Independent Financial Advisor & Practice Builder

Northwestern Mutual; Texas; On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Licensing & study support

Company-funded retirement plan

Medical, vision, dental

Job summary

Northwestern Mutual is seeking driven individuals to start as financial representatives, building a client network while pursuing licenses for Life/Accident & Health, SIE, Series 6, 7, and 63. The firm funds tuition and books, supporting you as your own business owner within a national advisor network.

You’ll receive award-winning training to develop a holistic planning practice, offering investments, insurance, and retirement solutions.

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
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong communicator
• Strong sense of motivation and drive
• 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

Motivation

Critical thinking

Continuous learning

Collaboration

Entrepreneurial mindset

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking driven individuals to start as financial representatives, building a client network while pursuing licenses for Life/Accident & Health, SIE, Series 6, 7, and 63. The firm funds tuition and books, supporting you as your own business owner within a national advisor network.

You’ll receive award-winning training to develop a holistic planning practice, offering investments, insurance, and retirement solutions.