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Financial Representative/ Advisor

Northwestern Mutual

Northwestern Mutual

Accounting & Finance
College Station, TX, USA
Posted on Tuesday, June 4, 2024

Job description

Northwestern Mutual has been helping people across the College Station, Greater Houston, and Woodlands area and beyond retire in style, send their kids to college, protect the ones they love, and more. As a Northwestern Mutual financial representative at either the College Station, Greater Houston, or woodlands office, you'll build lasting relationships with your clients and help them live their lives to the fullest. You'll be building your own business with support from seasoned mentors and award‐winning training.

Who we are

Northwestern Mutual is a FORTUNE 100 company that provides a wide range of financial services to more than 4.6 million people. As a mutual company, we answer to our policyowners – not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies with a unique culture deeply dedicated to helping people achieve financial security.

Our mission

To wholly develop a team of champions dedicated to excellence in serving others.

Career opportunity

A Northwestern Mutual career is more than just a job – it’s an opportunity to make an impact. Professionals are attracted to this career because it offers a chance to build lasting relationships with individuals and families right here in our community – helping them achieve their financial goals. You'll help solidify your own future, too. This career offers flexibility at a company where hard work is valued and rewarded.

Create your own destiny

You have the opportunity to grow your own practice and create your own destiny as a financial representative. You’ll be in business for yourself, but not by yourself. As a financial representative, you'll receive comprehensive learning and development and ongoing support to help you build your career.

Northwestern Mutual and local leaders will help you:

· Build a business with support from mentors and award-winning training programs.

· Guide clients through a financial planning process, which reflects our belief that most people over a lifetime will experience many different financial needs and circumstances.

· Get off to a fast start and maintain high performance over time.

· Grow and develop over your career through distinct learning paths designed to guide you along the way.

· Pursue advanced professional designations and certifications with full financial support, such as the Certified Financial Planner designation, Series 6, Series 63, Series 7, Certified Wealth Management Professional, among others.

· Develop into a leadership position. Leadership offers growth opportunities through recruitment, development and retention of fellow representatives and growing network offices. Those in leadership have the choice to also maintain their own practice.

Benefits

Enjoy working for yourself and enjoy a great benefits package, too.

· Comprehensive healthcare (medical, dental, vision, FSA, prescription drugs)

· Life and disability insurance

· Retirement and savings planning

· Family planning (parental coaching, adoption assistance, return to work allowance)

· Wellbeing and life assistance program

· Health care and dependent care reimbursement accounts

· Reimbursement for licensing and ongoing education

What sets us apart

· Unsurpassed financial strength

· A long-term approach to planning

· Personal guidance from financial professionals

· A robust digital experience

Consider these facts

· Fortune Magazine ranked Northwestern Mutual one of the “World’s Most Admired” companies of 2021. Ranked #1 among life insurers for “Quality of Products/Services” and “Social Responsibility.”

· Financial Advisor magazine and Investment News ranked Northwestern Mutual a Top 10 Independent Broker-Dealer (measured by 2020 total revenues).

· 97% of our clients stay with us year after year.

· J.D. Power ranked Northwestern Mutual #1 in Customer Satisfaction among all Individual Life Insurance Providers in 2019.

· The company has the highest financial strength ratings awarded to any life insurer by all four of the major credit rating agencies in 2021: AM Best: A++ (highest), Fitch Ratings: AAA (highest), Standard & Poor’s: AA+ (second highest) and Moody’s Investors Service: Aaa (highest)

· Forbes ranked Northwestern Mutual in the top 50 Best Employers for Diversity (#33 in 2019)

If this opportunity is interesting to you or someone that you know please feel free to reach out to me through LinkedIn or you can email me at dallas.weeks@nm.com