Financial Advising Training Program

2 weeks ago

Fort Worth, Texas, United States NW Mutual - Ft. Worth - Agency - Self Opportunity Full time
Job DescriptionJob Description

The Northwestern Mutual Wealth Management Company is innovative and rapidly growing. We invest in our people and clients. We care and make a positive difference in the lives of our clients, their families / businesses and in the broader Dallas-Fort Worth metroplex. Simply put, we make plans for people, not money.

Our Fort Worth financial advisory firm seeks to add three (3) new aspiring wealth management advisors to join its growing and highly productive practice. We specialize in developing "career changers" – these are professionals who have experienced success in one industry but may have felt capped and are open to translating their skillset elsewhere.

A successful applicant has experience in business development or sales, is self-motivated, has strong interpersonal skills.

Position Overview:

As a Wealth Management Advisor at the Northwestern Mutual Wealth Management Company, you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives as they change over time.

You will work with clients by creating financial plans built on their unique needs and visions. And through industry-leading solutions, you'll help them protect what they've worked so hard to achieve, while growing their assets for the future.

You'll be supported by the #1 network (Dallas-Fort Worth) in the country and by nationally ranked training programs, mentoring, unlimited access to resources to assist clients and a network of specialists who provide guidance on:

  • Comprehensive Financial Planning
  • Personal Planning Analysis
  • Asset & Income Protection
  • Education Funding
  • Investment & Advisory Services
  • Estate Analysis & Trust Services
  • Retirement Solutions
  • Business Needs Analysis
  • Employee & Executive Benefits

A successful applicant has experience in business development or sales (preferred B2B/B2C, Inside/Outside Sales, Financial Management, Insurance and Financial Services), is self-motivated, has strong interpersonal and communication skills, demonstrates a history of personal success, values professional independence, maintains a high standard of ethics, and shows interest in business, finance or entrepreneurial ventures.

They must also possess:

  • Bachelor's Degree from a four-year institution (required)
  • Honest, ethical and a strong sense of morality
  • An ability to work in a fast-paced, highly productive, value-driven environment

What We Offer:

We offer an attractive total compensation package for building and sustaining a vibrant, healthy and strong financial practice.

  • Comprehensive Financial Planning
  • Comprehensive healthcare
  • Life and disability insurance
  • Two pension plans
  • Bonus and stipend compensation programs
  • Health care and dependent care reimbursement accounts
  • Sponsorship and reimbursements for licensing and ongoing education
  • Exceptional income potential ($193,000+ / year)
  • Leadership training and promotion opportunities

Accolades, Awards, Ratings and Assessments

  • Highest financial strength ratings and unsurpassed in financial strength
  • Ranked #1 in the financial service industry as "Best Places to Work" by
  • Northwestern Mutual is annually honored as one of the "World's Most Admired Companies" by FORTUNE magazine
  • For 15 consecutive years, Northwestern Mutual has been named one of the "50 Best Companies to Sell For" and ranks #1 in the Financial Services industry by Selling Power magazine
  • Named one of the "Best Places to Launch a Career" by Business Week
  • Top 5 independent broker-dealers
  • 96% of our client stay with us year over year

About Our Firm:

In an industry weighed down by charts / graphs, blog posts, internet marketers and TV personalities – we believe our clients deserve something different.

For our clients to spend their life living and to enjoy the people and things that they care for most, we help to remove unnecessary financial stress and uncertainty through true, holistic and integrated financial planning. This allows our clients to be the best versions of themselves – whether it be a spouse, parent, sibling or business owner.

Our Mission:

Our mission is to build a meaningful relationship with our clients, their families and their businesses for decades to come and to provide stress-free financial planning through advice, strategy and financial security.

We empower our clients to live life by design and not by default by creating a financial plan that addresses risk management, wealth management, tax-strategies, retirement income distribution planning and estate planning – all under one roof.

Our Approach:

Financial success doesn't happen by chance, it happens by choice and turning visions into reality takes hard work, discipline and strategic planning.

We provide concierge-level financial planning through:

  • Becoming a proactive relationship in the financial lives of our clients, ensuring that no financial milestone is overlooked or not achieved.
  • Providing logical and sound education that allows our clients to act on their financials with confidence and excitement that will provide true peace of mind.
  • Strategic planning and considerations around current or future tax implications, market risks and sudden life changes.

