Entrepreneurial Financial Advisor & Planning Specialist

Northwestern Mutual; Dallas (TX); On-site; USD 45,000 - 75,000; Full time

Job summary

Northwestern Mutual is seeking motivated individuals to join as Financial Advisors. This sales‑focused, entrepreneurial opportunity lets you build your own client base, develop meaningful relationships, and help individuals and families plan their financial futures.

You’ll receive training and development to succeed in financial services sales, client relationship management, and financial planning. The role combines sales, entrepreneurship, and relationship management with access to mentorship

Qualifications

• Excellent communication and interpersonal skills
• Ability to build and maintain client relationships
• Strong goal orientation with a drive to growth
• Comfort with prospecting and business development
• Entrepreneurial mindset with ownership of career path
• Sales, recruiting, or business development experience is a plus

Responsibilities

• Build and grow your own client base through prospecting, networking, referrals, and relationship building
• Meet with individuals and families to understand their financial goals and needs
• Develop customized financial strategies and recommend solutions
• Develop and maintain long-term client relationships
• Build a professional network and generate new business opportunities
• Participate in Northwestern Mutual’s training and development programs
• Take ownership of your business and work toward your personal and professional goals

Skills

Communication

Relationship building

Goal oriented

Prospecting

Entrepreneurial mindset

Sales experience

Job description

Northwestern Mutual is seeking motivated individuals to join as Financial Advisors. This sales‑focused, entrepreneurial opportunity lets you build your own client base, develop meaningful relationships, and help individuals and families plan their financial futures.

You’ll receive training and development to succeed in financial services sales, client relationship management, and financial planning. The role combines sales, entrepreneurship, and relationship management with access to mentorship