Independent Financial Planner & Wealth Builder

Northwestern Mutual; Portland (OR); Sur place; USD 61 000 - 250 000; Plein temps

Avantages offerts par ce poste

Performance-based earnings

Retirement package

Licensing support

Insurance plans

Résumé du poste

Northwestern Mutual invites aspiring financial advisors to start their own practice as independent contractors in the United States. Begin as a financial representative focused on client-building and licensing, with award-winning training and a pathway to long-term success in financial planning.

You’ll educate clients with holistic plans across investments, insurance, and retirement, while pursuing licenses and certifications under a clear career development program.

Qualifications

• Bachelor’s degree required or equivalent
• Strong relationship-building and client-facing experience
• Desire for entrepreneurship and business ownership
• Willingness to obtain and maintain required licenses

Responsabilités

• Grow client base through connections and referrals
• Build holistic financial plans tailored to clients
• Manage clients' financial plans toward their goals
• Develop relationships with clients through all life stages

Connaissances

Entrepreneurial ambitions

Relationship-building

Time-management

Continuous learning

Critical thinking

Communication

Motivation & drive

Work authorization

Formation

Bachelor’s degree

Description du poste

Northwestern Mutual invites aspiring financial advisors to start their own practice as independent contractors in the United States. Begin as a financial representative focused on client-building and licensing, with award-winning training and a pathway to long-term success in financial planning.

You’ll educate clients with holistic plans across investments, insurance, and retirement, while pursuing licenses and certifications under a clear career development program.