Financial Advisor & Practice Builder

Northwestern Mutual

San Antonio (TX)

On-site

USD 61,000 - 250,000

Full time

13 days ago

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Benefits offered by this job

Fully company‑funded retirement plan
Comprehensive medical/vision/dental
Life Insurance & Disability Income
Parental benefits

Job summary

Northwestern Mutual seeks ambitious individuals to start a financial planning practice as a financial advisor. You’ll build a client base, craft personalized plans, and manage client portfolios as an independent contractor with licensing and designations support.

Training is provided, with a clear path to partnerships and uncapped earning potential through a performance-based compensation structure. Licenses required include Life/Health, SIE, and securities licenses; company funds portions of

Qualifications

  • Bachelor’s degree required.
  • Entrepreneurial aspirations to own a business.
  • Proven success in relationship-building or client-facing roles.
  • Excellent time-management and organizational skills.
  • Desire for continuous learning and collaboration.
  • Strong communication and motivation to drive results.
  • Legal authorization to work in the US without sponsorship.

Responsibilities

  • Grow your client base by building connections and maintaining a strong referral network.
  • Develop personalized, holistic financial plans tailored to each client.
  • Manage clients’ financial plans to help them achieve goals.
  • Grow relationships with clients to support them through life stages.

Skills

Relationship-building
Client-facing roles
Time management
Lifelong learning
Critical thinking
Strong communicator
Self-motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks ambitious individuals to start a financial planning practice as a financial advisor. You’ll build a client base, craft personalized plans, and manage client portfolios as an independent contractor with licensing and designations support.

Training is provided, with a clear path to partnerships and uncapped earning potential through a performance-based compensation structure. Licenses required include Life/Health, SIE, and securities licenses; company funds portions of

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