Financial Specialist - Entry Level

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) :

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people.

As a mutual company, we answer to our policyowners not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.

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.

Paul Brown, Growth and Development Director & Financial Advisor

• 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.

Daryl Klump, CFP, Managing Director

• 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.

Aaron Vallance, College Unit Director

• 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.

Brandon Rossi, Managing Director

• 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.

Alexis Harris, Financial Advisor and Field Director

• 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.

About the Financial Specialist Role :

As a Financial Specialist at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.

Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities :

• Client Consultation : Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning : Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions : Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support : Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking : Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications :

• Education : A bachelor's degree in finance, business, or a related field is preferred.
• Experience : Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills : Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses : Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits :

• Professional Development : Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential : Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship : Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance : Flexibility to create a schedule that fits your lifestyle and goals.
• Impact : Make a lasting impact by guiding individuals and families in your community towards financial security and success.

This is a Hybrid position.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

Jason Luce is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.