Independent Financial Advisor & Planner

Northwestern Mutual; Fairfield (CT); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Training programs

Tuition pre-payment

Company retirement plan

Healthcare plans

Job summary

Northwestern Mutual in the United States is seeking a financial advisor who will start as a financial representative focused on client-building and obtaining licenses, supported by award-winning training to develop a personal financial planning practice.

You will educate clients using our planning software, build tailored financial plans, and grow your business as an independent contractor with a performance-based compensation structure and uncapped earning potential.

Qualifications

• Bachelor's degree required.
• Entrepreneurial ambitions to own a business.
• Proven ability in relationship-building or client-facing roles.
• Excellent time-management skills.
• Commitment to continuous learning and collaboration.
• Strong critical thinking and communication skills.
• Motivation and drive to succeed in a performance-based environment.
• US work authorization without sponsorship.

Responsibilities

• Grow your client base by building a strong referral network and delivering a great client experience.
• Build personalized, holistic financial plans for each client.
• Manage clients' financial plans to help achieve their goals.
• Grow relationships to support clients through life stages.

Skills

Entrepreneurial ambitions

Relationship-building

Time management

Continuous learning

Critical thinking

Strong communication

Motivation and drive

Legal work authorization (US)

Education

Bachelor's degree

Job description

Northwestern Mutual in the United States is seeking a financial advisor who will start as a financial representative focused on client-building and obtaining licenses, supported by award-winning training to develop a personal financial planning practice.

You will educate clients using our planning software, build tailored financial plans, and grow your business as an independent contractor with a performance-based compensation structure and uncapped earning potential.