Independent Financial Advisor & Planner

Northwestern Mutual; Olde West Chester (OH); Sur place; USD 61 000 - 250 000; Plein temps

Avantages offerts par ce poste

Company-funded retirement plan

Pension plan

Medical, vision, and dental plans

Parental benefits

Résumé du poste

Northwestern Mutual is seeking ambitious Financial Representatives to start as business owners building a client base while earning through a performance-based compensation structure. You will obtain licenses (Life/Accident & Health, SIE, Series 6/7/63) with company-supported tuition reimbursement and join a national network of resources.

As you grow, you’ll develop holistic financial plans, educate clients on investments, insurance, and retirement solutions, and shape your practice around your

Qualifications

• Bachelor’s degree.
• 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.
• Strong sense of motivation and drive.
• Legal authorization to work in the US without sponsorship.

Responsabilités

• 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

Connaissances

Entrepreneurial mindset

Relationship-building

Time management

Continuous learning

Critical thinking

Communication skills

Motivation & drive

Formation

Bachelor’s degree

Description du poste

Northwestern Mutual is seeking ambitious Financial Representatives to start as business owners building a client base while earning through a performance-based compensation structure. You will obtain licenses (Life/Accident & Health, SIE, Series 6/7/63) with company-supported tuition reimbursement and join a national network of resources.

As you grow, you’ll develop holistic financial plans, educate clients on investments, insurance, and retirement solutions, and shape your practice around your