Entry-Level Financial Planner — Flexible Schedule & Growth

Tysons District - Northwestern Mutual; Ashburn (VA); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual is seeking a Financial Representative to join the Tysons District team in McLean, VA. You will build long-term client relationships, design tailored financial plans, and present insurance solutions to protect clients’ wealth.

A collaborative environment supports growth and a culture focused on impact and development. The role emphasizes ongoing client engagement, industry licensing (training and sponsorship available), and a compensation structure tied to performance.

Qualifications

• Bachelor’s degree preferred.
• Experience in financial services or insurance beneficial but not required.
• Strong interpersonal and communication skills; analytical thinking.
• Licenses such as Series 6, 63, and state insurance licenses required or sponsorship available.

Responsibilities

• Client consultations to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Provide ongoing support and updates to adapt plans to changing circumstances.
• Network to build and maintain a client base through referrals and professional associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Rapport building

Education

Bachelor's degree preferred

Job description

Northwestern Mutual is seeking a Financial Representative to join the Tysons District team in McLean, VA. You will build long-term client relationships, design tailored financial plans, and present insurance solutions to protect clients’ wealth.

A collaborative environment supports growth and a culture focused on impact and development. The role emphasizes ongoing client engagement, industry licensing (training and sponsorship available), and a compensation structure tied to performance.