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Northwestern Mutual · 5 months ago

Financial Planner (Career Changers Encouraged/ Licensing & Training Provided)

Fort Worth, TX

Full-time

Onsite

New Grad, Entry Level

$70K/yr - $250K/yr

Northwestern Mutual is a Fortune 500 company that specializes in financial planning and investment services. They are seeking Financial Representatives to help clients with personalized financial solutions, build a client base, and manage financial plans, all while receiving extensive training and mentorship.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

No H1B

Responsibilities

Build —Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends

Educate —Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans

Influence — Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations

Own —Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients’ needs

Qualification

Financial PlanningClient Relationship ManagementSales ExperienceCritical ThinkingCommunication SkillsDesire for LearningEntrepreneurial AmbitionsTime Management