Financial Planner & Advisor — Flexible Growth Path

Northwestern Mutual; Fisher Park (NC); On-site; USD 165,000 - 560,000; Full time

Benefits offered by this job

Professional development

Performance-based income

Mentorship

Work-life balance

Community impact

Job summary

Northwestern Mutual is seeking a Financial Representative in Greensboro to help individuals and businesses achieve financial goals through tailored insurance and planning solutions.

You will build long-term client relationships, provide comprehensive financial plans, and support clients with ongoing guidance, leveraging a mentorship-focused environment and strong community involvement.

Qualifications

• Bachelor's degree in finance, business, or related field preferred.
• Experience in financial services or business development beneficial but not required.
• Strong interpersonal and communication skills and the ability to build trust with clients.
• Series 6, Series 63 and state insurance licenses; training and 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 clients' assets and income.
• Provide ongoing support and adjust plans as circumstances change.
• Network to build and maintain a client base through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor's degree in finance or business

Job description

Northwestern Mutual is seeking a Financial Representative in Greensboro to help individuals and businesses achieve financial goals through tailored insurance and planning solutions.

You will build long-term client relationships, provide comprehensive financial plans, and support clients with ongoing guidance, leveraging a mentorship-focused environment and strong community involvement.