Financial Advisor- Full Training

Northwestern Mutual; Houston (TX); On-site; USD 61,000 - 119,000; Full time

Job summary

Northwestern Mutual in Houston, TX invites you to become a financial advisor and business owner. Start as a financial representative focused on client-building and licensing, with award-winning training and a path to a planning practice that blends investments, insurance, and retirement income opportunities.

You'll obtain essential licenses (Life/Accident & Health, SIE, Series 6/7/63) and leverage our planning software while earning through a performance-based structure.

Qualifications

• Licenses required: Life/Accident & Health Certifications, SIE, Series 6/7/63.
• Authorized to work in the US without sponsorship.

Responsibilities

• Grow your client base by connecting with prospects and maintaining referrals.
• Build personalized holistic financial plans tailored to clients' needs.
• Manage and monitor client financial plans to help achieve goals.
• Develop and nurture client relationships through all life stages.

Skills

Relationship-building

Client-facing

Critical thinking

Motivation and drive

Education

Financial advisor licenses: Life/Accident & Health, SIE, Series 6/7/63

Tools

Northwestern Mutual planning software

Job description

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:

Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans & investments for growth, insurance for protection, and annuities for guaranteed income in retirement helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.

We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

As a financial advisor, you will:

• 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

Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.

To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

• Performance-based earnings and revenue 1 : Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
• Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
• Additional income structure to support training and early development
• Renewal income earned for continued client support and policy management
• Bonus programs and expense allowances
• Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
• Fully company-funded retirement package and pension plan
• Competitive and comprehensive medical, vision, and dental plans
• Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning

You could be right for this opportunity if you have:

• History of success in relationship-building or client-facing roles
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship

Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.