Financial Advisor - Training Program

Radliff District - Northwestern Mutual; San Antonio (TX); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Professional development

Performance incentives

Mentorship

Work-life balance

Community impact

Job summary

Northwestern Mutual's Radliff District in San Antonio seeks a Financial Representative to help individuals and businesses achieve financial goals through tailored insurance solutions and planning. You’ll build lasting client relationships, assess needs, and deliver personalized strategies.

With strong training and sponsorship for licenses (Series 6, 63, and state licenses), you’ll join a mentorship-driven team offering comprehensive support, career growth, and a path to leadership within a

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or business development is beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking.
• Licensing—Series 6, 63, and state insurance licenses; sponsorship available.

Responsibilities

• Client consultations to understand goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets.
• Provide ongoing support and updates as clients' needs evolve.
• Build a network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Rapport building

Education

Bachelor's degree preferred

Tools

Series 6 license

Series 63 license

State insurance licenses

Job description

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

At the Radliff District - Northwestern Mutual, our vision is clear: to make a meaningful impact on every life in South Central Texas.

We are driven by a mission to inspire action, maximize potential, and build lasting legacies for the families we serve. Our values of innovation, gratitude, excellence, and transparency shape every interaction and decision we make, fostering a culture of growth, collaboration, and unwavering dedication to our clients.

We are one of the fastest-growing and most successful teams in the country, committed to delivering exceptional service and making a true difference in the lives of our clients. While prior experience in finance or sales is not necessary, we place a high value on heart, grit, and determination. Our team thrives in an environment of camaraderie, mentorship, and leadership, where high expectations are paired with comprehensive training and development.

At Radliff District, we are also deeply committed to giving back to our community. We proudly support organizations like Alex’s Lemonade Stand, demonstrating our ongoing dedication to making a positive impact in South Central Texas.

If you’re passionate about helping others, ready to rise to the challenge, and eager to join a team with a mission-driven culture, we’d love to connect with you.

Our thriving office is located:

200 Austin Hwy, Suite 202, San Antonio, TX 78209

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

A Glance at Northwestern Mutual (NM):

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Some of Our Local Leaders, the Heartbeat of Our Business:

Brian Vrana, Managing Partner:

• How long with NM? 24 years
• Prior to? Farmer. Started at NM in college through the internship program.
• Passionate About? Family, coaching sons’ baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members.

Chris Radliff, Managing Director:

• How long with NM? 9 years
• Prior to? Started as an intern at NM in college and has worked in various roles within the firm, including leadership training and advisor development.
• Passionate About? Being with his fiancée, bowling, and sports. Chris recently relocated from Albany, NY to Texas and is focused on building strong relationships with clients and teammates alike. He also enjoys staying active through fitness and coaching.

About the Financial Representative Role:

As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients’ assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

• Education: A bachelor's degree is preferred.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:

• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.