Financial Planner Career Changer Opportunity

Northwestern Mutual; Wilmington (NC); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Bonus based on performance

Health insurance

Dental insurance

Vision insurance

Flexible schedule

Company parties

Training & development

Opportunity for advancement

Job summary

Northwestern Mutual is seeking a Financial Planner to join the Wilmington team, focusing on building long‑term client relationships through personalized planning and guidance. You will assess client needs, design comprehensive financial plans, and implement insurance solutions to protect assets and income.

The role emphasizes ongoing support, regular plan reviews, and active networking to grow a client base while providing mentorship and a values-based approach in a community-oriented office.

Qualifications

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

Responsibilities

• Client consultations to understand goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Provide ongoing support and updates to adapt plans to changing circumstances.
• Network to build and maintain a client base through referrals and associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor's degree preferred

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 Northwestern Mutual - Wilmington, our mission is to empower individuals and families to take control of their financial futures through personalized planning, values-based guidance, and meaningful relationships. Rooted in a culture of excellence and community, we are proud to support local organizations including the North Carolina Food Bank, Welcome Home Angels, and Alex’s Lemonade Stand. We also maintain strong ties to the University of North Carolina Wilmington, with leadership serving on the Board of Visitors and active involvement in the Center for Sales Excellence & Customer Delight. Whether building financial strategies or giving back to our community, we are committed to making a lasting impact in everything 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:

1111 Military Cutoff Road, Suite 251, Wilmington, NC 28405

Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

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” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Some of Our Local Leaders, the Heartbeat of Our Business:

Brian M. Cox, CFP® – Managing Director:

• Time with NM: 23 years
• Prior Experience: Prior to joining Northwestern Mutual, Brian built his career in financial services, ultimately rising to leadership within the firm.
• Passionate About: Brian enjoys traveling with his family, playing golf, and keeping tabs on all things related to soccer. His dedication to both his clients and personal life reflects his belief in living a well-rounded and meaningful life.

Lyndsey Stainback – Financial Advisor:

• Time with NM: 19 years
• Prior Experience: Served as ChiefRecruiting Officer at Northwestern Mutual, where she played a key role in developing talent across the organization.
• Passionate About: Lyndsey is passionate about family life, traveling, tennis, and staying involved in her children’s sporting activities.

Ryan Nally – Financial Advisor:

• Time with NM: 8 years
• Prior Experience: Joined Northwestern Mutual as a college intern while playing Division I soccer at the University of North Carolina Wilmington (UNCW).
• Passionate About: Ryan enjoys spending time with family, playing soccer and golf, and surfing whenever he can.

Sean Carano – Financial Advisor:

• Time with NM: 2 years
• Prior Experience: Retired Lieutenant Colonel with Marine Special Operations Command (MARSOC), bringing years of leadership and service experience.
• Passionate About: Sean is devoted to family, travel, fitness, and helping other veterans successfully transition into civilian life and careers.

About the Financial Advisor 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 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). Licensing costs may be eligible for reimbursement in accordance with company policy.

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.
• Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
• 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. Brian Coxis a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.