Independent Financial Planner & Client-Centered Growth Leader

Northwestern Mutual; Murfreesboro (TN); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Fully company-funded retirement

Medical, vision, and dental plans

Life Insurance

Parental benefits

Job summary

Northwestern Mutual in the United States is recruiting financial representatives who want to build and own a practice. You’ll start by developing client relationships, obtaining licenses, and leveraging our training to deliver holistic financial plans.

As an independent contractor, you’ll shape your workweek around your life while pursuing education in licenses (SIE, Series 6,7,63) and CFP training. Compensation is performance-based with a path to substantial retirement and benefits.

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 and strong communication skills.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by making new connections and maintaining a strong referral network.
• Build personalized, holistic financial plans tailored to every client’s needs.
• Manage client financial plans to help them achieve goals.
• Grow relationships with clients to support them through life stages.

Skills

Relationship-building

Entrepreneurial ambitions

Time-management

Communication

Self-motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States is recruiting financial representatives who want to build and own a practice. You’ll start by developing client relationships, obtaining licenses, and leveraging our training to deliver holistic financial plans.

As an independent contractor, you’ll shape your workweek around your life while pursuing education in licenses (SIE, Series 6,7,63) and CFP training. Compensation is performance-based with a path to substantial retirement and benefits.