Independent Financial Planner & Client Growth Expert

Northwestern Mutual; Addison (TX); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Medical, vision, dental plans

Life & Disability insurance

Parental benefits

Job summary

Northwestern Mutual is seeking a Financial Advisor to help clients reach their goals through comprehensive financial planning. Start by building your client base, delivering personalized plans, and guiding clients through life’s stages with holistic advice.

As a business owner and independent contractor, you’ll shape your workday, earn based on performance, and access extensive training, licensing support, and a national network of experienced advisors to accelerate your career.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• 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.
• 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

Entrepreneurial mindset

Relationship building

Time management

Willingness to learn

Critical thinking

Effective communication

Motivation and drive

Legal authorization to work in US

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a Financial Advisor to help clients reach their goals through comprehensive financial planning. Start by building your client base, delivering personalized plans, and guiding clients through life’s stages with holistic advice.

As a business owner and independent contractor, you’ll shape your workday, earn based on performance, and access extensive training, licensing support, and a national network of experienced advisors to accelerate your career.