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Financial Advisor

Northwestern Mutual

Northwestern Mutual

Accounting & Finance
Houston, TX, USA · Houston, TX, USA · Texas, USA · United States
Posted on Friday, June 7, 2024

Company Description

  • Northwestern Mutual is a leading provider of financial security, helping families and businesses achieve their goals for over 160 years. With a distinctive approach that combines insurance and investments, Northwestern Mutual guides individuals and businesses towards financial security. The company holds over $1.8 trillion worth of life insurance protection in force and delivers financial security to more than 4.5 million individuals.

Our Houston, Texas firm is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.

Responsibilities:

  • Build and maintain long-term relationships with clients by providing financial planning services
  • Conduct client meetings to assess their financial needs, goals, and risk tolerance
  • Develop and implement financial plans to help clients achieve their financial objectives
  • Provide investment advice and manage client portfolios to ensure they are aligned with their financial goals and risk tolerance
  • Stay up-to-date with the latest financial trends and developments to provide the best possible advice to clients
  • Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning advice
  • Generate new business through networking and referrals

At Northwestern Mutual, we're committed to providing our Financial Advisors with the best possible training and support to help them succeed. Our award-winning training programs and mentorship culture are designed to help you build your skills and knowledge in financial planning and investment management. In addition, our highly collaborative culture encourages teamwork and knowledge sharing, so you'll have access to a network of experienced professionals who can provide guidance and support as you grow in your role.

We offer competitive compensation and benefits packages, including health, dental, and vision insurance, a retirement plan, and opportunities for professional development and growth. As a performance based compensation role, there is no cap on your earning potential, providing unlimited opportunities for top performers.

You could be right for this opportunity if you have:

  • Bachelor's degree; MBA, Juris Doctorate, CPA preferred
  • Entrepreneurial ambitions
  • History of success in sales, athletics, military, client services, or client-facing roles
  • Excellent communication and interpersonal skills
  • Strong attention to detail and ability to analyze complex financial data
  • Demonstrated ability to build and maintain client relationships
  • Excellent time-management skills
  • Desire for continuous learning

Compensation & Benefits

  • Commission structure to support early development
  • Renewable income
  • Bonus programs and expense allowances
  • Support for insurance licensing, SIE, Series 6 or 7, Series 63, CFP®, and more
  • Retirement Package and Pension Plan
  • Medical, Dental, Vision, Life Insurance and Disability Income Insurance
  • Family Planning

If you're passionate about helping others achieve their financial goals and are looking for a challenging and rewarding career in financial planning and investment management, we encourage you to apply for this position!