Financial Advisor (Training Provided) jobs in United States
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Northwestern Mutual · 9 hours ago

Financial Advisor (Training Provided)

positionAlamo Heights, TX
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Northwestern Mutual is committed to providing personalized, long-term financial planning solutions, and they are seeking a Financial Advisor to guide clients in creating tailored financial plans. The role involves assessing financial goals, analyzing market trends, and building trust-based relationships with clients while providing comprehensive training and professional development opportunities.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote
Hiring Manager
Grisel Lopez
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Responsibilities

Guide clients in creating tailored financial plans, which include investment, retirement, and insurance strategies
Assess financial goals
Analyze market trends
Educate clients on financial products
Offer effective solutions for wealth management
Build trust-based relationships
Maintain detailed records
Monitor financial plans to meet evolving needs

Qualification

Financial PlanningFinancial AdvisoryRetirement PlanningFinanceInvestmentsFinancial Data AnalysisCFP CertificationCFA CertificationCommunication SkillsInterpersonal SkillsRelationship-Building SkillsSelf-MotivatedGoal-OrientedCommitment to Growth

Required

Strong knowledge of Financial Planning, Financial Advisory, and Retirement Planning
Experience in Finance and Investments
Excellent communication, interpersonal, and relationship-building skills
Ability to analyze financial data and develop customized financial plans
Self-motivated, goal-oriented, and committed to continuous professional growth
Must hold or be willing to obtain required financial licenses

Preferred

Previous experience in financial services or a related field is a plus
Relevant certifications such as CFP, CFA, or progress toward certification are advantageous

Benefits

Comprehensive training programs
Mentorship
Ongoing professional development

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

PR Newswire
Northwestern Mutual tops industry in Financial Soundness, Quality of Products and Services, Long-Term Investment Value and more on FORTUNE's latest list of the "World's Most Admired" Companies
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
Where Northwestern Mutual has outgrown a 150-person office
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
Northwestern Mutual relocating 150-person Mendota Heights office to Bloomington for growth
2026-01-17
Company data provided by crunchbase