Independent Financial Planner & Client Growth Expert

Northwestern Mutual; Melville (NY); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Bonuses

Licensing support

Retirement plan

Independent contractor status

Job summary

Northwestern Mutual is seeking a Financial Advisor to help clients achieve their goals through comprehensive financial planning. You start as a financial representative focused on client-building and obtaining licenses, with award-winning training to support your growth as a business owner.

You will deliver holistic plans using our planning software, including investments, insurance, and retirement solutions, while building a scalable practice with uncapped earning potential.

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 skills.
• Strong communicator and motivated.
• 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

Client-facing experience

Time-management

Continuous learning

Strong communication

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking a Financial Advisor to help clients achieve their goals through comprehensive financial planning. You start as a financial representative focused on client-building and obtaining licenses, with award-winning training to support your growth as a business owner.

You will deliver holistic plans using our planning software, including investments, insurance, and retirement solutions, while building a scalable practice with uncapped earning potential.