Financial Advisor
Northwestern Mutual
We do not know your resume yet
Upload your resume to unlock your actual match score and identify important JD keywords before applying.
Recruiters may search these ATS Keywords in your resume
Keywords
Job Description
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.
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.
- 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
About The Company
Northwestern Mutual
Northwestern Mutual is here for what’s most important—helping families and businesses experience the freedom of financial security for over 160 years. Through our personalized, holistic approach, including both insurance and investments, we’re helping people make the most of life today, and for days to come. Through advisors who stay with you every step of the way, leading insights and technology, and digital-first experiences, we’re here to show our clients a better way to money. In managing $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual has had the privilege of being there for more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company is trusted with more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ Financial representatives and interns are independent contractors and not employees of Northwestern Mutual. https://www.northwesternmutual.com/social-media-guidelines
How to Apply Better for This Job
This section explains the correct next step without forcing sign-in immediately.
Check ATS score before applying
Scan your resume for ATS readability, formatting issues, missing sections, weak keywords, and content gaps.
Customize your resume for this JD
Match your resume with the job description and add budgeting , asset management , financial market , financial service , financial advisory , keywords where they fit naturally.
Find similar jobs too
Do not depend on one opening. Use your resume to find similar frontend jobs across relevant job platforms.
Ready with your customized resume?
Once your resume includes the right skills and is ATS-friendly, you can apply directly on the source platform.
Market Insights:Best Finance Executive Jobs in India
Find the latest Finance Executive jobs across top Indian cities. Compare job counts by location and apply where hiring demand is higher.