Entrepreneurial Financial Planner & Client Growth Pro

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

Benefits offered by this job

Performance-based earnings

Renewal income

Bonuses

Licensing support

CFP licensing

Retirement package

Medical, vision, and dental

Life Insurance

Parental benefits

Job summary

Northwestern Mutual in the United States is seeking aspiring Financial Advisors to start their own advisory practice within our supportive framework. You will build a client base, develop holistic financial plans, and work toward licensure in required certifications.

Our award-winning training and a performance-based compensation structure offer uncapped earning potential, with company-funded retirement, benefits, and a path to CFP licensing.

Qualifications

• You could be right for this opportunity if you have a Bachelor’s degree and entrepreneurial ambitions.
• Excellent time-management skills and a drive for continuous learning.
• Strong communication and relationship-building abilities are essential.
• 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

Entrepreneurial ambitions

Client relationship building

Time management

Continuous learning

Critical thinking

Strong communicator

Motivation and drive

Legal authorization to work in US

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States is seeking aspiring Financial Advisors to start their own advisory practice within our supportive framework. You will build a client base, develop holistic financial plans, and work toward licensure in required certifications.

Our award-winning training and a performance-based compensation structure offer uncapped earning potential, with company-funded retirement, benefits, and a path to CFP licensing.