Financial Advisor – Flexible Schedule & Growth Path

Woods District - Northwestern Mutual; Austin (TX); On-site; USD 45,000 - 90,000; Full time

Benefits offered by this job

Professional Development

Income Potential

Mentorship & Support

Work-Life Balance

Community Impact

Job summary

Woods District Northwestern Mutual in Austin, TX is seeking a Financial Representative to help individuals and businesses achieve financial goals through personalized insurance solutions and planning. You will build long-term client relationships, assess needs, and provide tailored financial solutions.

The role emphasizes training, licenses sponsorship, and mentorship within a supportive team, with opportunities for advancement and professional development.

Qualifications

• Bachelor's degree strongly preferred.
• Experience in financial services or insurance beneficial but not required.
• Strong interpersonal and communication skills; analytical thinking; ability to build trust with clients.

Responsibilities

• Client consultations to understand client goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Provide ongoing support and updates to adapt plans to changing circumstances.
• Build and maintain a professional network through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical thinking

Education

Bachelor's degree

Job description

Woods District Northwestern Mutual in Austin, TX is seeking a Financial Representative to help individuals and businesses achieve financial goals through personalized insurance solutions and planning. You will build long-term client relationships, assess needs, and provide tailored financial solutions.

The role emphasizes training, licenses sponsorship, and mentorship within a supportive team, with opportunities for advancement and professional development.