Northwestern Mutual→
Financial Advisor at Northwestern Mutual in The Woodlands, TX
Entry LevelOn-siteThe Woodlands, TX$61k–$119k/yr
Skills
life/accident & health certificationssecurities industry essentials (sie)series 6 licenseseries 7 licenseseries 63 licensecertified financial planner (cfp)financial planninginvestment advisory servicesinsurance knowledgeretirement solutionsbusiness needs analysis
Job Description
Summary: Northwestern Mutual is a leading financial services company that offers a unique opportunity to become a Financial Advisor. In this role, you will help clients achieve their financial goals through personalized planning and relationship building while growing your own business in a supportive environment.
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
Required Qualifications:
- Bachelor's degree
- Entrepreneurial ambitions 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
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
- Obtain Life/Accident & Health Certifications
- Obtain Securities Industry Essentials (SIE)
- Obtain Series 6, 7, and 63 licenses
Preferred Qualifications:
- Bachelor's (Preferred)
Required Skills: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), Series 6 License, Series 7 License, Series 63 License, Certified Financial Planner (CFP), Financial Planning, Investment Advisory Services, Insurance Knowledge, Retirement Solutions, Business Needs Analysis
Benefits: 401(k), Dental insurance, Flexible schedule, Health insurance, Life insurance, Professional development assistance, Retirement plan, Vision insurance
Benefits
401(k)
Dental insurance
Flexible schedule
Health insurance
Life insurance
Professional development assistance
Retirement plan
Vision insurance