Lead Financial Advisor: Growth, Impact & Flex

Radliff District - Northwestern Mutual; San Antonio (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual’s Radliff District in San Antonio, TX is seeking leaders ready to transition into financial services. Your ability to inspire, coach, and build lasting client relationships can drive meaningful financial outcomes.

You’ll educate clients, create personalized plans, and partner with a planning team to help families achieve security and growth. This full-time opportunity offers sponsorship, mentorship, and clear advancement pathways in a collaborative office.

Qualifications

• Education: A bachelor's degree is preferred.
• Experience: Previous experience in leadership or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust with clients.

Responsibilities

• Client Consultation: Engage with clients to understand financial goals and concerns.
• Financial Planning: Develop comprehensive financial plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients.
• Ongoing Support: Monitor client plans and provide regular updates and adjustments.
• Networking: Build and maintain a client network through referrals and community involvement.

Skills

Leadership

Communication

Relationship building

Networking

Education

Bachelor's degree preferred

Job description

Northwestern Mutual’s Radliff District in San Antonio, TX is seeking leaders ready to transition into financial services. Your ability to inspire, coach, and build lasting client relationships can drive meaningful financial outcomes.

You’ll educate clients, create personalized plans, and partner with a planning team to help families achieve security and growth. This full-time opportunity offers sponsorship, mentorship, and clear advancement pathways in a collaborative office.