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    Financial Advisor - Dallas, United States - Northwestern Mutual

    Northwestern Mutual
    Northwestern Mutual Dallas, United States

    2 weeks ago

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    Description

    Job Description

    Job Description

    Financial Representative

    As a Northwestern Mutual Financial Representative, you would be the center of your clients' financial lives while operating in three pillars: Risk Management, Wealth Accumulation, and Wealth Preservation/Distribution. Through honest dialogue with clients, NM Representatives and Advisors provide advice and strategies for financial security through an array of products and services. This career offers flexibility and unlimited earning potential at a company where hard work is valued and rewarded.

    We offer extensive training through our award-winning training program that will prepare you for success in the career. Training will cover all aspects of the career, including the financial components so an extensive background in finance is not required.

    Mandatory Qualifications:

    -BA or BS degree from a four year institution

    -Strong Interpersonal Skills

    -Self-motivated and willing to learn

    -Values of Integrity and Honesty

    -Demonstrated interest in Business, Finance, or Entrepreneurship

    -Prior sales and/or business experience

    Benefits/Rewards:

    -Leadership Opportunities

    -Licensing Sponsorship

    -Comprehensive Medical Coverage

    -Retirement Benefits

    -Mentorship and Support from Experienced Advisors

    -Independence and Flexibility

    As a Financial Representative, a typical day may include:

    -Meeting with clients and prospective clients to determine strategies that best fit their financial goals

    -Developing tailored financial solutions for each client

    -Training and coaching from executives in the financial field

    -Making calls to prospective clients

    Income:

    This is an entrepreneurial career that 100% commission with startup bonus to get your practice running.

    Depending on your client market, most advisors follow the below annual income trajectory:

    -Years 1-5: $50,000 - $200,000

    -Years 5-10: $200,000 - $500,000

    -Years 10-15: $500,000 - $750,000

    -Years 15+: $750,000 +

    Why join Northwestern Mutual:

    · Fortune 100 company (2021)

    · Forbes' Best Employers for Diversity

    · Top 10 US Independent Broker-Dealers1

    · #1 Amongst Life Insurers Most Admired Companies2for Financial Soundness

    · Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index

    · $224 billion3 (retail investment client assets held or managed)

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

    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

    Salary: $80, $110,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Flexible schedule
    • Health insurance
    • Life insurance
    • Professional development assistance
    • Retirement plan
    • Vision insurance

    Compensation package:

    • Bonus opportunities
    • Commission pay

    Weekly schedule:

    • Monday to Friday

    Work setting:

    • In-person
    • Office

    Application Question(s):

    • Are you comfortable with a mostly commission role?

    Work Location: In person

    Company DescriptionOur version of financial planning is an integration of both insurance and investment products. Our advisors become the center of their client's financial lives. A solid financial plan not only helps a person see what is possible in an ideal world, but also address the inevitable what ifs of life so that they can focus on what is next. By utilizing the pillars of the business, advisors helps protect client's and loved ones from the unknown, plan for streams of retirement, help send children and grandchildren to college, transfer wealth and create a legacy.

    Company Description

    Our version of financial planning is an integration of both insurance and investment products. Our advisors become the center of their client's financial lives. A solid financial plan not only helps a person see what is possible in an ideal world, but also address the inevitable what ifs of life so that they can focus on what is next. By utilizing the pillars of the business, advisors helps protect client's and loved ones from the unknown, plan for streams of retirement, help send children and grandchildren to college, transfer wealth and create a legacy.
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