Our clients can expect to work with a team and network of specialists that offer nearly 170 years of experience alongside world-class strategies tailored specifically for them.

Company DescriptionNorthwestern Mutual is a Fortune 500 Company that provides a wide range of financial services to more than 5 million people. in 1857 we began as a Wisconsin- based insurance company. Today, we're one of America's premier companies, with a unique culture dedicated to helping families achieve financial security.

  • Senior Financial Analyst

    1 month ago

    Fort Worth, Texas, United States FlightSafety International Full time

    About FlightSafety InternationalFlightSafety International is the world's premier professional aviation training company and supplier of flight simulators, visual systems and displays to commercial, government and military organizations. The company provides training for pilots, technicians and other aviation professionals from 167 countries and independent...

  • Senior Financial Analyst

    4 weeks ago

    Fort Worth, Texas, United States FlightSafety International Full time

    About FlightSafety InternationalFlightSafety International is the world's premier professional aviation training company and supplier of flight simulators, visual systems and displays to commercial, government and military organizations. The company provides training for pilots, technicians and other aviation professionals from 167 countries and independent...

  • Program Analyst

    3 weeks ago

    Fort Worth, Texas, United States U.S. Army Corps Of Engineers Full time

    Uses the Corps of Engineers Financial Management System (CEFMS) and PROMIS 2 (P2) to develop in-house, contractual, and labor purchase requests and commitments. Reviews project schedules for allocation of funds, analyzes requests for funding, and recommends to Project Managers the necessary adjustments to schedules and budgets with explanations of imbalances...

  • High School Campus Coordinator

    4 days ago

    Fort Worth, Texas, United States Texas Christian University Full time

    Job Summary: The High School Campus Coordinator assists Texas high school students in under-served communities to realize their dream of attending college by advising students with college admissions, financial aid, and scholarship applications; coordinating information with high school staff at the student's school. They will be assigned to a Tarrant To and...

  • Talent Delivery Manager

    2 weeks ago

    Fort Worth, Texas, United States GM Financial Full time

    Overview: Why GM Financial? GM Financial is the wholly owned captive finance subsidiary of General Motors and is headquartered in Fort Worth, U.S. We are a global provider of auto finance solutions, with operations in North America, South America and the Asia Pacific region. Through our long-standing relationships with auto dealers, we offer attractive...

  • Financial Analyst

    4 weeks ago

    Fort Worth, Texas, United States Molson Coors Full time

    Requisition ID: 30719 A Career in Beer: Our purpose at Molson Coors Beverage Company is to unite people to celebrate all of life's moments. We are the world's family brewer, brewing and selling our beer for over 350 years around the world. We're Talent Brewers - we believe in our brands and our people; we believe that a truly inspiring and diverse place to...

  • Business / Financial Analyst - Fort Worth, TX

    1 month ago

    Fort Worth, Texas, United States Gulfstream Aerospace Corporation Full time

    Business/Financial Analyst - Fort Worth, TX in GAC Fort WorthUnique Skills:Desired Aerospace and/or MRO experience. Experience collaborating with plant leadership in financial discussions, contract pricing, and contract experience a plus. Strong financial analysis skills, including demonstrated experience developing business cases, month-end reporting,...

  • Business / Financial Analyst - Fort Worth, TX

    4 weeks ago

    Fort Worth, Texas, United States Gulfstream Aerospace Corporation Full time

    Business/Financial Analyst - Fort Worth, TX in GAC Fort WorthUnique Skills:Desired Aerospace and/or MRO experience. Experience collaborating with plant leadership in financial discussions, contract pricing, and contract experience a plus. Strong financial analysis skills, including demonstrated experience developing business cases, month-end reporting,...

  • SVP, Financial Solutions Strategy

    1 week ago

    Fort Worth, Texas, United States First Command Full time

    The Role:At First Command, we are looking for a Solution Strategy Leader who will play a crucial role in shaping the financial coaching offerings for our clients. The company, established in 1958, focuses on providing financial security for military families and is in search of a dedicated individual to lead the strategy and team responsible for these...

