Financial Planner (Career Changers Encouraged to Apply) jobs in United States
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Northwestern Mutual · 1 day ago

Financial Planner (Career Changers Encouraged to Apply)

Northwestern Mutual is a leading financial services company, and they are seeking a Financial Planner to help clients build personalized financial plans. The role involves growing a client base, managing financial plans, and providing a great client experience while obtaining necessary licenses to become a financial advisor.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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Responsibilities

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life

Qualification

Life/Accident & Health CertificationsSecurities Industry Essentials (SIE)Series 6Bachelor’s degreeDriveEntrepreneurial ambitionsRelationship-buildingTime-managementCritical thinkingCommunicationMotivationContinuous learning

Required

Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship

Benefits

401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Parental leave
Professional development assistance
Retirement plan
Vision insurance

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase