Financial Advisor
$61,000–$119,000 year
On-siteSan Antonio, Texas, United States
Job Summary
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 covering asset & income protection, education funding, and retirement solutions. Manage your client's financial plans to help them achieve their goals and grow relationships to support them through every stage of life. Operate as an independent contractor with performance-based earnings ranging from $61K to $250K annually, supported by a company-funded retirement package and comprehensive benefits. This role offers entrepreneurial flexibility to shape your workday around your life while delivering holistic financial planning through Northwestern Mutual's proprietary software.
Required Qualifications
- Bachelor's degree
- Entrepreneurial ambitions to be a business owner
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
- Life/Accident & Health Certifications
- Securities Industry Essentials (SIE)
- Series 6
- Series 7
- Series 63
Desired Qualifications
- Certified Financial Planner® licensing support
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