Financial Planner - Career Changer Opportunity

Northwestern Mutual - Princeton; Princeton (NJ); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Training & development

Sponsorship for licenses

Mentorship

Flexible schedule

Advancement opportunities

Company-sponsored events

Job summary

Northwestern Mutual – Princeton is seeking a career changer to help individuals and businesses reach financial goals through personalized insurance solutions and financial planning. This onsite role in Princeton focuses on building long-term client relationships, creating and maintaining financial plans, and leveraging training and licensing guidance.

You’ll join a team dedicated to helping policyholders achieve financial security, backed by the resources of a well-established mutual company,

Qualifications

• A bachelor’s degree is preferred.
• Previous experience in financial services, insurance, or business development is beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking, and an ability to build trust and rapport.
• Ability to obtain required licenses, including Series 6, 63, and applicable state insurance licenses (training and sponsorship available).

Responsibilities

• Meet with clients to understand their financial goals, aspirations, and concerns.
• Design comprehensive financial plans that can include investments, insurance, and retirement strategies.
• Review and monitor client plans over time, providing updates and adjusting strategies as circumstances change.
• Grow and maintain a client network through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Communication

Analytical thinking

Relationship-building

Licensing readiness

Education

Bachelor’s degree

Job description

Northwestern Mutual (Princeton District) is seeking a career-changer ready to help individuals and businesses move toward their financial goals through personalized insurance solutions and financial planning. In this onsite role in Princeton, you will build long-term client relationships, create and maintain financial plans, and stay supported through training, mentorship, and licensing guidance.

You will join a team focused on helping policyholders achieve financial security, with the structure and resources of a well-established mutual company.

Key Responsibilities

• Meet with clients to understand their financial goals, aspirations, and concerns.
• Design comprehensive financial plans that can include investments, insurance, and retirement strategies.
• Review and monitor client plans over time, providing updates and adjusting strategies as circumstances change.
• Grow and maintain a client network through referrals, community involvement, and professional associations.

What You’ll Need

• A bachelor’s degree is preferred.
• Previous experience in financial services, insurance, or business development is beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking, and an ability to build trust and rapport.
• Ability to obtain required licenses, including Series 6, 63, and applicable state insurance licenses (training and sponsorship available).

Compensation & Benefits

• Salary: USD 65,000 - 85,000 per year.
• Bonus based on performance.
• Competitive compensation structure with performance incentives and no ceiling.
• Flexible schedule.
• Health insurance, dental insurance, and vision insurance.
• Opportunity for advancement.
• Training & development, including access to ongoing training programs and sponsorship for advanced certifications.
• Company parties.
• Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Flexibility to create a schedule that fits personal lifestyle and goals.

Office Location

202 Carnegie Center Drive 2nd, floor, suite 201, Princeton, NJ 08540

About Northwestern Mutual (NM)

• Northwestern Mutual is a FORTUNE 500® company providing a range of financial services to more than 5 million people.
• As a mutual company, it answers to policyowners rather than Wall Street.
• Founded in Wisconsin in 1857, and recognized by FORTUNE as one of the “World’s Most Admired” companies in 2024.
• Culture emphasizes helping people achieve financial security.

Local Leadership

• Jesse May – Managing Director (21 years with NM)
• Nick DeLorenzo – Growth and Development Director (16 years with NM)
• Ben Kraml – Growth and Development Director (7 years with NM)
• Mikayla Rafferty – Talent Acquisition Manager (6 years with NM)

How Career Changers Can Fit Here

• Support is available through training, mentorship, and professional licensing support to support a transition into financial services.
• The team includes individuals who previously coached, built, designed, or taught before establishing their own financial practices.

To experience a day in the life of an advisor, watch: https://youtu.be/tar1BSa7Gaw

As a Financial Representative, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning, centered on understanding unique needs and providing tailored, long-term support.