Growth-Focused Financial Planner & Client Advisor

Northwestern Mutual; Fort Worth (TX); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Bonuses & incentives

Retirement package

Medical, vision & dental plans

Parental benefits

Licensing support

Job summary

Northwestern Mutual invites motivated individuals to start as financial representatives and grow into trusted financial advisors. The role emphasizes building a client base, delivering holistic financial plans, and supporting clients through all life stages with a performance-based compensation structure.

Training and licensing support are provided, including life/health, SIE, Series 6/7/63, and CFP licensing pathways, with tuition reimbursement.

Qualifications

• Bachelor’s degree or higher required.
• Entrepreneurial ambitions to be a business owner.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills and self-motivation.
• Desire for continuous learning and collaboration.

Responsibilities

• 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.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Continuous learning

Communication skills

Drive/Motivation

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual invites motivated individuals to start as financial representatives and grow into trusted financial advisors. The role emphasizes building a client base, delivering holistic financial plans, and supporting clients through all life stages with a performance-based compensation structure.

Training and licensing support are provided, including life/health, SIE, Series 6/7/63, and CFP licensing pathways, with tuition reimbursement.