Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Dallas (TX); On-site; USD 61,000 - 119,000; Full time

Benefits offered by this job

Competitive and comprehensive medical plans

Fully company-funded retirement package

Parental benefits at every stage of family planning

Bonus programs and expense allowances

Job summary

A leading financial services firm in Dallas seeks a financial advisor who will grow their client base and build personalized financial plans. Candidates should possess entrepreneurial ambition and a strong motivation for success. Comprehensive training programs equip you with the necessary skills and licenses needed for the role. This position offers performance-based earnings with uncapped potential, along with competitive medical and retirement benefits. Ideal for those looking to make an impact through financial planning.

Qualifications

• History of success in client-facing roles.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow a client base and maintain a strong referral network.
• Build personalized financial plans for clients.
• Manage client’s financial plans to achieve goals.

Skills

Entrepreneurial ambition

Motivation and drive

Relationship-building

Desire for continuous learning

Critical thinking skills

Job description

A leading financial services firm in Dallas seeks a financial advisor who will grow their client base and build personalized financial plans. Candidates should possess entrepreneurial ambition and a strong motivation for success. Comprehensive training programs equip you with the necessary skills and licenses needed for the role. This position offers performance-based earnings with uncapped potential, along with competitive medical and retirement benefits. Ideal for those looking to make an impact through financial planning.