Financial Advisor- Sales & Financial Planning

Northwestern Mutual Group; Dallas (TX); On-site; USD 60,000 - 120,000; Full time

Job summary

Northwestern Mutual in Dallas is seeking motivated individuals to join as Financial Advisors. This sales-focused, entrepreneurial opportunity lets you build your own client base, develop meaningful relationships, and help individuals plan for their financial futures.

As a Financial Advisor, you’ll receive training and development designed to help you succeed in financial services sales, client relationship management, and financial planning.

Qualifications

• Proven ability to prospect, network, and develop new business.
• Strong communication and relationship-building skills.
• Willingness to own and grow a personal client base.

Responsibilities

• Build and grow your own client base through prospecting, networking, referrals, and relationship building.
• Meet with individuals and families to understand their financial goals and needs.
• Develop customized financial strategies and recommend solutions.
• Develop and maintain long-term client relationships.
• Build a professional network and generate new business opportunities.
• Participate in Northwestern Mutual’s training and development programs.
• Take ownership of your business and work toward personal and professional goals.

Skills

Sales drive

Relationship building

Communication

Entrepreneurial mindset

Job description

Are you competitive, driven, and energized by building relationships and growing a business?

Northwestern Mutual is looking for motivated individuals to join our team as Financial Advisors. This is a sales-focused, entrepreneurial opportunity where you’ll build your own client base, develop meaningful relationships, and help individuals and families plan for their financial futures.

As a Financial Advisor, you’ll receive training and development designed to help you build the skills needed to succeed in financial services sales, client relationship management, and financial planning.

What You’ll Do

• Build and grow your own client base through prospecting, networking, referrals, and relationship building
• Meet with individuals and families to understand their financial goals and needs
• Develop customized financial strategies and recommend solutions
• Develop and maintain long-term client relationships
• Build a professional network and generate new business opportunities
• Participate in Northwestern Mutual’s industry-leading training and development programs
• Take ownership of your business and work toward your personal and professional goals

What We’re Looking For

• Strong communication and relationship-building skills
• Competitive, motivated, and goal-oriented mindset
• Comfort with prospecting and developing new business
• Ability to build trust and establish relationships
• Entrepreneurial mindset and desire to take ownership of your career
• Previous sales, recruiting, business development, customer-facing, or relationship management experience is a plus—but not required

Why Northwestern Mutual?

This opportunity combines sales, entrepreneurship, relationship management, and financial planning. You’ll have access to training, mentorship, and resources designed to help you build a successful career in financial services.

If you’re looking for a traditional 9-to-5 role with a set book of clients and limited sales responsibility, this may not be the right opportunity. But if you’re motivated by building relationships, developing business, and having your success directly connected to your effort, we’d love to hear from you.

The position title is Financial Advisor, and the role has a significant sales and business-development component.