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NM
Northwestern Mutual
Financial Advisor Development Program
Career Insights for Financial Planner / Investment Consultant
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Based on Texas data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$102,684 / year median in Texas
+8% projected growth
Job Description
Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Financial Planning
- Asset & Income Protection
- Education Funding
- Insurance Planning
- Investment & Advisory Services
- Trust Services
- Retirement Solutions
- Planning for Business owners Why NM in San Antonio?
San Antonio:
Once you lead by example and have success as an advisor, there is a massive opportunity in San Antonio to build a team or advisors to develop under your guidance! There are currently around 30 advisors in San Antonio with our firm, but the market data says we should have over 300 advisors. So much opportunity for those with leadership aspirations! As aNorthwestern Mutual Financial Representative/Planner:
1. Build —Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. 2. Educate —Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. NM will pay for additional education related to financial planning. 3. Influence — Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. 4. 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 optimum advice for your clients' needs. Compensation & Benefits- Commission structure to support early development
- Recurring income stream
- Bonus programs and expense allowances
- Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP®, and more
- Retirement Package and Pension Plan
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Family Planning You could be right for this opportunity if you have
- Entrepreneurial ambitions
- History of success in sales, athletics, military, client services, or client-facing roles
- Excellent time-management skills
- Desire for continuous learning and more than just a 9-5 role
- Legal authorization to work in the US Are you ready to change your life and the lives of your clients?
Northwestern Mutual:
- #90, Fortune 100 company (2022)
- Forbes' Best Employers for Diversity (2018-2020)
- Top 5 US Independent Broker-Dealers1
- #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
- Best Place to Work for LGBTQ+ Equality
- Human Rights Campaign Corporate Equality Index (2015-2021)
- $224 billion3 (retail investment client assets held or managed) _____________
Job Type:
Full-time Compensation:
$104,000 +- is the average for an Advisor between year 1-4, average revenue per advisor with 5+ years of experience is $594,000 +
- When you retire from the firm, you get to sell your book of business as well!
Benefits:
Employer funded pension AND deferred compensation plan Dental insurance Health insurance Life insurance Parental leave Disability insurance Vision insurance Many other benefits on top of these as well Physical setting: Primarily in the office, with the ability to work remotely once establishedSchedule:
Monday to Friday(you can work on weekends if you want to)Job Type:
Full-time Pay:
$60,000.00- $250,000.
Benefits:
Dental insurance Employee assistance program Employee discount Financial planning services Flexible schedule Flexible spending account Health insurance Life insurance Matching gift program Professional development assistance Retirement plan Tuition reimbursement Vision insuranceEducation:
Bachelor's (Required)Experience:
Financial concepts: 1 year (Preferred) Ability toCommute:
San Antonio, TX 78209 (Required)Work Location:
In personBenefits
- Financial Aid/Assistance
- Professional Development
- Other Retirement and Savings
- Health and Wellness Programs