What are the responsibilities and job description for the Financial Planning Specialist position at Northwestern Mutual?
Our Northwestern Mutual firm in Radnor is looking for highly successful individuals to join our team of financial sales professionals. A career with Northwestern Mutual allows you the opportunity to make an impact on others by helping them achieve financial security. We work with all types of clients from individuals to families and business owners providing long-term financial planning solutions including but not limited to insurance, investments, retirement planning, education planning and much more. We are a comprehensive financial planning firm and take a holistic approach to help our clients achieve their goals.
No previous financial services experience is necessary! Many people who join our firm are career changers; individuals who have experienced success in another industry but may feel capped in their earning potential, lack meaning or purpose and may be looking for more flexibility and ownership in their career.
This role may be a fit for you if...
- You know how to connect with people, building personal, trusted relationships
- You are a driven person who is committed to succeeding
- You are ready to earn more for your hard work
- You enjoy helping others and have a desire to make an impact
- You are ready to live the life you want, both personally, professionally and financially
What does a career with Northwestern Mutual offer you?
- Licensing sponsorship & study material reimbursement - NYS Insurance License, SIE, Series 7 & Series 63.
- Extensive training and development through our award-winning training program and personalized mentorship
- The opportunity to build your own business with the backing of a Fortune 500 company with a proven track record of success
- Flexibility, autonomy, independence
- Uncapped earning potential
- Opportunities for growth and professional development. We are seeking future leaders to join our team!
- Comprehensive benefits package, Medical, Dental, Vision and two company funded retirement plans
How do you get paid?
This is a commission-based career. Individuals who tend to thrive in this role are those seeking uncapped earning potential, autonomy and independence and a role that rewards them for the work they put in. To give you an idea, our financial professionals in the first year of the business earn on average about $90-110k with the OTE over $150k. Those 5 years in the business are earn over $600k.
What is the catch? The first years can be tough as you’re learning the business. But the trade-off is that you get to define what success looks like.
Don't have a background in Finance? That is ok! 83% of our advisors have no prior finance background! We provide in-depth, nationally ranked training and support and partner you with industry experts until you are ready to do it on your own.
We are looking for individuals with a history of success in their career, college athletics or have a military background. Those that tend to thrive in this career have previous sales or business development experience, strong interpersonal skills, grit, motivation and are extremely goal oriented.
Why join Northwestern Mutual?
- FORTUNE® 500 Rank: No. 111
- One of “World’s Most Admired” companies (FORTUNE® Magazine, 2024)
- Unsurpassed Financial Strength Rating amongst all major credit agencies
- TOP 5 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews)
- Wealth Management: $281 billion retail investment client assets held or managed by Northwestern Mutual
- Recipient of the 2024 APEX Award from Training Magazine
- Best Places to Work #82 (Glassdoor, 2021)
- America's Best Employers for Diversity (Forbes, 2023)
Job Type: Full-time
Pay: $80,000.00 - $250,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Referral program
- Vision insurance
Compensation Package:
- Bonus opportunities
- Commission pay
Schedule:
- Monday to Friday
- No weekends
Education:
- Bachelor's (Required)
License/Certification:
- Driver's License (Required)
Ability to Commute:
- Wayne, PA 19087 (Required)
Work Location: Hybrid remote in Wayne, PA 19087
Salary : $80,000 - $250,000
