What are the responsibilities and job description for the Financial Planning Associate position at Northwestern Mutual?
Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for over 165 years. Join us and become a part of a renowned company that values diversity, teamwork, and work-life balance. Take the next step towards a rewarding career in sales, management, leadership, entrepreneurship, and business ownership, and be a catalyst for positive change in the lives of individuals and communities.
Responsibilities:
o Build a client base by growing relationships with your network and developing knowledge of Northwestern Mutual financial products and market trends.
o Educate yourself through sponsored licensing, registration, and ongoing development.
o Use proprietary technology, reporting tools, and illustrations to educate clients on potential financial plans.
o Present clients with opportunities to protect and prosper, driving them to action through expert influence and recommendations.
o Take ownership of the development and management of your business, mastering your craft and building a team.
o Review and maintain client financial plans, providing optimal advice based on their needs.
Compensation & Benefits:
Full Training
o Commission structure to support early development.
o Renewable income.
o Bonus programs and expense allowances.
o Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more.
o Retirement package and pension plan.
o Medical, dental, vision, life insurance, and disability income insurance.
o Family planning.
Qualifications:
o 4-year degree or equivalent professional work experience.
o Entrepreneurial ambitions.
o History of personal and professional success.
o Commitment to a respected and ethical team.
o Desire and appreciation for professional development.
Additional Information:
o Financial representatives are business owners who acquire clientele and find financial solutions with support from industry-leading training, mentorship, and products.
o The role involves developing financial expertise in areas such as asset and income protection, education funding, investment and advisory services, trust services, and retirement solutions.
o The company values an inclusive environment where different viewpoints bring new ideas.
About Us:
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners.
Job Type: Full-time
Pay: $57,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Work Location: In person
Salary : $57,000 - $85,000
