Financial Planner Career Changer Opportunity

Loper District - Northwestern Mutual; Fresno (CA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Bonus

Health insurance

Dental insurance

Vision insurance

Flexible schedule

Training & development

Advancement opportunities

Company events

Charity golf

Job summary

Northwestern Mutual’s Fresno office is hiring a Financial Planner to help individuals and businesses reach their financial goals through personalized insurance solutions and comprehensive planning.

You will build long-term client relationships, tailor financial plans, and provide ongoing support in a collaborative team environment. The role offers professional licensing sponsorship and a clear path to leadership within a growing organization.

Qualifications

• Bachelor's degree in finance, business, or related field preferred.
• Strong interpersonal and communication abilities, analytical thinking and trust-building with clients.
• Licensing: Series 6, 63 and state insurance licenses (training/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 assets and income.
• Monitor plans and adjust strategies as needs change.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Client rapport building

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 Loper District – Northwestern Mutual, we are in an exciting phase of growth and momentum, creating a unique environment where ambitious individuals can thrive.

With a brand-new office space and a culture being built from the ground up, this is a rare opportunity to be part of something transformative from the very beginning. Our team emphasizes professional development and offers a clear path to leadership roles, providing the support and resources needed to succeed. Beyond career growth, we are deeply committed to giving back, proudly hosting the annual “Cure-Funding Golf Classic,” which raised over $50,000 last year to advance childhood cancer research and make a lasting impact in our community.

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:

6715 N Palm Ave, Suite 116, Fresno, CA

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:

Rick Abell, Managing Director:

• Time with NM: 30 years.
• Prior Experience: Began his career with Northwestern Mutual immediately after completing his MBA at Clemson University.
• Passionate About: Rick is a dedicated husband and father to four children—two in college and two in high school. He is also passionate about giving back to the community and is proud that his team raised over $100,000 for childhood cancer research through their annual charity golf tournament.

Scott Loper, Growth & Development Director:

• Time with NM: 3 years
• Prior Experience: Worked as an estimator for irrigation company GarBennett and grew up working on his family orchard.
• Passionate About: Scott is married with two kids and four dogs. He enjoys family time and spent the past 10 years as a varsity baseball coach at Lemoore High School.

Gina Loza, Director of Training, Philanthropy & Events:

• Time with NM: 24 years.
• Prior Experience: Worked in PR & Marketing for Chico Performances at CSU, Chico, promoting world music, dance, theater, lecture series, and other performance art.
• Passionate About: Gina enjoys spending time with her two energetic boys (ages 9 and 7) and their Yellow Lab, Opie. She is a music lover and concertgoer (proud Swiftie!) and stays active as a devoted Peloton rider.

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. Rick Abell is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.