Independent Financial Advisor & Planner

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

Benefits offered by this job

Retirement package

Licensing support

CFP licensing support

Bonuses & allowances

Job summary

Northwestern Mutual is seeking entrepreneurial professionals to start their own financial planning practice as Financial Representatives. Build a client base and earn through a performance-based compensation structure.

You will receive award-winning training and licenses, with ongoing support to grow a holistic advisory practice focused on investments, insurance, and retirement planning.

Qualifications

• Bachelor’s degree or higher.
• Entrepreneurial mindset with desire to build a business.
• Proven ability to build and maintain client relationships.
• Excellent time-management and organizational skills.
• Desire for continuous learning and collaboration.
• Strong critical thinking and problem solving.
• Excellent communication and motivation.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by connecting with new clients and maintaining a strong referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage and update clients’ financial plans to help achieve their goals.
• Grow relationships with clients to support them through life’s stages.

Skills

Entrepreneurial ambitions

Relationship-building

Time-management

Continuous learning

Critical thinking

Communication

Motivation & drive

Authorization to work in US without-s

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking entrepreneurial professionals to start their own financial planning practice as Financial Representatives. Build a client base and earn through a performance-based compensation structure.

You will receive award-winning training and licenses, with ongoing support to grow a holistic advisory practice focused on investments, insurance, and retirement planning.