Independent Financial Planner & Practice Builder

Northwestern Mutual; Town of Germantown (WI); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Tuition reimbursement

Training and development

Independent contractor status

Licensed support

Job summary

Northwestern Mutual in the United States offers a path to become a financial advisor by starting as a financial representative focused on client-building and licenses. Award-winning training and a national network help you learn to build a holistic practice that combines investments, insurance, and retirement planning.

As an independent contractor under a company-supported framework, you shape your schedule and earnings through performance-based compensation.

Qualifications

• Bachelor’s degree required; entrepreneurial ambitions to own a business.
• History of success in relationship-building or client-facing roles.
• Excellent time-management and strong communication skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking skills; legal authorization to work in 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

Client relationships

Time management

Communication

Critical thinking

Entrepreneurial mindset

Continuous learning

Collaboration

Self-motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States offers a path to become a financial advisor by starting as a financial representative focused on client-building and licenses. Award-winning training and a national network help you learn to build a holistic practice that combines investments, insurance, and retirement planning.

As an independent contractor under a company-supported framework, you shape your schedule and earnings through performance-based compensation.