excellent time-management and collaboration.
• Authorized 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 mindset

Relationship-building

Time management

Communication skills

Self-motivation

Critical thinking

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking motivated financial representatives to start as financial advisors who help clients achieve their goals through tailored financial planning. You’ll learn through award-winning training and obtain licenses to offer investments, insurance, and retirement solutions.

As a business owner, you can shape your workday with uncapped earning potential through a performance-based compensation structure and comprehensive licensing support.