Financial Planner

BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL

At Northwestern Mutual, Financial Professionals strive to understand their clients' financial objectives to put them on a path to achieve financial freedom. Our Professionals come from varying backgrounds and experiences to build rewarding practices and relationships with their clients. With Northwestern Mutual, you will be in the driver’s seat of your career with unlimited impact, uncapped income, and independence, backed by a Fortune 500 company. You will empower people to plan their financial future while creating unlimited income potential for yourself. You will build your own clientele supported by a company with a proven track record of success for over 164 years – providing you the needed resources, including a network of specialists, training programs, development and mentoring opportunities.

-----------------------------------------

Key Responsibilities:

• Develop and implement comprehensive financial plans for clients, including retirement, estate, investment, insurance, and education funding strategies.
• Build a client base by networking, prospecting, and building relationships.
• Conduct regular reviews and updates to clients' financial plans to ensure alignment with their changing goals and circumstances.
• Educate clients about their financial options and the value of sound financial planning.
• Stay current with financial trends, industry regulations, and best practices to provide optimal guidance to clients.
• Work closely with a team of specialists and other professionals to provide holistic solutions.
• Commit to personal growth through ongoing training, professional development, and mentorship opportunities.
• Work well with teams and be self-driven.

BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO

• Nationally ranked training programs to launch your career
• Mentorship and professional development throughout your entire career
• Sponsorship of Licensing/Credentialing insurance licensing, SIE, Series 6, Series 63, CFP®, and more
• Opportunity to become a specialist, lean into leadership, or join a team, you’ll find the growth that fits your vision and your business.
• Leading industry products and solutions built on an integrated technology platform

Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and a specific training curriculum, we will surround you with resources to help you gain financial expertise.

Compensation & Benefits

• NM-Funded Retirement Package and Pension Plan
• Start-up Capital- Additional income structure to support training and early development
• Renewal income earned for continued client support and policy management
• Heath, Dental, Vision and Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning

As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

Company Awards:

• Fortune 500 company (2023)
• Apex Training Award (2024)
• Forbes’ Best Employers for Diversity (2018-2021)
• Top 10 US Independent Broker-Dealers
• AAA Rated

Job Types: Full-time, Contract

Compensation Package: First year start-up capital, revenues and bonuses.

Schedule: Monday to Friday | Work Location: In person

Job Type: Full-time

Pay: $75,000.00 - $250,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Ability to Commute:

• Williamsburg, VA 23188 (Required)

Ability to Relocate:

• Williamsburg, VA 23188: Relocate before starting work (Required)

Work Location: In person

Salary : $75,000 - $250,000