Entry-Level Financial Advisor - Flexible Schedule & Growth

Blake District - Northwestern Mutual

Austin (TX)

On-site

USD 60,000 - 90,000

Full time

9 days ago

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Benefits offered by this job

Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

Job summary

Northwestern Mutual is seeking a Financial Representative in Austin to build long-term client relationships through personalized financial planning and insurance solutions. The role emphasizes understanding client needs and delivering tailored financial strategies.

You will work with a dedicated planning team, access to mentorship, and opportunities for advancement within a respected financial services firm.

Qualifications

  • Bachelor’s degree preferred.
  • Experience in financial services or insurance beneficial but not required.
  • Strong interpersonal and communication skills.
  • Licenses such as Series 6, Series 63, and state insurance licenses; training and sponsorship available.

Responsibilities

  • Client consultations to understand financial goals and needs.
  • Develop comprehensive financial plans including investments, insurance, and retirement.
  • Recommend and implement insurance strategies to protect assets and income.
  • Provide ongoing support and updates to adapt plans over time.
  • Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills
Communication skills
Analytical thinking
Client relationship building

Education

Bachelor's degree preferred

Job description

Northwestern Mutual is seeking a Financial Representative in Austin to build long-term client relationships through personalized financial planning and insurance solutions. The role emphasizes understanding client needs and delivering tailored financial strategies.

You will work with a dedicated planning team, access to mentorship, and opportunities for advancement within a respected financial services firm.

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