Financial Planning Specialist
20 hours ago
At Northwestern Mutual, we're committed to helping individuals and families achieve financial security. As a Financial Advisor, you'll play a critical role in building long-lasting relationships with clients, providing guidance, and helping them achieve their financial goals.
Our Financial Advisors work with clients to create personalized financial plans that address their unique needs and visions. Through industry-leading solutions, you'll help clients protect their assets, grow their wealth, and achieve financial freedom.
You'll be part of a supportive team that provides nationally ranked training programs, mentoring, and unlimited access to resources. Our network of specialists offers expertise in areas such as comprehensive financial planning, personal planning analysis, asset and income protection, education funding, investment and advisory services, estate analysis and trust services, retirement solutions, business needs analysis, and employee and executive benefits.
To succeed in this role, you'll need:
- Experience in business development or sales (B2B/B2C, Inside/Outside Sales, Financial Management, Insurance and Financial Services)
- Self-motivation and strong interpersonal and communication skills
- A history of personal success and a strong sense of morality
- A bachelor's degree from a four-year institution
We offer a comprehensive compensation package, including:
- 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
Join a company that values its employees and clients, and is committed to making a positive difference in the lives of those we serve. Apply now to become a Financial Advisor with Northwestern Mutual and start building a career that makes a difference.
-
Financial Planning Manager
4 weeks ago
Fort Worth, Texas, United States Financial Additions Full timeFinancial Manager Job DescriptionAt Financial Additions, we are seeking a highly skilled Financial Manager to join our team. The successful candidate will be responsible for developing and managing financial plans, including budgets and forecasts, to drive business growth and success.Key Responsibilities:Financial Planning: Develop and manage financial...
-
Financial Planning Specialist
4 weeks ago
Fort Worth, Texas, United States NW Mutual - Ft. Worth - Agency - Self Opportunity Full timeUnlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're committed to helping individuals and families achieve financial security. As a Financial Advisor, you'll play a critical role in building long-lasting relationships with clients, providing guidance, and helping them meet their financial goals.Our Financial Advisory Firm in Fort Worth...
-
Financial Planning Specialist
3 weeks ago
Fort Worth, Texas, United States NW Mutual - Ft. Worth - Agency - Self Opportunity Full timeUnlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're committed to helping individuals and families achieve financial security. As a Financial Advisor, you'll play a critical role in building long-lasting relationships with clients, providing guidance, and helping them meet their financial goals.Our Financial Advisory Firm in Fort Worth...
-
Financial Planning and Analysis Specialist
3 weeks ago
Fort Worth, Texas, United States Peak Utility Services Group Full timeJob Title: Financial Planning and Analysis ManagerPeak Utility Services Group is seeking a highly skilled Financial Planning and Analysis Manager to join our team. As a key member of our finance department, you will be responsible for building and maintaining financial models, analyzing financial data, and providing strategic recommendations to senior...
-
Financial Planning and Analysis Specialist
1 month ago
Fort Worth, Texas, United States Peak Utility Services Group Full timeJob SummaryWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Peak Utility Services Group. As a key member of our finance team, you will be responsible for building and ensuring critical support to our senior leadership. This role will focus on creating and maintaining financial tools, reporting mechanisms, business...
-
Financial Planning and Analysis Specialist
2 months ago
Fort Worth, Texas, United States Peak Utility Services Group Full timeJob SummaryPeak Utility Services Group is seeking a highly skilled Financial Planning and Analysis professional to join our team. As a key member of our organization, you will play a critical role in developing financial tools, reporting mechanisms, and business modeling to support senior leadership effectively.Key ResponsibilitiesDevelop and maintain...
-
Virtual Financial Advisor
8 hours ago
Fort Worth, Texas, United States Thrivent Financial Full timeUnlock Your Potential as a Virtual Financial AdvisorJoin Thrivent Financial, a Fortune 500 company, as a Virtual Financial Advisor and embark on a fulfilling career that combines your passion for helping others with your expertise in financial planning. Our Virtual Advice team is dedicated to providing innovative and personalized financial solutions to our...
-
Financial Advisor
7 hours ago
Fort Worth, Texas, United States Atria Wealth Solutions Full timeFinancial Advisor OpportunityCUSO Financial Services, LP (CFS) is seeking a highly skilled Financial Advisor to provide investment and retirement planning services to credit union members in the Fort Worth, TX area.CFS is a leading provider of financial planning and investment advice to credit unions and their members. As a Financial Advisor, you will be...
