Financial Advisor – Full Training and Development Program

Financial Advisor – Full Training and Development Program Job Details

• Location: Houston, TX, United States
• Company: Northwestern Mutual
• Job Title: Financial Advisor – Full Training and Development Program
• Job Type: Full-time
• Salary: From $150,000 per year (commission-based with uncapped potential)
• Work Location: In person

Key Duties

As a Financial Advisor, you will guide clients through financial decision-making to help them reach their long-term goals. This role blends financial expertise with relationship-building, requiring you to provide tailored strategies in investments, retirement planning, estate planning, and more.

Your core responsibilities will include:

• Meeting with clients to evaluate their financial circumstances, objectives, and future needs.
• Creating customized financial plans incorporating investment, retirement, and estate strategies.
• Advising clients on compliance and regulatory requirements in line with securities laws.
• Managing client investment portfolios, reviewing performance, and making adjustments based on goals and market shifts.
• Using financial software tools to analyze data and present recommendations clearly.
• Staying current with market conditions, economic developments, and emerging financial products.
• Maintaining consistent communication with clients to ensure their financial plans remain aligned with life changes.
• Collaborating with accounting or other financial professionals when broader expertise is required.

Requirements

• Strong understanding of financial planning principles and investment strategies.
• Knowledge of securities regulations and compliance.
• Familiarity with estate planning and cash management.
• Strong mathematical and analytical skills.
• Experience in financial services, advisory, or sales roles is helpful but not required.
• Proficiency with financial analysis software and portfolio management practices.
• Entrepreneurial mindset with persistence, resilience, and drive to succeed.

No prior experience is required. Northwestern Mutual provides a nationally recognized training and mentorship program designed to prepare you for success as a Financial Advisor.

Pay & Benefits

• Competitive commission-based earnings starting from $150,000 annually with uncapped potential.
• Comprehensive benefits package including:
  • 401(k) and retirement plan
  • Health, dental, vision, and life insurance
  • Flexible schedule and paid training
  • Parental leave and dependent care reimbursement
  • Professional development opportunities
  • Financial planning services and flexible spending account

About Us

Northwestern Mutual has been helping people achieve financial security for over 160 years. Through a combination of insurance and investment solutions, the company empowers clients to build a solid foundation for their future. Advisors at Northwestern Mutual benefit from one of the strongest training programs in the industry and the support of a trusted brand. Learn more at www.northwesternmutual.com

How to Apply

This opportunity is designed for individuals with drive, resilience, and an entrepreneurial spirit. Apply today to start your journey with a company committed to your professional success.

See full job details on the company site

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