Job Description
Job DescriptionBenefits:
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Bring your passion for community and impact into a goal-oriented career as a Financial Advisor with the Blake District of Northwestern Mutual!
At Blake District Northwestern Mutual, we are driven by a clear vision to impact every life in South Central Texas. Guided by our mission to inspire action, maximize potential, and build lasting legacies, and grounded in our values of innovation, gratitude, excellence, and transparency, we foster a culture where purpose and performance go hand in hand. Our commitment extends beyond financial planning through meaningful community involvement, including support for Dell Childrens Hospital, FORE Kids, and Alexs Lemonade Stand.
We believe the strongest teams are built from diverse backgrounds and perspectives. Whether youre transitioning careers or bringing experience from another industry, your voice and ambition are valued here. Youll find an environment rooted in mentorship, opportunity, and belonging.
Our thriving office is located at: 3700 N Capital of TX Hwy, Ste 500, Austin, TX
Our team embraces diversity, creativity, and collaboration, guided by our 5 Core Values:
- Support: Enabling clients to achieve financial confidence and security.
- Inclusivity: Fostering a welcoming environment for diverse communities and talent.
- Education: Providing knowledge and advocacy to support informed financial decisions.
- Compassion: Offering empathetic and personalized support to clients.
- Excellence: Striving for the highest standards in service and professional growth.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: https://www.youtube.com/watch?v=7SlQuS7AOgQ
Meet Our Team:
Brian Vrana, Managing Partner:
- How long with NM? Brian has been with Northwestern Mutual for 23 years.
- Prior to? Farmer. Started at NM in college through the internship program.
- Passionate About? Family, coaching sons baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members.
Jon Blake, Managing Director:
- Time with NM: Jon has been with Northwestern Mutual for 12 years.
- Prior Experience: Prior to his career in financial services, Jon was a restaurant owner, where he developed strong leadership and business management skills.
- Passionate About: In his free time, Jon enjoys spending time on the water boating and cherishing moments with his family.
Blake Watkins, Financial Advisor:
- Time with NM: Blake has been with Northwestern Mutual for 8 years.
- Prior Experience: He began his career with the firm as a college intern, gaining valuable experience that shaped his professional growth.
- Passionate About: Blake is passionate about basketball, a sport he not only enjoys but also played competitively at the college level.
Allison Woods, Chief Recruitment Officer:
- Time with NM: Allison has been with Northwestern Mutual for 14 years.
- Prior Experience: She started her career with the company as a college intern, building her expertise and leadership skills from the ground up.
- Passionate About: Outside of work, Allison enjoys spending time with her husband and two children, proudly embracing life as a boy mom. She loves going to the lake on their boat, visiting amusement parks, and making memories with family and friends.
About the Role: 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 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.
- Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.