Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Houston (TX); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

Medical coverage

Retirement plan

Parental benefits

Training & development

Job summary

Northwestern Mutual is seeking a Financial Advisor to build a personal practice as a business owner, with training and licensing support to obtain Life/Health, SIE, and Series licenses. You’ll grow a client base, design holistic financial plans, and guide clients through life stages with the help of our planning tools and resources.

The role emphasizes an entrepreneurial path with uncapped earning potential under a performance-based compensation structure, including ongoing training and access

Qualifications

• Entrepreneurial ambitions to be a business owner.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking skills.
• Strong communicator.
• Strong sense of motivation and drive.
• Legal authorization to work in the 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

Relationship-building

Communication

Time management

Self-motivation

Entrepreneurial mindset

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a Financial Advisor to build a personal practice as a business owner, with training and licensing support to obtain Life/Health, SIE, and Series licenses. You’ll grow a client base, design holistic financial plans, and guide clients through life stages with the help of our planning tools and resources.

The role emphasizes an entrepreneurial path with uncapped earning potential under a performance-based compensation structure, including ongoing training and access