Northwestern Mutual
Northwestern Mutual is a leading financial services organization dedicated to providing long-term financial planning and security. Serving over 4.5 million clients, the company offers a wide array of services, including life, disability income, and long-term care insurance, annuities, advisory services, trust services, and investment solutions. With $265.0 billion in assets under management and $1.8 trillion in life insurance protection, Northwestern Mutual is a trusted partner in financial security. Headquartered in Milwaukee and New York, the company supports a diverse network of financial advisors and corporate employees across the nation.
Role Description This is a full‑time, on‑site role in Houston, TX, for a Financial Advisor. The Financial Advisor will engage with clients to provide tailored financial planning services, including retirement planning, investment strategies, and financial advisory support. Responsibilities include conducting client consultations, analyzing financial needs, executing financial strategies, and offering informed guidance to help clients achieve their long‑term financial goals. Building lasting client relationships and maintaining up‑to‑date knowledge of financial markets are key aspects of this role.
Qualifications
Proficiency in Financial Planning with expertise in creating customized financial roadmaps
Strong understanding of Finance, including budgeting and asset management
Experience in Retirement Planning and Investments, with a demonstrated ability to meet diverse client needs
Competence in Financial Advisory, offering expert insights and strategic solutions
Exceptional communication, client relationship management, and problem‑solving skills
Ability to work collaboratively in a fast‑paced, on‑site environment
Relevant certifications such as CFP®, ChFC®, or other financial planning designations are preferred
Bachelor’s degree in Finance, Business Administration, or a related field
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Finance and Sales
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Role Description This is a full‑time, on‑site role in Houston, TX, for a Financial Advisor. The Financial Advisor will engage with clients to provide tailored financial planning services, including retirement planning, investment strategies, and financial advisory support. Responsibilities include conducting client consultations, analyzing financial needs, executing financial strategies, and offering informed guidance to help clients achieve their long‑term financial goals. Building lasting client relationships and maintaining up‑to‑date knowledge of financial markets are key aspects of this role.
Qualifications
Proficiency in Financial Planning with expertise in creating customized financial roadmaps
Strong understanding of Finance, including budgeting and asset management
Experience in Retirement Planning and Investments, with a demonstrated ability to meet diverse client needs
Competence in Financial Advisory, offering expert insights and strategic solutions
Exceptional communication, client relationship management, and problem‑solving skills
Ability to work collaboratively in a fast‑paced, on‑site environment
Relevant certifications such as CFP®, ChFC®, or other financial planning designations are preferred
Bachelor’s degree in Finance, Business Administration, or a related field
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Finance and Sales
#J-18808-Ljbffr