What are the responsibilities and job description for the Financial Advisor - Career Changer position at Northwestern Mutual of Greater Fort Worth?
Join the winning team at Northwestern Mutual of Greater Fort Worth! We are significantly investing in growth through the development of new internal leaders and eager to hear your story!
We are currently growing our 2 thriving offices, located : 1300 Summit Avenue in Fort Worth, TX and 733 U.S 287 Frontage Road in Mansfield, TX.
A Glance at Northwestern Mutual (NM) :
For over 165 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 a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Local Giving : Along with making the financial lives of our clients better, our offices proudly support several important causes. Together, we are committed to enhancing both the financial well-being of our clients and the overall strength of our community. Alex's Lemonade Stand : Transforming the lives of children with cancer by funding research, raising awareness, and supporting families. Boot Campaign : Expressing gratitude for service members and veterans by promoting awareness and support through the symbolic act of wearing combat boots.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / tar1BSa7Gaw
Meet some of our local leaders, the heartbeat of our business :
Jason Luce, Managing Partner
- How long with NM? 19 years.
- Previous experience? Consultant in workforce management. Left corporate life for more control and autonomy at NM.
- Passions outside of business? Family (20-year-old son, 16-year-old son, 12-year-old daughter), golfing, Packers fan, and cheers for the Texas Longhorns. Played college football at Ouachita Baptist University.
- How long with NM? 16 years.
- Previous experience? College internship; Greek life in college, economics major at Texas A&M.
- Passions outside of business? Married with 2 kids; enjoys Aggie football, golf, Dallas sports, and spending time with his 6 and 3-year-old kids. Born and raised in Dallas, now living in Arlington.
- How long with NM? 12 years.
- Previous experience? Started a non-profit; began at NM in a receptionist role, moved into trading, now runs her own District.
- Passions outside of business? Married with a 2-year-old; loves wine, horses, soccer, reading (including professional development and fiction), and spending time on the water.
- How long with NM? 5 years.
- Previous experience? Played college baseball and spent some time in corporate marketing.
- Passions outside of business? Enjoys friends and family, competition, golfing, all sports and a passionate Cowboys fan.
- How long with NM? 14 years.
- Previous experience? Started in college as a NM intern.
- Passions outside of business? Family time with wife Emily and four kids; passionate about Kanakuk Camp, Denver Broncos, and Argentine Soccer.
- How long with NM? 7 years.
- Previous experience? Division 1 college soccer player at the University of Texas at Austin and Texas Christian University.
- Passions outside of business? Spending time with fiancé Dean, wine and cheese nights, traveling, sports events, and volunteering within the community.
- Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
- Build personalized, holistic financial plans tailored to every client’s unique needs
- Manage your client’s financial plans to help them achieve their goals
- Grow relationships with clients to support them through every stage of life
- On your path to becoming a financial advisor, you start as a financial representative
- focused on client-building and obtaining licenses. Our award-winning training programs
- equip you with the education, skill-building, and development strategies you need to be
- successful in building a financial planning practice that focuses on :
- Asset & Income Protection
- Education Funding
- Investment & Advisory Services
- Trust Services
- Retirement Solutions
- Business Needs Analysis
- for course tuition fees and books.
- Performance-based earnings and revenue (1)
- Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
- Additional income structure to support training and early development
- Renewal income earned for continued client support and policy management
- Bonus programs and expense allowances
- Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
- Certified Financial Planner® licensing support (2)
- Fully company-funded retirement package and pension plan
- Competitive and comprehensive medical, vision, and dental plans
- Life Insurance and Disability Income Insurance
- Parental benefits at every stage of family planning
- Bachelor’s degree
- Entrepreneurial ambitions to be a business owner
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for continuous learning and collaboration
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
- Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
Paul Brown, Growth and Development Director & Financial Advisor
Daryl Klump, CFP, Managing Director
Aaron Vallance, College Unit Director
Brandon Rossi, Managing Director
Alexis Harris, Financial Advisor and Field Director
About the Role : Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will :
Planning Experience
Training, licensing & designations : Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses : Life / Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment / reimbursement
Compensation & Benefits :
Average advisor annual earnings of $61K-$119K (based on 2018- 2023 company average for representatives in the first 3 years)
You could be right for this opportunity if you have :
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer,
and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses,Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees,Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire
year each of the years data was used. Northwestern Mutual, 2024
2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®,CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board ofStandards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Salary : $61,000 - $119,000
