Financial Advisor: Build Holistic Plans & Growth

Northwestern Mutual; Laredo (TX); On-site; USD 86,000 - 150,000; Full time

Benefits offered by this job

Fully company-funded retirement

Pension plan

Medical vision dental plans

Life Insurance

Disability Insurance

Parental benefits

Performance-based earnings

Licensing support

Tuition reimbursement

Job summary

Northwestern Mutual is seeking aspiring financial advisors to start their own practice as financial representatives, focusing on client-building and obtaining licenses. The company provides award-winning training and a path to becoming a business owner with uncapped earning potential through a performance-based structure.

You’ll use proprietary planning software to educate clients, deliver holistic plans, investments, protection, and retirement income strategies, while building a referral

Qualifications

• History of success in relationship-building or client-facing roles.
• Proficient critical thinking skills.
• Strong sense of motivation and drive.

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

Critical thinking

Motivation

Job description

Northwestern Mutual is seeking aspiring financial advisors to start their own practice as financial representatives, focusing on client-building and obtaining licenses. The company provides award-winning training and a path to becoming a business owner with uncapped earning potential through a performance-based structure.

You’ll use proprietary planning software to educate clients, deliver holistic plans, investments, protection, and retirement income strategies, while building a referral