Independent Financial Advisor & Planner

Northwestern Mutual; Utah; On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Parental benefits at every stage of—?—

Job summary

Northwestern Mutual seeks financial representatives to launch their own advisory practice as independent contractors. The program provides training, licensing assistance, and a path to building a client-focused practice with uncapped earning potential through a performance-based compensation structure.

As a financial advisor, you will obtain licenses (Life/Health, SIE, Series 6/7/63), grow your client base, design holistic financial plans, and guide clients through life stages, with support from

Qualifications

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

Responsibilities

• Grow client base by connecting, referrals, and delivering a great client experience.
• Build holistic financial plans tailored to client needs.
• Manage client financial plans to help achieve goals.
• Grow relationships with clients through all life stages.

Skills

Entrepreneurial ambitions

Relationship-building

Time management

Strong communicator

Self-motivated

Critical thinking

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks financial representatives to launch their own advisory practice as independent contractors. The program provides training, licensing assistance, and a path to building a client-focused practice with uncapped earning potential through a performance-based compensation structure.

As a financial advisor, you will obtain licenses (Life/Health, SIE, Series 6/7/63), grow your client base, design holistic financial plans, and guide clients through life stages, with support from