Financial Planner: Flexible Schedule, Growth & Impact

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

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.