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Investment Planning Specialist

2 months ago

The Woodlands, United States Northwestern Mutual Full time

Transform Your Career with Purpose. (Commission-Based)

Embrace a Career Shift that Redefines Your Future.

In the evolving landscape of today’s work environment, you’ve recognized your potential and are ready to take charge of your professional journey. If you’ve been feeling undervalued and constrained by traditional employment, it’s time to listen to that inner voice urging you to create something meaningful and impactful.

At Northwestern Mutual, we believe in your ability to forge a sustainable career that not only fulfills your aspirations but also makes a significant difference in the lives of others. If the following resonates with you, we invite you to explore this opportunity further.

If you’ve ever thought about entrepreneurship, this could be your path.

As a Financial Representative, you will collaborate with individuals, families, and small enterprises to help them secure and enhance their financial well-being. Your role will be pivotal in providing valuable services that align with our shared values.

· Make a positive impact on your community and the lives of others by guiding them towards financial stability and peace of mind.

· Benefit from a nationally recognized training and development program that offers a clear leadership trajectory, combining education, hands-on experience, and mentorship.

· Enjoy the freedom and flexibility to design your own lifestyle while working alongside a community of driven and supportive professionals.

How will you cultivate your business? You will...

· Receive tailored coaching and resources for market development, along with financial assistance for obtaining professional designations and certifications.

· Build meaningful networks within the community and learn the art of authentic referral building.

· Establish and nurture long-lasting client relationships (our average client relationship spans over 40 years).

· Deliver personalized financial strategies and solutions through comprehensive financial planning.

· Expand your expertise through continuous professional development and collaborative work experiences.

· Have the opportunity to create your own leadership roadmap and explore specialized roles.

· Be rewarded for your efforts.

Who should you be?

· Reliable, consistent, and characterized by integrity and honesty.

· An excellent communicator and relationship builder.

· A self-motivated, driven individual with a strong focus on achieving goals.

· Open to growth, coachable, and eager for long-term success.

About Us.

· Unmatched financial strength, with industry-leading financial ratings.

· Recognized by Fortune as one of the World’s Most Admired Companies.

· A top-tier independent broker-dealer.

· A commitment to community through significant donations and volunteer hours.

At Northwestern Mutual, we believe that everyone deserves to live fully, and a solid financial plan is essential for achieving that reality. Our financial advisors are dedicated to helping clients reach their financial objectives, addressing the growing need for improved financial planning across the nation.

Join us in making a difference.

Qualifications:

A Bachelor’s Degree or higher is required.

Income Potential:

Average Income for Years 1-4:

Average - $113,000

Top 25% - $243,000

Top 10% - $320,000

Average Income in Years 5+ (Gross Revenue):

Average - $479,000

Top 25% - $1,200,000

Top 10% - $1,900,000

Job Type: Full-time

Compensation: $55,000 - $100,000.00 annually

Benefits:

  • 401(k) matching
  • Dental insurance
  • Financial planning services
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Referral program
  • Retirement plan
  • Vision insurance

Education:

  • Bachelor's (Required)

Relocation:

Willingness to relocate is necessary before commencing work.

Work Location:

This position requires in-person attendance.