  • Personal Banker I

    1 week ago

    Fort Worth, Texas, United States BOK Financial Full time

    Location: Fort Worth - FTWT Areas of Interest: Consumer Banker; Consumer Banking; Teller Pay Transparency Salary Range: Not Available Job Title: Personal Banker ICompany: BOK Financial CorporationBOK Financial, headquartered in Tulsa, Oklahoma, is a prominent U.S.-based financial services holding company operating across several states, including Oklahoma,...

  • Staff Auditor

    1 week ago

    Fort Worth, Texas, United States GM Financial Full time

    Overview Hybrid model opportunity in Fort Worth, TX: Potential to work 3 days remote and 2 day onsite. Why GM Financial? GM Financial is the wholly owned captive finance subsidiary of General Motors and is headquartered in Fort Worth, U.S. We are a global provider of auto finance solutions, with operations in North America, South America and the Asia Pacific...

  • financial specialist

    4 days ago

    Fort Worth, Texas, United States U.S. Army Corps of Engineers Full time

    Summary About the Position: This is a Financial Specialist, GS /09 position for the U.S. Army Corps of Engineers, Fort Worth District. The duty location is Fort Worth, TX. Responsibilities Serves as the Financial Specialist for all civilian pay actions and in this capacity serves as special advisor to the Resource Manager/Finance and Accounting Officer....

  • Chief Financial Officer

    1 month ago

    Fort Worth, Texas, United States HCA Healthcare Full time

    Description This position is incentive eligible. IntroductionExecutives thrive with us HCA Healthcare is one of the nation's leading providers of healthcare services, comprising of over 180 hospitals and about 2,000 sites of care in 21 states and the United Kingdom. We are looking for a Behavioral Health Chief Financial Officer for our team where excellence...

  • Chief Financial Officer

    4 weeks ago

    Fort Worth, Texas, United States HCA Healthcare Full time

    Description This position is incentive eligible. IntroductionExecutives thrive with us HCA Healthcare is one of the nation's leading providers of healthcare services, comprising of over 180 hospitals and about 2,000 sites of care in 21 states and the United Kingdom. We are looking for a Behavioral Health Chief Financial Officer for our team where excellence...

  • Financial Advisor II

    1 week ago

    Fort Worth, Texas, United States Frost Bank Full time

    Job Description It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you...

  • SVP, Financial Solutions Strategy

    2 weeks ago

    Fort Worth, Texas, United States First Command Full time

    How will your role impact First Command? First Command was founded in 1958 by a retired military officer who was enthusiastic about helping service members and their families strengthen their financial security.The company is seeking a leader who shares this passion for our mission and who can lead the strategy and team responsible for solutions offered...

  • People Operations Human Relations Generalist

    2 weeks ago

    Fort Worth, Texas, United States Mercedes-Benz Financial Services Full time

    \u003Ch2>Aufgaben\u003C/h2> \u003Cp>About Us:\u003C/p> If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.\u003Cp>Who is Mercedes-Benz Financial Services?\u003Cbr>Mercedes-Benz Financial Services, part of the global company Mercedes-Benz Mobility AG is the captive financing and...

  • TXOR Program Officer

    2 weeks ago

    Fort Worth, Texas, United States Catholic Charities Diocese of Fort Worth Full time

    Job DescriptionJob DescriptionBe PROUD of what you do:You'll join a mission-driven team and agency dedicated to supporting our clients. We have been entrusted with a 114-year legacy of doing good and we have set forth a bold goal of ending poverty in our community. Our services are uniquely positioned to address a myriad of key factors that keep families...

  • GME Program Administrator

    4 weeks ago

    Fort Worth, Texas, United States HCA Healthcare Full time

    Description IntroductionDo you have the career opportunities as a GME Program Administrator you want with your current employer? We have an exciting opportunity for you to join Medical City Fort Worth which is part of the nations leading provider of healthcare services, HCA Healthcare.Job Summary and QualificationsThe Graduate Medical Education (GME)...

  • GME Program Administrator

    1 month ago

    Fort Worth, Texas, United States HCA Healthcare Full time

    Description IntroductionDo you have the career opportunities as a GME Program Administrator you want with your current employer? We have an exciting opportunity for you to join Medical City Fort Worth which is part of the nations leading provider of healthcare services, HCA Healthcare.Job Summary and QualificationsThe Graduate Medical Education (GME)...