Financial Advisor (Training + Licensing in FT Worth) jobs in United States
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Northwestern Mutual · 2 months ago

Financial Advisor (Training + Licensing in FT Worth)

Northwestern Mutual is a Fortune 500 company that has been helping clients navigate their financial lives for over 165 years. They are seeking a Financial Advisor to build a client base, educate clients on financial solutions, and manage financial plans while benefiting from extensive training and mentorship opportunities.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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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 SkillsEntrepreneurial AmbitionsTime ManagementContinuous Learning

Required

4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
Legal authorization to work in the US without sponsorship

Preferred

Bachelor's
Sales: 1 year
Relocate before starting work

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Professional development assistance
Referral program
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.

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