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Form of workJob 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 Glassdoor.com
- 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.
