Holistic Financial Planner & Practice Builder

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

Job summary

Northwestern Mutual in the United States is guiding aspiring financial advisors to build their own practice by focusing on client relationships and comprehensive financial planning. You start as a financial representative to grow a book of business while earning licenses and training.

Through a performance-based compensation structure, you can shape your workday as a business owner, serving clients with investments, insurance, and retirement solutions, and unlocking uncapped earning potential.

Qualifications

• Bachelor’s degree.
• Entrepreneurial ambitions to be a business owner.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Proficient critical thinking skills.
• Strong communicator.
• Legal authorization 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

Relationship-building

Time management

Communication

Critical thinking

Entrepreneurial mindset

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States is guiding aspiring financial advisors to build their own practice by focusing on client relationships and comprehensive financial planning. You start as a financial representative to grow a book of business while earning licenses and training.

Through a performance-based compensation structure, you can shape your workday as a business owner, serving clients with investments, insurance, and retirement solutions, and unlocking uncapped earning potential.