Financial Advisor - Full Training and Development Program jobs in United States
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Northwestern Mutual · 2 months ago

Financial Advisor - Full Training and Development Program

positionHouston, TX
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$150K/yr - $150K/yr
date0+ years exp

Northwestern Mutual is a financial services company that provides a full training and mentorship program in sales, finance, leadership, and entrepreneurship. As a Financial Advisor, you will help clients achieve their financial goals through comprehensive planning and investment strategies, while developing long-term relationships based on trust and expertise.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote

Responsibilities

Conduct thorough assessments of clients' financial situations and objectives
Develop personalized financial plans that encompass investment strategies, retirement planning, and estate planning
Provide guidance on securities law and compliance to ensure adherence to regulations
Manage client portfolios, making adjustments as necessary to align with market trends and client goals
Utilize financial software to analyze data and present clear recommendations to clients
Maintain ongoing communication with clients to review their financial status and make necessary adjustments to their plans
Stay informed about market trends, economic changes, and new financial products to provide the best advice possible
Collaborate with other professionals in corporate accounting or technical accounting as needed for comprehensive client service

Qualification

Financial planning principlesSecurities law complianceEstate planning strategiesFinancial sales experienceMathematical skillsFinancial software proficiencyPortfolio managementCorporate accounting principlesCash management practices

Required

Strong understanding of financial markets, investment products, and regulatory requirements
Conduct thorough assessments of clients' financial situations and objectives
Develop personalized financial plans that encompass investment strategies, retirement planning, and estate planning
Provide guidance on securities law and compliance to ensure adherence to regulations
Manage client portfolios, making adjustments as necessary to align with market trends and client goals
Utilize financial software to analyze data and present clear recommendations to clients
Maintain ongoing communication with clients to review their financial status and make necessary adjustments to their plans
Stay informed about market trends, economic changes, and new financial products to provide the best advice possible
Collaborate with other professionals in corporate accounting or technical accounting as needed for comprehensive client service
Strong knowledge of financial planning principles and practices
Familiarity with securities law and compliance regulations
Expertise in estate planning strategies
Proven experience in financial sales or advisory roles
Excellent mathematical skills for analyzing data and creating forecasts
Understanding of corporate accounting principles
Proficiency in using various financial software tools for analysis and reporting
Experience in portfolio management techniques
Knowledge of cash management practices to optimize client resources

Benefits

401(k)
Dental insurance
Dependent care reimbursement
Financial planning services
Flexible schedule
Flexible spending account
Health insurance
Life insurance
Paid training
Parental leave
Professional development assistance
Retirement plan
Vision insurance

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.
dateFounded in 1857
location
Milwaukee, Wisconsin, USA
people-size5001-10000 employees
web-link
https://www.northwesternmutual.com

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

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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Recent News

Bizjournals.com Feed (2025-11-12 15:43:17)
Northwestern Mutual relocating 150-person Mendota Heights office to Bloomington for growth
2026-01-17
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Stone Bank, Washington Regional, UAMS Announce Hires & Promotions (Movers & Shakers)
2026-01-12
PR Newswire
Northwestern Mutual Breaks Company Record on Forbes' Latest List of Nation's Top Wealth Management Teams
2026-01-09
Company data provided by crunchbase