Entry-Level Financial Planner | Flexible Schedule & Growth

Northwestern Mutual; Princeton (NJ); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Performance bonus

Company events

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Northwestern Mutual seeks a Financial Representative in Princeton, NJ to guide clients toward financial security through personalized insurance solutions and planning. You will build long-term client relationships, assess needs, and tailor solutions that align with goals.

The role emphasizes coaching, ongoing planning, and a collaborative team environment with sponsorship for licenses and professional development.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or business development beneficial but not required.
• Strong interpersonal and communication skills.
• Analytical thinking and the ability to build trust and rapport with clients.

Responsibilities

• Client consultation to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Provide ongoing support and adjust strategies as client needs change.
• Network to build and maintain a client base through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical thinking

Trust building

Education

Bachelor's degree preferred

Job description

Northwestern Mutual seeks a Financial Representative in Princeton, NJ to guide clients toward financial security through personalized insurance solutions and planning. You will build long-term client relationships, assess needs, and tailor solutions that align with goals.

The role emphasizes coaching, ongoing planning, and a collaborative team environment with sponsorship for licenses and professional development.