Financial Planner Career Changer Opportunity

Tysons District - Northwestern Mutual; Ashburn (VA); On-site; USD 65,000 - 105,000; 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 in McLean, VA invites you to join our Financial Planner team, helping individuals and businesses achieve financial security with tailored insurance and planning solutions. You will build lasting client relationships, assess needs, and guide planning decisions backed by a strong mentorship culture.

You'll access ongoing training, licensing sponsorship for Series 6/63 and state licenses, and a collaborative environment that blends entrepreneurial independence with team support

Qualifications

• Bachelor's degree in finance, business, or a related field.
• Previous experience in financial services or business development is beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking, and ability to build trust with clients.
• Licenses such as Series 6, Series 63, and state insurance licenses with training and sponsorship available.

Responsibilities

• Client consultations to understand goals, aspirations, and concerns.
• Develop comprehensive financial plans covering investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Monitor plans and provide updates, adjusting strategies as needed.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Ability to build trust

Education

Bachelor's degree in finance, business

Tools

Series 6

Series 63

State insurance licenses

Job description

Benefits:

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

Ready to turn your experience into something more meaningful?

At Tysons District – Northwestern Mutual, we’re redefining what it means to grow a career in financial services. Our team is proud to have four advisors and practices featured on the 2024 & 2025 Forbes Top Financial Security Professionals list, a testament to our commitment to excellence. Rooted in the belief that success should be both personal and purposeful, our mission is to give entrepreneurial-minded individuals the platform to build the life they desire, while making an impact that lasts for generations. With a culture built around the idea that you're "in it for yourself, but never by yourself," teammates genuinely support one another’s growth. From quarterly team events to our “no Sunday scaries” approach to work, we value connection, balance, and drive. We’re also proud to give back through initiatives like Alex’s Lemonade Stand and the Leukemia & Lymphoma Society, keeping community at the heart of what we do.

Why Career Changers Could Thrive Here:

• You already have what it takes, people skills, perseverance, and a desire to make a difference.
• We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
• You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.

Our thriving office is located at:

8484 Westpark Drive, Suite 700, McLean, VA 22102

A Glance at Northwestern Mutual (NM):

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 - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Our Local Team:

Sep Harandi – Managing Director & Co-Founder of Five Pillars Wealth:

• Time with NM: 5 years
• Prior Experience: Graduate of the University of Oklahoma; joined NM after completing grad school.
• Passionate About: A big soccer fan and former collegiate player at Longwood University, Sep also enjoys playing golf and tennis, trying new restaurants, and spending time with his shepherd/husky mix, Chano.

Aubrey Rosser – Private Wealth Advisor & Growth and Development Director:

• Time with NM: 16 years
• Prior Experience: Former Wall Street professional who transitioned to NM after the 2008 crash to build a more stable and self-directed career.
• Passionate About: A dual-sport athlete in college (basketball and baseball), Aubrey is also an avid golfer. He enjoys spending time with his wife, Nicole, and their three children.

Bryce Coffee – Private Wealth Advisor & Growth and Development Director:

• Time with NM: 15 years
• Prior Experience: Worked in private equity in Atlanta, GA prior to joining NM.
• Passionate About: A golf enthusiast and dedicated sneaker collector (especially Jordans and golf shoes), Bryce enjoys family life with his wife and their three children.

Jason Tiede – Private Wealth Advisor & Growth and Development Director:

• Time with NM: 11 years
• Prior Experience: Former Director at Blackboard in the education sector.
• Passionate About: A proud UVA alum and UVA sports fan. He and his wife have three children, and their oldest is heading to the University of Tennessee. Jason and Amanda have long been active supporters of the Leukemia & Lymphoma Society (LLS).

About the Role:

As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

• Education: A bachelor's degree in finance, business, or a related field is preferred.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:

• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sep Harandiis a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries.