Independent Financial Planner & Business Builder

UNAVAILABLE; Urbandale (IA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Independent contractor status

Job summary

Northwestern Mutual offers a pathway to becoming a financial advisor in the United States, starting as a financial representative focused on client-building and licensing. Award-winning training supports a holistic practice across planning, asset protection, education funding, investments, and retirement solutions.

As a business owner and independent contractor, you shape your schedule and earnings through a performance-based model, with licensing support and long-term career development

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

Bachelor’s degree

Entrepreneurial ambitions

Relationship-building

Time-management

Continuous learning

Critical thinking

Strong communicator

Motivation and drive

Legal authorization to work in the US

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a pathway to becoming a financial advisor in the United States, starting as a financial representative focused on client-building and licensing. Award-winning training supports a holistic practice across planning, asset protection, education funding, investments, and retirement solutions.

As a business owner and independent contractor, you shape your schedule and earnings through a performance-based model, with licensing support and long-term career development