Financial Advisor — Flexible, Growth-Oriented & Impactful

Radliff District - Northwestern Mutual; San Antonio (TX); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Professional Development

Income Potential

Mentorship

Work-Life Balance

Community Impact

Training & development

Job summary

Northwestern Mutual in San Antonio, TX seeks a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and comprehensive planning.

You will build long-term client relationships, assess needs, design tailored financial plans, and provide ongoing support and updates, while benefiting from a dedicated planning team, mentorship, training, and a flexible schedule.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services beneficial.
• Strong interpersonal and communication skills.
• Licenses such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Client Consultation: Engage with clients to understand financial goals and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect assets and income.
• Ongoing Support: Monitor plans and provide updates as circumstances change.
• Networking: Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Education

Bachelor's degree preferred

Job description

Northwestern Mutual in San Antonio, TX seeks a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and comprehensive planning.

You will build long-term client relationships, assess needs, design tailored financial plans, and provide ongoing support and updates, while benefiting from a dedicated planning team, mentorship, training, and a flexible schedule.