What are the responsibilities and job description for the Financial Planner position at Northwestern Mutual?
LIVE LIFE DIFFERENTLY
Are you passionate about helping people achieve their biggest goals?
Many find their calling in financial services after working in other industries. Are you looking for more fulfillment from your career? Are you starting to think about a job change? Wondering if you’d be a good fit? See how many of the characteristics below match up to you:
- You know how to connect with people, building personal, trusted relationships.
- Planning for your future is important for you.
- You’re a driven person who’s committed to succeeding.
- You’re ready to earn more for your hard work.
- You enjoy helping people make more informed, confident decisions.
- You're ready to live the life you want, both personally and professionally.
OUR FINANCIAL PROFESSIONALS
- Help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go, and provide the financial tools and support to get them there.
- Are not expected to know everything on day one, you will receive extensive training and partner with industry experts until you are ready to do it on your own.
THE OPPORTUNITY OFFERS
- A chance to build and manage client relationships by offering personalized, industry-leading solutions to help them protect what they’ve worked so hard to achieve while growing their assets for the future.
- The chance to positively improve and change people's lives.
- The support and backing of a Fortune 100 company and industry experts.
- The opportunity to live the life you want with the flexibility and support you need to grow.
BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO
- Nationally ranked training programs to launch your career
- Mentorship and professional development training throughout your entire career
- Development stipends and expense allowance
- Sponsorship of Licensing/Credentialing
- Leadership opportunities
- Leading industry products and solutions built on an integrated technology platform
- Full health benefits, group disability, retirement plans and an equity stake
- A culture that promotes diversity, teamwork, work/life balance, recognition and rewards
DESIRED SKILLS & EXPERIENCE
- College-educated, Bachelor’s degree preferred
- Entrepreneurial Mindset
- Accomplished communicator with strong written and time management skills
- Desire to continuously learn
- History of success in sales, athletics, military, client services, or client-facing roles
- Self-starter mindset preferred
- Legal Authorization to work in the US without sponsorship
WHY NORTHWESTERN MUTUAL?
- #90, Fortune 100 company (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)
- $224 billion3 (retail investment client assets held or managed)
Job Type: Full-time
Pay: $70,000.00 - $250,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Referral program
- Retirement plan
- Vision insurance
Compensation Package:
- Bonus opportunities
- Commission pay
Schedule:
- Choose your own hours
Education:
- Bachelor's (Required)
Work Location: Hybrid remote in Lincoln, NE 68516
Salary : $70,000 - $250,000
