Financial Planner & Advisor — Flexible Schedule & Growth

Northwestern Mutual - The Lincoln Group; Oregon; Hybrid; USD 60,000 - 120,000; Full time

Benefits offered by this job

Professional development

Income potential with performancebased

Mentorship and planning support

Work-life balance and flexible hours

Community impact opportunities

Job summary

Northwestern Mutual - The Lincoln Group is seeking a Financial Representative to build long-term client relationships through personalized insurance solutions and comprehensive financial planning. You will understand unique needs and tailor financial strategies accordingly.

You will engage in client consultations, develop retirement and investment plans, and provide ongoing support while leveraging a strong mentorship and development ecosystem. Flexible work-from-home options are available.

Qualifications

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

Responsibilities

• Client Consultation: Engage with clients to understand financial goals and concerns.
• Financial Planning: Develop comprehensive financial plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor and update plans as circumstances change.
• Networking: Build and maintain a client network through referrals and community involvement.

Skills

Strong interpersonal and communication

Analytical thinking

Build trust and rapport with clients

Education

Bachelor's degree highly preferred

Job description

Northwestern Mutual - The Lincoln Group is seeking a Financial Representative to build long-term client relationships through personalized insurance solutions and comprehensive financial planning. You will understand unique needs and tailor financial strategies accordingly.

You will engage in client consultations, develop retirement and investment plans, and provide ongoing support while leveraging a strong mentorship and development ecosystem. Flexible work-from-home options are available.