Independent Financial Planner & Practice Builder

Northwestern Mutual

Clearwater (FL)

On-site

USD 61,000 - 250,000

Full time

3 days ago
Be an early applicant
Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Benefits offered by this job

Bonus programs
Expense allowances
Retirement package
Health plans
Life insurance
Parental benefits

Job summary

Northwestern Mutual is seeking a financially driven advisor to build a standalone practice, focusing on client acquisition and developing tailored financial plans. You’ll work with a national network to educate clients and deliver holistic strategies across investments, insurance, and retirement planning.

Training covers licenses (Life/Accident & Health, SIE, Series 6/7/63) with company-supported tuition. Revenue-based earnings, renewal income, bonuses, and a comprehensive benefits package are

Qualifications

  • Bachelor’s degree required and entrepreneurial spirit.
  • Proven ability to build relationships and grow a client base.
  • Strong time management and collaborative mindset.
  • Commitment to continuous learning and development.
  • Demonstrated critical thinking and clear communication.
  • Motivation and drive to succeed in a commission-based role.
  • Authorized to work in the US without sponsorship.

Responsibilities

  • Grow client base by making new connections and referrals.
  • Build holistic financial plans tailored to client needs.
  • Manage client plans to help achieve goals.
  • Develop and maintain long-term client relationships.

Skills

Entrepreneurial mindset
Relationship-building
Time management
Lifelong learner
Critical thinking
Communication
Motivation & drive
US work authorization

Education

Bachelor’s degree

Tools

SIE license
Series 6
Series 7
Series 63

Job description

Northwestern Mutual is seeking a financially driven advisor to build a standalone practice, focusing on client acquisition and developing tailored financial plans. You’ll work with a national network to educate clients and deliver holistic strategies across investments, insurance, and retirement planning.

Training covers licenses (Life/Accident & Health, SIE, Series 6/7/63) with company-supported tuition. Revenue-based earnings, renewal income, bonuses, and a comprehensive benefits package are

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Independent Financial Advisor: Build Your Practice
Independent Financial Advisor: Build Your Practice

Northwestern Mutual • Stamford (CT)

On-site
USD 61,000 - 250,000
Independent Financial Planner & Wealth Builder
Independent Financial Planner & Wealth Builder

Northwestern Mutual • Red Bank (TN)

On-site
USD 61,000 - 250,000
Performance-based earnings
Licensing support
CFP licensing support
+1
Independent Financial Advisor & Planner Build Your Practice
Independent Financial Advisor & Planner Build Your Practice

Northwestern Mutual • Northeast St Louis (MN)

On-site
USD 61,000 - 250,000
Licensing support
Fully company-funded retirement
Performance-based earnings
Independent Financial Advisor & Planner
Independent Financial Advisor & Planner

Northwestern Mutual • Watertown (TN)

On-site
USD 61,000 - 250,000
Performance-based earnings
Retirement package
Medical, vision & dental plans
+2
Independent Financial Advisor & Business Builder
Independent Financial Advisor & Business Builder

Northwestern Mutual • Gilbert (AZ)

On-site
USD 61,000 - 250,000
Fully company-funded retirement
Comprehensive medical, vision, dental
Parental benefits
Independent Financial Advisor - Build Your Practice
Independent Financial Advisor - Build Your Practice

Northwestern Mutual • Monterey (CA)

On-site
USD 61,000 - 250,000
Company-funded retirement
Pension plan
Medical, Vision & Dental
Independent Financial Advisor — Build Your Practice & Wealth
Independent Financial Advisor — Build Your Practice & Wealth

Northwestern Mutual • Spokane Valley (WA)

On-site
USD 61,000 - 250,000
Independent contractor
CFP licensing support
Retirement package
+1
Independent Financial Advisor & Planner
Independent Financial Advisor & Planner

Northwestern Mutual • San Antonio (TX)

On-site
USD 61,000 - 250,000
Performance-based earnings
Renewal income
Bonus programs
+5
Independent Financial Advisor & Planner
Independent Financial Advisor & Planner

Northwestern Mutual • King of Prussia (PA)

On-site
USD 61,000 - 250,000
Performance-based earnings
Training & licensing support
Retirement benefits
+2
Independent Financial Advisor: Build Your Own Practice
Independent Financial Advisor: Build Your Own Practice

Northwestern Mutual • Phoenix (AZ)

On-site
USD 61,000 - 250,000
Retirement plan
Medical, vision & dental insurance
Life Insurance & Disability Insurance
+2