Benefits:

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

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.

Follow this link to get a glimpse of our local culture: https://www.northwesternmutual.com/office/tx/fort-worth/87809311/

Why Current and Former Athletes Thrive in this role: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us:

Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration.

Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations.

Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes.

Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes.

Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field.

Why join Northwestern Mutual:

Top 5 US Independent Broker-Dealers (4)

Unsurpassed financial strength with total company assets of $366 billion (5)

Recognized for 6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management

Fortune 500® company (June 2024)

Forbes’ Best Employers for Diversity (2023)

Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)

2024 Training APEX Award winner

Meet Some of Our Local Leaders, Many Who Have Achieved Success in Athletics:

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 wealth manager 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 wealth manager, 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 wealth manager, 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

Comprehensive Training and Development: Northwestern Mutual is renowned for having one of the best-trained sales forces in the country. We are dedicated to your growth with ongoing training throughout your career.

Award-Winning Curriculum: Our program supports your first three years in the business with guidance from industry experts, training in client acquisition, and access to a national network of tenured financial advisors for hands-on learning.

Licensing Requirements: To become a wealth manager, you will need to obtain the following licenses:

Life/Accident & Health Certifications

Securities Industry Essentials (SIE)

Series 6, 7, and 63

Support for Licensing: Northwestern Mutual offers pre-payment or reimbursement* for course tuition fees and books to help you succeed in obtaining the necessary designations.

Compensation & Benefits:

Performance-based earnings and revenue (1)

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. Source: 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 of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

4 Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024.

5 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&;P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.

6 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com