Financial Advisor - Dallas (Career Changers Encouraged to Apply!) jobs in United States
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Northwestern Mutual · 4 months ago

Financial Advisor - Dallas (Career Changers Encouraged to Apply!)

Northwestern Mutual is a leading financial services company that offers a unique opportunity to become a financial advisor. In this role, you will build personalized financial plans, grow your client base, and manage client relationships to help them achieve their financial goals.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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Responsibilities

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life

Qualification

Life/Accident & Health CertificationsSecurities Industry Essentials (SIE)Series 6’s degreeEntrepreneurial ambitionCommunicatorRelationship-buildingTime-management skillsCritical thinkingDesire for continuous learning

Required

Bachelor's degree
Entrepreneurial ambition
Strong sense of motivation and drives to be a business owner
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
Legal authorization to work in the US without sponsorship

Preferred

Bachelor's (Preferred)

Benefits

Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
Dental insurance
Flexible schedule
Health insurance
Life insurance
Professional development assistance
Retirement plan
Vision insurance
Bonus opportunities
Commission pay

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase