Independent Financial Advisor & Planner - Build Practice

Northwestern Mutual; Quincy (IN); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Renewal income

Bonuses & expense allowances

Licensing & designations support

CFP licensing support

Retirement plan

Medical, vision & dental

Life and disability insurance

Parental benefits

Job summary

Northwestern Mutual is seeking energetic individuals to start as financial representatives who build a business around helping clients achieve financial goals. You will obtain licenses while growing your practice, with award-winning training and a clear path to independent contractor status.

You’ll educate clients using our planning software, create personalized plans, and provide ongoing support through every life stage.

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

Entrepreneurial mindset

Relationship-building

Time management

Communication skills

Self-motivation

Critical thinking

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking energetic individuals to start as financial representatives who build a business around helping clients achieve financial goals. You will obtain licenses while growing your practice, with award-winning training and a clear path to independent contractor status.

You’ll educate clients using our planning software, create personalized plans, and provide ongoing support through every life stage.