Entrepreneurial Financial Advisor: Holistic Planning & Growth

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

Job summary

Northwestern Mutual offers a unique opportunity to start a business as a financial advisor, focusing on client-building and obtaining licenses. Our award-winning training provides education, skill-building, and development strategies to help you build a holistic financial planning practice.

The company’s planning software helps you educate clients and deliver holistic plans, investments for growth, and insurance for protection, with annuities for retirement income.

Qualifications

• Must have licenses: Life/Accident & Health, SIE, Series 6, 7 & 63.
• Strong client-facing relationship-building skills and drive.
• Willingness to learn and collaborate in a training-focused program.

Responsibilities

• Grow your client base through connections and referrals.
• Build holistic, personalized financial plans for each client.
• Manage and review clients’ financial plans to meet goals.
• Grow relationships with clients through all life stages.

Skills

Relationship-building

Client-facing

Critical thinking

Motivation

Education

Licensing: Life/Accident & Health, SIE, Series 6/7/63

Tools

Planning software

Job description

Northwestern Mutual offers a unique opportunity to start a business as a financial advisor, focusing on client-building and obtaining licenses. Our award-winning training provides education, skill-building, and development strategies to help you build a holistic financial planning practice.

The company’s planning software helps you educate clients and deliver holistic plans, investments for growth, and insurance for protection, with annuities for retirement income.