Financial Advisor - Career Changer

Northwestern Mutual of Greater Fort Worth

Financial Advisor - Career Changer

Mansfield, TX +2 locations
Full Time
Paid
  • Responsibilities

    Benefits:

    Retirement

    Bonus based on performance

    Company parties

    Dental insurance

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Training & development

    Vision insurance

    Join the winning team at Northwestern Mutual of Greater Fort Worth! We are significantly investing in growth through the development of new internal leaders and eager to hear your story!

    We are currently growing our 2 thriving offices, located: 1300 Summit Avenue in Fort Worth, TX and 733 U.S 287 Frontage Road in Mansfield, TX.

    A Glance at Northwestern Mutual (NM):

    For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

    Local Giving: Along with making the financial lives of our clients better, our offices proudly support several important causes. Together, we are committed to enhancing both the financial well-being of our clients and the overall strength of our community. Alex's Lemonade Stand: Transforming the lives of children with cancer by funding research, raising awareness, and supporting families. Boot Campaign: Expressing gratitude for service members and veterans by promoting awareness and support through the symbolic act of wearing combat boots.

    Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

    Meet some of our local leaders, the heartbeat of our business:

    Jason Luce, Managing Partner

    How long with NM? 19 years.

    Previous experience? Consultant in workforce management. Left corporate life for more control and autonomy at NM.

    Passions outside of business? Family (20-year-old son, 16-year-old son, 12-year-old daughter), golfing, Packers fan, and cheers for the Texas Longhorns. Played college football at Ouachita Baptist University.

    Paul Brown, Growth and Development Director & Financial Advisor

    How long with NM? 16 years.

    Previous experience? College internship; Greek life in college, economics major at Texas A&M.

    Passions outside of business? Married with 2 kids; enjoys Aggie football, golf, Dallas sports, and spending time with his 6 and 3-year-old kids. Born and raised in Dallas, now living in Arlington.

    Daryl Klump, CFP, Managing Director

    How long with NM? 12 years.

    Previous experience? Started a non-profit; began at NM in a receptionist role, moved into trading, now runs her own District.

    Passions outside of business? Married with a 2-year-old; loves wine, horses, soccer, reading (including professional development and fiction), and spending time on the water.

    Aaron Vallance, College Unit Director

    How long with NM? 5 years.

    Previous experience? Played college baseball and spent some time in corporate marketing.

    Passions outside of business? Enjoys friends and family, competition, golfing, all sports and a passionate Cowboys fan.

    Brandon Rossi, Managing Director

    How long with NM? 14 years.

    Previous experience? Started in college as a NM intern.

    Passions outside of business? Family time with wife Emily and four kids; passionate about Kanakuk Camp, Denver Broncos, and Argentine Soccer.

    Alexis Harris, Financial Advisor and Field Director

    How long with NM? 7 years.

    Previous experience? Division 1 college soccer player at the University of Texas at Austin and Texas Christian University.

    Passions outside of business? Spending time with fiancé Dean, wine and cheese nights, traveling, sports events, and volunteering within the community.

    About the Role: Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will:

    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

    On your path to becoming a financial advisor, you start as a financial representative

    focused on client-building and obtaining licenses. Our award-winning training programs

    equip you with the education, skill-building, and development strategies you need to be

    successful in building a financial planning practice that focuses on:

    Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis

    Training, licensing & designations: Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

    Compensation & Benefits:

    Performance-based earnings and revenue (1)

    Average advisor annual earnings of $61K-$119K (based on 2018- 2023 company average for representatives in the first 3 years)

    Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)

    Additional income structure to support training and early development

    Renewal income earned for continued client support and policy management

    Bonus programs and expense allowances

    Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more

    Certified Financial Planner® licensing support (2)

    Fully company-funded retirement package and pension plan

    Competitive and comprehensive medical, vision, and dental plans

    Life Insurance and Disability Income Insurance

    Parental benefits at every stage of family planning

    You could be right for this opportunity if you have:

    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

    Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.

    1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses,Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees,Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. Northwestern Mutual, 2024

    2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®,CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board ofStandards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

  • Locations
    Mansfield, TX • Justin, TX • Fort Worth, TX