Financial Planner jobs in United States
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Northwestern Mutual · 3 hours ago

Financial Planner

Northwestern Mutual is a leader in the financial services industry, committed to helping clients reach their financial goals. As a Financial Planner, you will work with individuals, families, and small businesses to provide customized financial strategies and solutions, while building long-term client relationships and developing your business in the community.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote
Hiring Manager
Annika Johns
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Responsibilities

Make an impact on the community, people’s lives, and the communities you care for by providing paths to financial stability and peace of mind
Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications
Establish impactful networks in the community and learn how to authentically build referral connections
Develop and maintain long-term client relationships (our average client relationship is over 40 years)
Provide customized financial strategies and solutions through factfinding and holistic financial planning
Broaden and deepen your skillset through ongoing professional development and joint work – experiential learning
The opportunity to design your roadmap to leadership and specialized roles

Qualification

Financial planningClient relationship managementMarket developmentNetworkingCoachableCommunicationIntegritySelf-motivationGoal-oriented

Required

Dependable, consistent, full of integrity and honesty
Excellent communicator and relationship builder
A driven, independent, self-motivated, and goal-oriented person
Growth minded, coachable with strong desire for long term success

Benefits

Benefit from a Nationally recognized Training and Development program with a well-defined leadership path that integrates education, experiential learning, and mentorship.
Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications.
Experience the power of independence and flexibility – with the freedom to live the life you want to live.

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.

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

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