Independent Financial Advisor & Planner

Northwestern Mutual; Bedminster Township (NJ); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Company-funded retirement package

Healthcare plans

Parental benefits

Job summary

Northwestern Mutual is seeking aspiring financial advisors in the United States to launch their own practice as financial representatives. You will build a client base, craft holistic financial plans, and guide clients through life stages with investment, insurance, and retirement solutions.

Training, licensing, and designation support are provided, with earnings based on performance as you grow your book of business.

Qualifications

• Bachelor’s degree required or equivalent experience.
• History of success in relationship-building or client-facing roles.
• Entrepreneurial ambitions to own a business and build a practice.

Responsibilities

• Grow your client base by making new connections and maintaining referrals.
• Build personalized, holistic financial plans tailored to client needs.
• Manage clients’ financial plans to help them reach goals across life stages.
• Grow relationships with clients to support them through transitions.

Skills

Relationship building

Time management

Communication

Entrepreneurial mindset

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking aspiring financial advisors in the United States to launch their own practice as financial representatives. You will build a client base, craft holistic financial plans, and guide clients through life stages with investment, insurance, and retirement solutions.

Training, licensing, and designation support are provided, with earnings based on performance as you grow your book of business.