Independent Financial Advisor & Planner

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

Benefits offered by this job

Performance-based earnings

Renewal income

Bonus programs

Retirement package

Medical plans

Vision plans

Dental plans

Parental benefits

Job summary

Northwestern Mutual is seeking aspiring financial advisors to build and own their practice in the United States. You’ll start by focusing on client-building, licensing, and learning our planning process to offer holistic financial plans that cover investments, protection, and retirement income.

The program emphasizes education, training, and designations, with a path to becoming a business owner and earning via a performance-based compensation structure; licensing support is provided and your

Qualifications

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

Entrepreneurial mindset

Relationship-building

Strong communication

Self-motivation

Time-management

Continuous learning

Critical thinking

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking aspiring financial advisors to build and own their practice in the United States. You’ll start by focusing on client-building, licensing, and learning our planning process to offer holistic financial plans that cover investments, protection, and retirement income.

The program emphasizes education, training, and designations, with a path to becoming a business owner and earning via a performance-based compensation structure; licensing support is provided and your