Financial Planner Career Changer Opportunity

Northwestern Mutual; Quincy (IL); On-site; USD 70,000 - 105,000; Full time

Benefits offered by this job

Bonus based on performance

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual in Quincy, IL is seeking a Financial Planner to help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.

You will build long-term relationships with clients, tailor plans for investments and retirement, and provide ongoing support with a dedicated planning team and mentors.

The role offers licensing sponsorship, training, and clear opportunities for advancement in a collaborative community.

Qualifications

• Strong interpersonal and communication skills with clients.
• Analytical thinking and ability to build trust.
• Licensing requirements pursued with company support.
• Experience in financial services or insurance is beneficial but not required.

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.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Relationship-building

Education

Bachelor's degree in finance, business, or related field

Tools

Series 6 license

Series 63 license

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 Hlubek District – Northwestern Mutual, our mission is clear: \u201CTo help people discover and achieve what’s possible.\u201D We are driven by the core values of Courage, Passion, and Growth, which guide everything we do. Our culture is built on strong relationships, both inside and outside the office, fostering an environment where we support and challenge each other. We’re more than just colleagues, we often vacation together, enjoy monthly office outings, and spend time together outside of work, creating a tight-knit and supportive team. As a part of our commitment to giving back, we invest heavily in our local community, particularly through the schools. We engage with students by hosting class talks at local colleges and support important causes like Alex’s Lemonade Stand and other local foundations. Joining Hlubek District means not just a career, but a chance to be part of a team that values both personal and professional growth, while making a positive impact on the 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:

936 Broadway St Suite E, Quincy, IL 62301

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 \u201CWorld’s Most Admired\u201D companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Our Local Team:

Casey Hlubek – Managing Director

• How long with NM? 18 years
• Prior to? Assistant General Manager at a restaurant.
• Passionate about? Enjoys traveling with his family, watching his kids play sports, playing basketball, and cooking.

Chris Piette – Growth Development Director

• How long with NM? 9 years
  Prior to? Logistics coordinator for a trucking company.
• Passionate about? Enjoys spending time outdoors, hanging out with his family, and is an Eagle Scout.

Nick Hun – Growth Development Director

• How long with NM? 4 years
• Prior to? Top 10 intern with Northwestern Mutual, converted full-time upon graduation.
• Passionate about? Has a past military background, enjoys hunting, watching sports, and spending time with family.

Sara Skaff – Financial Representative

• How long with NM? 1 year
• Prior to? Top 10 intern who converted to full-time after graduation.
• Passionate about? Loves running, cooking, and anything outdoors.

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