Independent Financial Planner & Client Growth Leader

Northwestern Mutual; Lakeland (FL); Sur place; USD 61 000 - 250 000; Plein temps

Avantages offerts par ce poste

Performance-based earnings

Retirement plan (company-funded)

Health, vision, dental

Licensing support (SIE, Series 6/7/63)

Résumé du poste

Northwestern Mutual invites you to become a Financial Advisor, offering a path to business ownership with training and licensing support. You start as a financial representative focused on client-building, then gain licenses and advance through award-winning training programs designed to help you build a thriving practice.

You’ll work with proprietary planning software to educate clients, deliver comprehensive plans, and enable uncapped earning potential through a performance-based compensation

Qualifications

• Bachelor’s degree preferred or required.
• Entrepreneurial mindset and willingness to be a business owner.
• Proven record in relationship-building or client-facing roles.

Responsabilités

• Grow your client base by building connections and a strong referral network.
• Create personalized, holistic financial plans for each client.
• Manage and monitor client financial plans to help achieve goals.
• Grow relationships with clients to support them through life stages.

Connaissances

Relationship-building

Time management

Continuous learning

Critical thinking

Communication

Motivation

Entrepreneurial mindset

Work authorization (US)

Formation

Bachelor’s degree

Description du poste

Northwestern Mutual invites you to become a Financial Advisor, offering a path to business ownership with training and licensing support. You start as a financial representative focused on client-building, then gain licenses and advance through award-winning training programs designed to help you build a thriving practice.

You’ll work with proprietary planning software to educate clients, deliver comprehensive plans, and enable uncapped earning potential through a performance-based compensation