Independent Financial Planner & Advisor

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

Benefits offered by this job

Training program

Licensing support

Retirement plan

Job summary

Northwestern Mutual is seeking financial representatives who will start by building client relationships, gaining licenses, and developing a personalized practice. The role emphasizes education, training, and a path to becoming a financial advisor with a strong earnings potential and a flexible business ownership mindset.

Responsibilities include growing a client base, crafting holistic financial plans, and guiding clients through life stages with ongoing support and investments, insurance, and

Qualifications

• Bachelor’s degree required or equivalent.
• 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 with motivation and drive.

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 ambitions

Relationship-building

Time-management

Continuous learning

Critical thinking

Effective communication

Motivation and drive

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking financial representatives who will start by building client relationships, gaining licenses, and developing a personalized practice. The role emphasizes education, training, and a path to becoming a financial advisor with a strong earnings potential and a flexible business ownership mindset.

Responsibilities include growing a client base, crafting holistic financial plans, and guiding clients through life stages with ongoing support and investments, insurance, and