Independent Financial Planner & Client Growth

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

Benefits offered by this job

Licensing support

Training program

Uncapped earnings potential

Retirement plan

Job summary

Northwestern Mutual seeks aspiring financial advisors to build their own practice by delivering comprehensive financial plans. You’ll start as a financial representative focusing on client-building, licensing, and training through our award-winning programs.

As an independent contractor, you’ll own your book of business with uncapped earning potential, supported by our licensing, education, and network resources to grow with your clients over time.

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.
• Strong motivation and drive.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by building a network and delivering a strong client experience.
• Create personalized, holistic financial plans for each client.
• Manage and update clients' financial plans to help meet goals.
• Nurture client relationships through all life stages.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Communication

Motivation

Self-driven

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks aspiring financial advisors to build their own practice by delivering comprehensive financial plans. You’ll start as a financial representative focusing on client-building, licensing, and training through our award-winning programs.

As an independent contractor, you’ll own your book of business with uncapped earning potential, supported by our licensing, education, and network resources to grow with your clients over time.