Financial Avisor for Transitioning Veterans

Northwestern Mutual; Greensboro (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual - Greensboro is seeking a Financial Planner who will help clients secure their financial futures through personalized insurance solutions.

You will assess client goals, develop tailored insurance plans, build lasting relationships, stay current on product knowledge, and comply with company policies and regulatory standards. This role offers full business development training and a collaborative team environment.

Responsibilities

• Client assessment. Identify clients’ financial goals and recommend suitable insurance products.
• Customized solutions. Develop tailored insurance plans aligned with long-term financial strategies.
• Relationship building. Foster strong client relationships and offer ongoing support.
• Product knowledge. Stay current on insurance trends and products.
• Compliance. Ensure all recommendations meet company policies and regulatory standards.

Job description

Benefits:

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Your Service Built the Skills. Here’s Your Next Mission.

You led under pressure, owned the outcome, and put the team first. Those habits are exactly what build a career here. Northwestern Mutual - Greensboro is bringing on a new Financial Planner, and we’re looking for a veteran with an unwavering sense of mission. We are a united group of determined, ambitious professionals who want to make a difference in people’s lives as we accelerate the growth of our district office.

Meet your local leader

M. Scott Henegar, Managing Director

• Time with NM: 30 years (14 as an Advisor, 16 as Managing Director)
• Prior to: Resort consulting, snow ski instructor, and river guide
• Passionate about: Family, fly fishing, piloting single-engine airplanes, golf, and traveling with his family to Europe and the islands

The mission

As a Financial Planner, you will help clients secure their financial futures through personalized insurance solutions.

• Client assessment. Identify clients’ financial goals and recommend suitable insurance products.
• Customized solutions. Develop tailored insurance plans aligned with long-term financial strategies.
• Relationship building. Foster strong client relationships and offer ongoing support.
• Product knowledge. Stay current on insurance trends and products.
• Compliance. Ensure all recommendations meet company policies and regulatory standards.

Who thrives here

• People who take ownership and responsibility, and act as participants rather than spectators.
• People who care about the “who, why, and how” behind an action, not only the “what.”
• Clear communicators who enjoy making complex decisions simple for others.
• Team players who believe everyone contributes.
• Ambitious thinkers who embrace opportunity.
• Generous people who give to others without hesitation.
• Professionals who are passionate about their work and still approachable and good-natured.

Hear Robert Novanty’s journey from serving with the US Marines to a successful civilian career at Northwestern Mutual: Meet Robert Novotny | Financial Advisor Careers

What you can count on

• Full business development training and support.
• A collaborative, high-support team that fosters growth and camaraderie.
• Proven operational systems and cutting-edge technology.
• The potential for abundant, consistent, and predictable results.
• High performance without giving up a great quality of life.
• A rapidly growing company with leadership opportunities for top performers.

Benefits

• Strong earnings potential, combining first-year income with unlimited upside.
• Significant bonus opportunity commensurate with outcomes.
• Health, dental, vision, and life insurance.
• Retirement plan.

How we work

This position offers flexibility, but we’re looking for people who are open to in-person training and want to be an active part of our daily and weekly office culture.

About Northwestern Mutual

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners, not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a culture dedicated to helping people achieve financial security.

What sets us apart:

• Unsurpassed financial strength*
• A long-term approach to planning
• Personal guidance from financial professionals
• A robust digital experience