Entrepreneurial Financial Planner — Build Your Practice

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

Benefits offered by this job

Performance-based earnings

Licensed training program

Retirement package

Medical/dental plans

Parental benefits

Job summary

Northwestern Mutual is seeking aspiring financial advisors who will start as financial representatives focused on client-building and licensing. You’ll train in education, licensing, and planning to establish a holistic practice.

The role offers performance-based compensation and opportunities to grow into advanced advisory positions. You will build a business with uncapped earning potential, collaborating with a national advisor network and leveraging Northwestern Mutual’s planning tools to

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to build a business owner role.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking and strong communication skills.

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

Client-facing experience

Time management

Strong communication

Critical thinking

Motivation & drive

Entrepreneurial mindset

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking aspiring financial advisors who will start as financial representatives focused on client-building and licensing. You’ll train in education, licensing, and planning to establish a holistic practice.

The role offers performance-based compensation and opportunities to grow into advanced advisory positions. You will build a business with uncapped earning potential, collaborating with a national advisor network and leveraging Northwestern Mutual’s planning tools to