Financial Planner — Flexible Schedule & Growth

Tysons District - Northwestern Mutual; Ashburn (VA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Bonus

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Northwestern Mutual is seeking a Financial Planner to join our McLean, VA team. You will build long-term client relationships, tailor insurance and financial plans, and guide individuals and businesses toward secure financial futures.

We offer training, mentorship, and sponsorship for required licenses, with a supportive growth-focused culture and opportunities to advance within a Fortune 500 company.

Qualifications

• Bachelor's degree in finance, business, or a related field preferred.
• Strong interpersonal and communication skills are essential.
• Licenses such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Client Consultation: Understand clients' financial goals and concerns.
• Financial Planning: Create comprehensive plans covering investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement protection strategies for clients.
• Ongoing Support: Monitor plans and adjust as needed.
• Networking: Build a client network through referrals and community involvement.

Skills

People skills

Communication

Networking

Education

Bachelor's degree in finance or related field

Job description

Northwestern Mutual is seeking a Financial Planner to join our McLean, VA team. You will build long-term client relationships, tailor insurance and financial plans, and guide individuals and businesses toward secure financial futures.

We offer training, mentorship, and sponsorship for required licenses, with a supportive growth-focused culture and opportunities to advance within a Fortune 500 company.