Independent Financial Planner & Business Builder

Northwestern Mutual; Town of Middleton (WI); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Licensing support

Fully company-funded retirement

Job summary

Northwestern Mutual in the United States seeks aspiring Financial Advisors who will start as financial representatives, build a client base, and pursue licenses to become independent business owners. The role emphasizes relationship-building, ongoing learning, and commission-based earning potential.

The company provides award-winning training, licensing support, and a performance-based compensation structure with renewals and incentives as you grow.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• History of success in client-facing roles.
• Strong time-management and organizational skills.
• Desire for continuous learning and collaboration.

Responsibilities

• Grow client base by building connections and maintaining a referral network.
• Create personalized, holistic financial plans for clients.
• Manage clients’ financial plans to help achieve goals.
• Expand relationships to support clients through life stages.

Skills

Relationship-building

Time management

Communication

Motivation & drive

Lifelong learning

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States seeks aspiring Financial Advisors who will start as financial representatives, build a client base, and pursue licenses to become independent business owners. The role emphasizes relationship-building, ongoing learning, and commission-based earning potential.

The company provides award-winning training, licensing support, and a performance-based compensation structure with renewals and incentives as you grow.