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Associate Financial Advisor

Northwestern Mutual
  • The Woodlands, TX
  • $45,000–$70,000 Per Year
2 days ago

Job Description

Job Description

About Volante Integrated Planning:

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Volante Integrated Planning is a dynamic, boutique wealth management firm dedicated to educating clients and empowering them to live their best lives. The firm delivers personalized, holistic financial plans and supports clients through every stage of their financial journey. They provide comprehensive, fee-based financial planning and investment advisory services, including retirement planning, education funding strategies, holistic wealth management, and risk management solutions.

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Job Description:

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Volante Integrated Planning is seeking an Associate Financial Advisor to join our team. In this role, you will be responsible for building and maintaining client relationships, providing expert financial advice, and developing personalized financial plans to help clients achieve their short-term and long-term goals. You will work closely with clients to assess their financial situation, identify opportunities, and recommend appropriate strategies across areas such as retirement planning, investment management, tax planning, insurance and estate planning. You'll have the opportunity to collaborate with a talented team and contribute to the success of our organization.

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Key Responsibilities:

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  • Conduct thorough financial assessments and analyses for clients
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  • Develop personalized financial plans based on clients’ goals, risk tolerance and time horizon
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  • Provide ongoing financial guidance and recommendations to clients
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  • Implement investment strategies and manage client portfolios
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  • Stay up-to-date on market trends, financial products and industry regulations
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  • Collaborate with other professionals, such as tax advisors, and estate planners, to provide holistic financial solutions
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  • Cultivate and expand client relationships through networking and referrals
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  • Educate clients on financial concepts and strategies to empower informed decision-making
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Qualifications:

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  • Bachelor's degree in finance, business, economics or related field Proven track record of building and maintaining client relationships
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  • Excellent communication, presentation, and interpersonal skills
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  • Ability to work independently and as a part of a collaborative team
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  • Detail-oriented with strong analytical and problem-solving abilities
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  • Relevant licenses and certifications (life and health insurance, SIE, Series 63, and 7) preferred
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Why Join Volante Integrated Planning:

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  • Competitive salary and performance-based incentives
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  • Comprehensive benefits package, including health insurance, retirement plan, and professional development opportunities
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  • Supportive and inclusive work environment
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  • Opportunity for career growth and advancement
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  • Make a meaningful impact by helping clients achieve their financial goals
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  • Join a team of passionate professionals dedicated to excellence
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Pay: $45,000.00 - $70,000.00 per year plus commission opportunities

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Benefits:

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  • 401(k)
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  • Dental insurance
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  • Health insurance
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  • Retirement plan
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  • Work Location: In person
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Numbers & Facts

LocationThe Woodlands, TX
IndustryFinancial Services
Salary$45,000–$70,000 Per Year
Company Size5,000 to 9,999 employees
Year Founded1857
Websitehttps://www.northwesternmutual.com/

About Company

Who We Are

What we believe.

We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities.
These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.

We’re known for our financial strength.

That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities.

We care.

We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about.


Why Work Here

We’re strong and growing.

In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.

We invest in our people.

We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.

Be part of building our future.

We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee.

Enjoy Milwaukee.

Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots.


Our Culture

We are always evolving.

At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.

We do what’s right.

Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work.

We recognize and develop possibilities in our people.

Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective.

Diversity makes us better.

We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Skills

  • Communication Skillsunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Customer Trainingunmatched
  • Dental Insuranceunmatched
  • Develop and Maintain Customersunmatched
  • Economicsunmatched
  • Estate Planningunmatched
  • Financeunmatched
  • Financial Analysisunmatched
  • Financial Planningunmatched
  • Fundingunmatched
  • Health Insuranceunmatched
  • Insuranceunmatched
  • Interpersonal Skillsunmatched
  • Investment Managementunmatched
  • Investment Servicesunmatched
  • Investment Strategyunmatched
  • Life Insuranceunmatched
  • Market Trend Analysisunmatched
  • Regulationsunmatched
  • Retirement Planunmatched
  • Retirement Planningunmatched
  • Riskunmatched
  • Risk Managementunmatched
  • Sales Managementunmatched
  • Series 63unmatched
  • Tax Planningunmatched
  • Team Playerunmatched
  • Wealth Managementunmatched

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