Financial Planner

Northwestern Mutual; Saint Cloud (MN); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Two funded pension plans

Life and disability insurance

Health care reimbursement accounts

Dependent care reimbursement accounts

Adoption assistance

Reimbursement for licensing and education

Job summary

Join a forward-thinking company as a Financial Planner, where you'll help clients achieve their financial goals through personalized planning and support. This role offers comprehensive training and mentorship, allowing you to build lasting relationships while positively impacting lives. With a proven industry leader backing you, you'll have the resources to thrive in a dynamic environment. If you're driven, enjoy helping others, and aspire to live a fulfilling life, this opportunity is perfect for you.

Qualifications

• Ability to connect well with clients and build trusted relationships.
• Driven and committed to success in financial planning.

Responsibilities

• Develop and implement financial plans for clients.
• Provide necessary financial tools and support to achieve client goals.

Skills

Financial Planning

Relationship Building

Sales Skills

Communication

Education

Bachelor's Degree

Job description

Financial Planners help clients reach their goals by developing and implementing financial plans that assess their current situation, define future objectives, and provide the necessary financial tools and support to achieve those goals.

Our Financial Planners receive comprehensive training, ongoing mentorship, and collaborate with industry experts to serve clients effectively through a holistic approach and build lasting relationships. Supported products include (but are not limited to): life insurance, disability insurance, long-term care, variable and income annuities, mutual funds, ETF portfolios, stocks, bonds, CDs, and more.

This career offers you:

• Stipends for training and licensing to help you start your career.
• The opportunity to positively impact clients' lives.
• Personalized mentoring, coaching, and award-winning training programs.
• Support from Northwestern Mutual, a proven industry leader.

Can you see yourself helping others reach their financial goals?

Many individuals (50 percent) find their calling in financial services after working in other industries. Curious if you’d be a good fit? See how many of the characteristics below resonate with you:

• You connect well with people, building personal, trusted relationships.
• Financial planning interests you.
• You are driven and committed to success.
• You’re motivated to earn more through your efforts.
• You enjoy helping others make informed, confident decisions.
• You aspire to live the life you want, both personally and professionally.

Comprehensive benefits package:

• Medical, dental, and vision insurance
• Two funded pension plans
• Life and disability insurance
• Health care and dependent care reimbursement accounts
• Adoption assistance
• Reimbursement for licensing and ongoing education

We value diverse backgrounds and experiences, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, education, athletics, legal, communications, real estate, entrepreneurship, military veterans, and community influencers.

Recent Awards and Accolades:

• FORTUNE 97
• Unsurpassed financial strength with total assets of $290 billion
• 96% of policyholders renew annually
• Top 10 Independent Broker-Dealer by Financial Advisor Magazine
• $161 billion in client assets managed by Northwestern Mutual
• Largest direct provider of life insurance in the US
• Over 4.6 million clients served
• Leading industry dividend payouts exceeding $6 billion

Equal Employment Opportunity Policy:

Northwestern Mutual is an equal opportunity employer that values diversity and encourages applications from all backgrounds. We are committed to creating an inclusive environment where every employee can contribute ideas, seek challenges, assume leadership, and meet personal and professional goals. Discrimination based on race, color, religion, age, sex, disability, national origin, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship, veteran status, or any other protected characteristic is strictly prohibited.