Independent Financial Advisor & Planner

Northwestern Mutual; Morgantown (PA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement package

Health plan

Parental benefits

Job summary

Northwestern Mutual is seeking a motivated Financial Advisor starting as a Financial Representative to help clients achieve goals through comprehensive financial planning.

You’ll build a client base, create personalized plans, and manage ongoing guidance while pursuing licenses (Life/Health, SIE, Series 6/7/63) with company support. Become a business owner with uncapped earning potential in a rewarding practice.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Strong communication and motivation.

Responsibilities

• Grow your client base by building connections and referrals.
• Build personalized, holistic financial plans for clients.
• Manage clients’ financial plans to help achieve goals.
• Grow relationships with clients through all life stages.

Skills

Relationship building

Time management

Communication

Entrepreneurial drive

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking a motivated Financial Advisor starting as a Financial Representative to help clients achieve goals through comprehensive financial planning.

You’ll build a client base, create personalized plans, and manage ongoing guidance while pursuing licenses (Life/Health, SIE, Series 6/7/63) with company support. Become a business owner with uncapped earning potential in a rewarding practice.