Financial Advisor Training Program

3 weeks ago

fort worth, United States Northwestern Mutual Full time

About us

Northwestern Mutual is a large business with a location in Fort Worth, TX. We are fast-paced, rewarding, autonomous and our goal is to For over 160 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 personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes


Financial Advisor

Advisors at Northwestern Mutual Fort Worth 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:

Planning Experience - Asset & Income Protection - Education Funding -

Investment & Advisory Services - Trust Services - Retirement Solutions - Business

Needs Analysis


As a Northwestern Mutual Financial Representative:

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.

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
  • Renewable income
  • Bonus programs and expense allowances
  • Support for insurance licensing, SIE, Series 6, 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:

  • 4-year degree; or equivalent professional work experience
  • Entrepreneurial ambitions
  • History of success in sales, athletics, military, client services, or client-facing roles
  • Excellent time-management skills
  • Desire for continuous learning
  • Legal authorization to work in the US without sponsorship
  • Are you ready to change your life and the lives of your clients? Apply now

About Us: For over 160 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 personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes Why join Northwestern Mutual:

  • Fortune 100 company (2021)
  • Forbes' Best Employers for Diversity (2018-2020)
  • Top 10 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)

1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and

Investment News, April 2021.

2 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

3 Combined client assets of NMIS and NMWMC as of June 30, 2021

Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.

Job Type: Full-time


Benefits:

  • Dental insurance
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Referral program
  • Retirement plan
  • Vision insurance

Physical setting:

  • Office

Schedule:

  • Choose your own hours

Supplemental pay types:

  • Bonus opportunities
  • Commission pay

Ability to commute/relocate:

  • Fort Worth, TX: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

  • Please provide your email:

Work Location: In person

  • Financial Advisor Training Program

    3 weeks ago

    fort worth, United States Northwestern Mutual Full time

    About usNorthwestern Mutual is a large business with a location in Fort Worth, TX. We are fast-paced, rewarding, autonomous and our goal is to For over 160 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 personalized digital...

  • Financial Advisor Training Program

    3 weeks ago

    Fort Worth, United States Northwestern Mutual Full time

    About usNorthwestern Mutual is a large business with a location in Fort Worth, TX. We are fast-paced, rewarding, autonomous and our goal is to For over 160 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 personalized digital...

  • Financial Planner

    4 weeks ago

    Fort Worth, Texas, United States Kestra Financial Independent Advisor Full time

    Job Title: Financial PlannerWe are seeking a highly skilled Financial Planner to join our team at Kestra Financial Independent Advisor. As a Financial Planner, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Support Lead Advisors in managing client...

  • Financial Services Professional

    4 weeks ago

    Fort Worth, Texas, United States Kestra Financial Independent Advisor Full time

    Job SummaryThe Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor.Key ResponsibilitiesSupports Lead Advisor of a...

  • Financial Planner

    4 months ago

    Fort Worth, United States Kestra Financial Independent Advisor Full time

    Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high...

  • Financial Advising Training Program

    5 months ago

    Fort Worth, United States NW Mutual - Ft. Worth - Agency - Self Opportunity Full time

    Job DescriptionJob DescriptionThe 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 Advising Training Program

    2 months ago

    Fort Worth, United States NW Mutual - Ft. Worth - Agency - Self Opportunity Full time

    Job DescriptionJob DescriptionThe 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 Advisor

    3 weeks ago

    Fort Wayne, United States RUNESTAD FINANCIAL SERVICES, LTD. Full time

    Financial AdvisorAre you looking to expand your career and join a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise when we would like to talk to you! Our well-established...

  • Financial Advisor

    3 weeks ago

    fort worth, United States Northwestern Mutual Full time

    About usNorthwestern Mutual is a large business with a location in Fort Worth, TX. We are fast-paced, rewarding, autonomous and our goal is to For over 160 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 personalized digital...

  • Holistic Financial Coach

    3 weeks ago

    Fort Worth, Texas, United States Thrivent Financial Full time

    Thrivent Financial Advisor RoleAs a Thrivent Financial Advisor, you'll have the opportunity to make a meaningful impact in the lives of others by providing holistic, purpose-based financial guidance. This role is ideal for individuals who are passionate about helping others achieve their goals and live a life of generosity.Key ResponsibilitiesBuild and...

  • Merrill Financial Solutions Advisor

    4 weeks ago

    Fort Worth, Texas, United States Bank of America Full time

    Merrill Financial Solutions AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.We are seeking a highly...

  • Senior Financial Advisor

    4 weeks ago

    Fort Worth, Texas, United States SWMG, LLC Full time

    Job OverviewStrittmatter Wealth Management Group, LLC is seeking a seasoned Financial Planning Expert to join our team. As a key member of our financial services team, you will be responsible for providing high-quality financial planning and investment advice to our clients.Key Responsibilities:Meet with existing clients to review their financial plans and...

  • Financial Advisor Securities

    3 weeks ago

    Fort Worth, United States Southside Bank Full time

    Position Title: Financial Advisor Securities Exempt Status: Exempt, Full Time Reports to: SVP, Program Manager Location: University Center Benefits: Medical, Prescription Drugs, Dental, and Vision Insurance Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment 401(k) with a Match Basic, Voluntary, and Dependent...

  • Financial Advisor

    6 days ago

    Fort Lauderdale, United States New York Life Full time

    Job DescriptionJob DescriptionFinancial AdvisorNew York Life & NYLIFE Securities is looking to hire a career driven professional to work for a Fortune 100 company as a Financial Advisor.Benefits of Financial AdvisorW2 & Allowance.·        401(k)·        Defined Pension Plan·        Health insurance·        Life...

  • Senior Financial Advisor

    4 weeks ago

    Fort Worth, Texas, United States Vanguard Group Full time

    Role OverviewVanguard is seeking a skilled Senior Financial Advisor to partner with investors in achieving their financial goals. The ideal candidate will possess a deep understanding of financial planning, investment strategies, and industry regulations.Key ResponsibilitiesConduct personalized consultations to assess investors' financial situations, goals,...

  • Client Service Representative

    1 month ago

    Fort Myers, United States Advisor Employee Services Full time

    Client Service Representative Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service support, we would like to talk to you! Our growing financial service firm in Fort Myers, FL is...

  • Wealth Advisor

    5 days ago

    Fort Washington, United States TruMark Financial Full time

    TruMark Financial Credit Union Job Description Job Title: Wealth Advisor Department: TruMark Financial Wealth Advisors Reports To: Retail Investments Director FLSA Status: Exempt Position Summary: The Wealth Advisor is responsible for helping employees, members, and prospects achieve their financial goals by providing exceptional personalized service and...

  • Client Service Representative

    1 month ago

    Fort Walton Beach, United States Advisor Employee Services Full time

    Client Service Representative Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service support, we would like to talk to you! Our growing financial service firm in Fort Walton Beach, FL...

  • Financial Operations Director

    6 days ago

    Fort Worth, Texas, United States First Command Financial Services, Inc. Full time

    About the RoleThe Brokerage Operations Manager is a pivotal position at First Command Financial Services, Inc. This individual will be responsible for driving business growth within the Brokerage Operations department by effectively responding to the needs of clients, advisors, and the team. They will manage a team of associates, ensuring the successful...

  • Client Service Representative

    1 month ago

    Fort Walton Beach, United States Advisor Employee Services Full time

    Client Service Representative Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service support, we would like to talk to you! Our growing financial service firm in Fort Walton Beach, FL...