Independent Financial Advisor & Planner

Northwestern Mutual; Westport (CT); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Certified Financial Planner licensing

Job summary

Northwestern Mutual is seeking a financial advisor to help clients achieve goals through comprehensive financial planning. You start as a financial representative focused on client-building and licensing, with award-winning training to support your growth into a business owner.

You’ll earn through a performance-based structure and have access to licensing support, retirement plans, health benefits, and ongoing education within a national advisor network.

Qualifications

• Bachelor’s degree required for eligibility.
• Entrepreneurial ambition to run a business.
• Proven success in building relationships or client-facing roles.
• Excellent time management and drive to learn continuously.

Responsibilities

• Grow your client base through new connections and referrals.
• Build and tailor holistic financial plans for clients.
• Manage client financial plans to help reach goals.
• Grow relationships to support clients through life stages.

Skills

Relationship-building

Time-management

Critical thinking

Communication

Entrepreneurial mindset

Motivation

Collaborative spirit

Self-directed learning

Legal work status US

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a financial advisor to help clients achieve goals through comprehensive financial planning. You start as a financial representative focused on client-building and licensing, with award-winning training to support your growth into a business owner.

You’ll earn through a performance-based structure and have access to licensing support, retirement plans, health benefits, and ongoing education within a national advisor network.