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Northwestern Mutual · 1 month ago

Financial Representative - Full Training & Development Included

Houston, TX

Full-time

Onsite

Entry Level

$40K/yr - $250K/yr

2+ years exp

Northwestern Mutual has been helping families and businesses achieve financial security for 165 years. The financial representative role involves developing financial plans for clients, utilizing various financial tools, and building a personal practice with the support of the company.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there

Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits

Provide guidance on basic financial literacy to help clients achieve financial security long term

Maintain autonomy and flexibility to build their own practice while receiving support from the firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities

Develop a career that provides outstanding self-determined income potential and personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity