Own Your Financial Planning Practice - Mentored, Equity

Northwestern Mutual; Portland (OR); On-site; USD 80,000 - 200,000; Full time

Benefits offered by this job

Licensing/Credentialing sponsorship

Mentorship and professional dev.

Equity stake

Health benefits

Retirement plans

Job summary

Northwestern Mutual is seeking financial advisors to develop comprehensive financial plans and defend clients’ long‑term security. You’ll build a personal practice with mentorship, licensing support, and a path to ownership within a Fortune 500 framework.

You’ll guide clients through retirement, investments, estate and risk planning, while growing a book of business and delivering value through a client‑centered approach. The role emphasizes autonomy and ongoing training.

Qualifications

• Purpose or mission-driven mindset.
• Entrepreneurial ambitions to own a business.
• History of success in relationship-building or client-facing roles.
• Desire for continuous learning and collaboration.
• Proficient critical thinking skills.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Develop comprehensive solutions by understanding clients' goals across retirement, insurance, investments, estate planning, and education.
• Build a personal practice with support from a larger network, training, and mentoring.
• Impact lives by guiding clients through important financial decisions and long-term relationships.
• Grow sustainably through client-focused growth and strong communication.
• Design a career with increasing flexibility and control over scheduling.

Skills

Entrepreneurial mindset

Relationship building

Client-facing experience

Critical thinking

Self-motivation

Learning mindset

US work authorization

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking financial advisors to develop comprehensive financial plans and defend clients’ long‑term security. You’ll build a personal practice with mentorship, licensing support, and a path to ownership within a Fortune 500 framework.

You’ll guide clients through retirement, investments, estate and risk planning, while growing a book of business and delivering value through a client‑centered approach. The role emphasizes autonomy and ongoing training.