Financial Planner & Growth Mentor

Radliff District - Northwestern Mutual; San Antonio (TX); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Professional Development

Income potential

Mentorship & support

Work-life balance

Community impact

Job summary

Radliff District- Northwestern Mutual in San Antonio, TX is seeking a Financial Representative to help clients reach their financial goals through personalized insurance solutions and planning. You will build long-term relationships, provide tailored financial strategies, and receive company-sponsored training and mentorship to support your growth in a supportive, community-focused team.

You’ll work with a planning team to design comprehensive plans, discuss investments, protection, and

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or sales is a plus.
• Strong interpersonal and communication skills.
• Ability to build trust and rapport with clients.
• Licenses: Series 6, Series 63, and state insurance licenses (training available).

Responsibilities

• Client consultations to understand goals and concerns.
• Develop financial plans including investments, insurance, and retirement.
• Recommend insurance solutions to protect assets and income.
• Monitor and update plans as client circumstances change.
• Network to build referrals through community and associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Relationship building

Licensing: Series 6/63

State insurance licenses

Education

Bachelor's degree preferred

Tools

Series 6

Series 63

Insurance licenses

Job description

Radliff District- Northwestern Mutual in San Antonio, TX is seeking a Financial Representative to help clients reach their financial goals through personalized insurance solutions and planning. You will build long-term relationships, provide tailored financial strategies, and receive company-sponsored training and mentorship to support your growth in a supportive, community-focused team.

You’ll work with a planning team to design comprehensive plans, discuss investments, protection, and