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Associate Financial Advisor

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Broadhead Capital - Northwestern Mutual Private Client Group
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 25000 USD Yearly USD 25000.00 YEAR
Job Description & How to Apply Below

I am looking for ambitious individuals to join our firm. Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business, finance, sales, or entrepreneurship.

Your role as an Associate Financial Advisor would be to attract develop, and retain clients as you build a book of business in partnership with Northwestern Mutual. You will provide guidance and solutions for the planning needs of individuals and businesses in the areas of retirement distribution planning, insurance services, estate planning, tax strategies, and investment management. You will strive to understand your clients' goals in order to develop comprehensive financial solutions that will help your clients reach financial success.

Advisors are given the flexibility to build their own book of business while receiving support from our firm’s exceptional network of financial and sales specialists, training and educational programs, and mentoring opportunities.

Desired Skills and Experience
  • Wealth management, insurance, and financial services
  • Prior sales and/or business experience
  • Entrepreneurial background

Additionally, Northwestern Mutual is committed to offering its employees a comprehensive benefits program which includes:

  • Sponsorship of Licensing/Credentialing
  • Life & Health
  • SIE
  • Series 7
  • Series 63
  • Pension
  • Health
  • Vision
  • Disability
  • Life
As an Associate Financial Advisor, a typical day includes:
  • Meeting with clients and prospective clients for planning
  • Networking for new clients
  • Building financial plans
  • Making calls to prospective clients
  • Managing & nurturing existing clientele
  • Continuing education and development meetings
Compensation:

This is a performance based role compensated through insurance commissions, asset management fees, planning engagement fees, and performance bonuses. You will be eligible to receive $25,000+ of start-up funding through your first year as you begin to build your book.

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Position Requirements
10+ Years work experience
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