Holistic Financial Planner: Build Your Own Practice

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

Job summary

Northwestern Mutual offers a unique path to build a personal financial planning practice as a Financial Advisor in the United States. You begin as a financial representative focused on client-building and obtaining licenses, supported by award-winning training and a route to ownership through a performance-based compensation structure.

You will grow your client base through connections and referrals, develop personalized financial plans, and help clients navigate life stages using Northwestern

Qualifications

• Bachelor’s degree required and business ownership aspirations.
• Entrepreneurial mindset with history of client relationships.
• Proven ability to build networks and generate referrals.
• Excellent time management and self-driven motivation.
• Strong communication and collaborative skills.
• Authorized to work in the US without sponsorship.

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

Bachelor’s degree

Entrepreneurial mindset

Relationship-building

Time management

Continuous learning

Critical thinking

Strong communication

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a unique path to build a personal financial planning practice as a Financial Advisor in the United States. You begin as a financial representative focused on client-building and obtaining licenses, supported by award-winning training and a route to ownership through a performance-based compensation structure.

You will grow your client base through connections and referrals, develop personalized financial plans, and help clients navigate life stages using Northwestern