Independent Financial Advisor & Planner

careers-northwesternmutual; San Diego (CA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Professional licensing support

Full benefits package

Retirement plan

Job summary

Northwestern Mutual is seeking individuals to start as financial representatives and grow into financial advisors, with award-winning training, licensing support, and a path to ownership. The role emphasizes building a client base, delivering personalized financial plans, and managing client portfolios across life stages.

As an independent contractor, you’ll pursue a performance-based compensation structure, with licensing and ongoing development supported by the company, and opportunities to

Qualifications

• Bachelor’s degree required.
• 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.

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

Client relationship building

Time management

Communication

Motivation/drive

Continuous learning

Critical thinking

Sales/entrepreneurial mindset

Networking

Legal work authorization (US)

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking individuals to start as financial representatives and grow into financial advisors, with award-winning training, licensing support, and a path to ownership. The role emphasizes building a client base, delivering personalized financial plans, and managing client portfolios across life stages.

As an independent contractor, you’ll pursue a performance-based compensation structure, with licensing and ongoing development supported by the company, and opportunities to