Independent Financial Advisor & Practice Builder

Northwestern Mutual; Cary (NC); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

License & education support

Performance-based earnings

Company-funded retirement

Job summary

Northwestern Mutual presents a pathway to becoming a financial advisor by starting as a financial representative focused on client-building and licensing. The program offers award-winning training to develop planning skills and the ability to own a practice with performance-based compensation.

As an entrepreneur, you can shape your workday, open an office, join a team, or become an advanced advisor while building a sustainable client base and holistic financial plans.

Qualifications

• Requires a Bachelor's degree and entrepreneurial drive.
• Proven ability to build relationships and manage time effectively.
• Strong communication and critical thinking skills required.
• Requires lawful authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by connecting with potential clients and maintaining referrals.
• Build personalized, holistic financial plans tailored to each client.
• Manage clients' financial plans to help them reach goals.
• Develop relationships with clients to support them through life's stages.

Skills

Relationship-building

Sales mindset

Time management

Communication

Entrepreneurial spirit

Self-motivation

Critical thinking

US work authorization

Education

Bachelor's degree

Job description

Northwestern Mutual presents a pathway to becoming a financial advisor by starting as a financial representative focused on client-building and licensing. The program offers award-winning training to develop planning skills and the ability to own a practice with performance-based compensation.

As an entrepreneur, you can shape your workday, open an office, join a team, or become an advanced advisor while building a sustainable client base and holistic financial plans.