-
Senior Financial Planning Analyst
4 weeks ago
Fort Worth, Texas, United States Aspire Health Alliance Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Financial Planning Analyst to join our team at Aspire Health Alliance. This is a unique opportunity to leverage your expertise in financial planning and analysis to drive business growth and success.Key ResponsibilitiesDevelop and maintain comprehensive financial models and forecasts to inform...
-
Senior Financial Planning Analyst
2 days ago
Fort Worth, Texas, United States Jennie Stuart Health Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Financial Planning Analyst to join our team. The successful candidate will be responsible for providing executive leadership with timely, high-quality, and accurate annual operating plans, long-term forecasts, and quarterly revisions.Key ResponsibilitiesLead the business analysis, forecasting,...
-
Financial Planning and Analysis Expert
4 weeks ago
Fort Worth, Texas, United States Peak Utility Services Group Full timeJob Title: Manager of Financial Planning and AnalysisPeak Utility Services Group is seeking a highly skilled Manager of Financial Planning and Analysis to join our team. As a key member of our leadership team, you will be responsible for building and ensuring critical support to our senior leadership.Key Responsibilities:Develop and maintain financial plans,...
-
Senior Financial Management Specialist
22 hours ago
Fort Worth, Texas, United States Lockheed Martin Corporation Full timeJob DescriptionWe are Lockheed Martin, a leading aerospace and defense company, and we are seeking a highly skilled Financial Management Specialist to join our team.The successful candidate will be responsible for developing and maintaining non-POA allocations for our Aeronautics business, working closely with CAMs and allocation owners to understand the...
-
Financial Planning and Analysis Director
3 weeks ago
Fort Worth, Texas, United States CI Search Group Full timeFP&A Manager Job DescriptionCI Search Group is partnering with a growing Oil and Gas company in Fort Worth to find a skilled FP&A Manager.Key Responsibilities:Develop and analyze financial variances to inform management decisions on planning, forecasting, and reporting.Create comprehensive financial budgets and forecasts for monthly, quarterly, and annual...
-
Financial Planning and Analysis Director
22 hours ago
Fort Worth, Texas, United States Morgan Human Capital Management Full timeJob Title: Financial Planning and Analysis ManagerThe Financial Planning and Analysis Manager is a key member of the Morgan Human Capital Management team, responsible for leading the preparation of and reviewing complex financial data. This role assists in maintaining and updating company financial models and forecasts, providing strategic business partner...
-
Plan Administration Specialist
56 minutes ago
Fort Worth, Texas, United States Franfund Inc Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Plan Administration Specialist to join our team at FranFund Inc. In this role, you will be responsible for performing a range of tasks primarily supporting the Third Party Administration department.Key ResponsibilitiesAct as liaison for clients and all parties related to the funding...
-
Consumer Loan Sales Specialist
3 weeks ago
Fort Worth, Texas, United States OneMain Financial Full timeJob SummaryWe are seeking a highly motivated and customer-focused Consumer Loan Sales Specialist to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will be responsible for delivering exceptional customer service and providing financial solutions to our customers.Key ResponsibilitiesDevelop and maintain relationships with...
-
Financial Regulatory Reporting Specialist
3 weeks ago
Fort Worth, Texas, United States Bank of America Full timeJob Title: Financial Regulatory Reporting SpecialistAt Bank of America, we are committed to helping our clients achieve their financial goals through responsible growth. As a Financial Regulatory Reporting Specialist, you will play a critical role in ensuring the accuracy and completeness of our regulatory reports.Key Responsibilities:Design and manage...
-
Leave of Absence Specialist
2 days ago
Fort Worth, Texas, United States OneMain Financial Full timeJob Title: Leave of Absence SpecialistOneMain Financial is seeking a skilled Leave of Absence Specialist to join our team. As a key member of our HR department, you will be responsible for managing leave and ADA accommodation processes within the company, ensuring compliance with federal and state laws, and providing exceptional support to employees and...
-
Financial Management Specialist
2 weeks ago
Fort Worth, Texas, United States Lockheed Martin Corporation Full timeUnlock Your Potential in Finance with Lockheed MartinAt Lockheed Martin, we're committed to empowering our employees to excel in their careers and make a meaningful impact in the world. As a Financial Management Specialist, you'll play a critical role in supporting our Finance and Business Operations organization.Key Responsibilities:Establish and manage...
-
Financial Regulatory Reporting Specialist
4 weeks ago
Fort Worth, Texas, United States Bank of America Full timeJob Title: Financial Regulatory Reporting SpecialistAt Bank of America, we are committed to helping our clients achieve their financial goals through responsible growth. As a Financial Regulatory Reporting Specialist, you will play a critical role in ensuring the accuracy and completeness of our regulatory reports.Key Responsibilities:Design and manage...