Financial Planner

Northwestern Mutual; Village of Farmingdale (NY); On-site; USD 60,000 - 160,000; Full time

Job summary

Northwestern Mutual is seeking Financial Planners to help clients achieve financial security through personalized planning. This entry-level role offers comprehensive training, mentorship, and a competitive salary range based on performance. Successful candidates will have entrepreneurial ambitions and a background in sales or client services.

Benefits

Support for insurance licensing

Retirement Package and Pension Plan

Medical, Dental, Vision, Life Insurance

Disability Income Insurance

Family Planning

Qualifications

• 4-year degree or equivalent professional work experience.
• History of success in sales, athletics, military, client services, or client-facing roles.
• Desire for continuous learning.

Responsibilities

• Build a client base by growing relationships and developing knowledge of financial products.
• Educate clients on potential financial plans using assistive software and tools.
• Take ownership of development and management of financial plans.

Skills

Entrepreneurial ambitions

Sales experience

Client services

Desire for continuous learning

Education

4-year degree or equivalent professional work experience

Job description

2 days ago Be among the first 25 applicants

This range is provided by Northwestern Mutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$60,000.00/yr - $160,000.00/yr

About Us:

Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.

Job Description:

Financial Planners at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.

Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:

Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis

1. Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.

2. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.

3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.

4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

Average vs Top 25% vs Top 10%

Year 1 | $78,939 - $168,306 - $238,982 Year 5+ |$306,679 - $726,808 - $1,113,953

Beyond income, you'll also have access to a comprehensive benefits package:

· Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more

· Retirement Package and Pension Plan

· Medical, Dental, Vision, Life Insurance and Disability Income Insurance

· Family Planning

You could be right for this opportunity if you have:

· 4-year degree; or equivalent professional work experience

· Entrepreneurial ambitions

· History of success in sales, athletics, military, client services, or client-facing roles

· Desire for continuous learning

Awards and Accolades:

- One of the “World’s Most Admired” companies (FORTUNE Magazine, 2024)

- One of “America’s Best Large Employers” (Forbes Magazine, 2023)

- One of “America’s Greatest Workplaces for Diversity” (Newsweek, 2023)

- Top 50 Employers (Equal Opportunity Magazine, 2023)

- Best Places to Work #82 (Glassdoor, 2021)

- Highest Rated CEO's (Glassdoor, 2021)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Finance, and Business Development

Referrals increase your chances of interviewing at Northwestern Mutual by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

Pension plan

Disability insurance

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