Financial Advisor with Oil & Gas Background

Job Description

Job Description

Benefits :

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Leverage Your Oil & Gas Experience for a Rewarding Career with Blake District - Northwestern Mutual :

• Build Direct Client Relationships : Professionals from the oil and gas industry excel in fast-paced, high-stakes environments where precision and trust matter. In financial services, you could apply those same skills, working directly with clients to craft personalized financial strategies that deliver long-term results.
• Make a Meaningful Impact : Use your problem-solving mindset and analytical background to help individuals and families plan for their future. Whether its managing investments, planning for retirement, or navigating uncertain markets, your ability to assess complex situations will empower clients to make confident financial decisions.
• Unlimited Growth Potential : Oil and gas professionals understand what it takes to succeed in dynamic industries. Here, your determination and work ethic directly drive your success. With support, mentorship, and a proven system, your career growth is in your hands.
• A Rewarding Career Path : Transition into a field where you could build lasting relationships, create meaningful outcomes, and make an impact, using your industry expertise to help clients secure their financial futures.

Our thriving office is located at : 3700 N Capital of TX Hwy, Ste 500, Austin, TX

Meet Our Leaders :

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 Us : The Blake District of Northwestern Mutual is dedicated to inspiring action, maximizing potential, and building legacies across South Central Texas. Guided by our core values of innovation, gratitude, excellence, and transparency, we pair exceptional financial guidance with a deep commitment to community impact. We proudly support local causes including Dell Childrens Hospital, FORE Kids, and Alexs Lemonade Stand, believing true success is measured by the positive difference we make in the lives we serve.

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 highly preferred, but not required.
• 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).

Position Perks :

• Significant bonus opportunity commensurate with outcomes
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.