What are the responsibilities and job description for the Wealth Manager - with Athletic Background position at Northwestern Mutual of Greater Fort Worth?
Benefits:
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.
Follow this link to get a glimpse of our local culture: https://www.northwesternmutual.com/office/tx/fort-worth/87809311/
Why Current and Former Athletes Thrive in this role: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us:
Why join Northwestern Mutual:
Jason Luce, Managing Partner
Award-Winning Curriculum: Our program supports your first three years in the business with guidance from industry experts, training in client acquisition, and access to a national network of tenured financial advisors for hands-on learning.
Licensing Requirements: To become a wealth manager, you will need to obtain the following licenses:
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. *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.
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. Source: 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 of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
4 Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024.
5 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A , A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA , S&;P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.
6 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 fortune.com
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
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.
Follow this link to get a glimpse of our local culture: https://www.northwesternmutual.com/office/tx/fort-worth/87809311/
Why Current and Former Athletes Thrive in this role: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us:
- Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration.
- Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations.
- Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes.
- Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes.
- Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field.
- Top 5 US Independent Broker-Dealers (4)
- Unsurpassed financial strength with total company assets of $366 billion (5)
- Recognized for 6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
- Fortune 500® company (June 2024)
- Forbes’ Best Employers for Diversity (2023)
- Best Place to Work for LGBTQ Equality- Human Rights Campaign Corporate Equality Index (2023)
- 2024 Training APEX Award winner
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 wealth manager, 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: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Award-Winning Curriculum: Our program supports your first three years in the business with guidance from industry experts, training in client acquisition, and access to a national network of tenured financial advisors for hands-on learning.
Licensing Requirements: To become a wealth manager, you will need to obtain the following licenses:
- Life/Accident & Health Certifications
- Securities Industry Essentials (SIE)
- Series 6, 7, and 63
- Support for Licensing: Northwestern Mutual offers pre-payment or reimbursement* for course tuition fees and books to help you succeed in obtaining the necessary designations.
- Performance-based earnings and revenue (1)
- 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
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. *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.
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. Source: 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 of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
4 Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024.
5 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A , A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA , S&;P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.
6 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 fortune.com
Flexible work from home options available.
