What are the responsibilities and job description for the Financial Planning Consultant position at Northwestern Mutual?
About the Company - Whether you have many years of experience in financial services or considering a career in finance for the first time, our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this rewarding and impactful career. Why join Northwestern Mutual :
- AAA Rated
- Fortune 97 company (2021)
- Glassdoor's best company to work for in America (2021)
- Forbes' Best Employers for Diversity (2018-2020)
- Top 10 US Independent Broker-Dealers1
- 1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
- Best Place to Work for LGBTQ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
Since 1857 , Northwestern Mutual has helped our clients worry less and live more through comprehensive and innovative financial planning. Now more than ever, clients value a trusting relationship with their advisors. We aim to meet candidates whose values align with our firm. We support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more.
About the Role - As a Northwestern Mutual Financial Professional :
Build — Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
Educate — Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
Influence — Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
Own — Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.
Here, hard work pays off.
Qualifications - You could be right for this opportunity if you have :
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in community leadership, military, sales client services, or client-facing roles
Desire for continuous learning
Legal authorization to work in the US without sponsorship
Equal Opportunity Statement - Our Financial Professionals are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!
