Financial Planner - Flexible Schedule, Growth & Impact

Northwestern Mutual; San Francisco (CA); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Bonus based on performance

Training & development

Flexible schedule

Health insurance

Dental insurance

Vision insurance

Career advancement opportunities

Company events

Job summary

Northwestern Mutual in San Francisco seeks a Financial Planner to help individuals and businesses achieve financial goals through tailored insurance solutions and planning. You will cultivate long-term client relationships and deliver personalized financial strategies.

The role emphasizes building trust, understanding client needs, and providing ongoing, proactive financial guidance. Licensing support and a collaborative team environment support your development and success.

Qualifications

• Bachelor's degree in finance, business, or related field.
• Experience in financial services or insurance is beneficial but not required.
• Licenses such as Series 6, 63, and state insurance licenses (training and 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.
• Provide ongoing support and adjust plans as client circumstances change.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Client consultations

Financial planning

Insurance solutions

Networking

Communication skills

Education

Bachelor's degree in finance or related field

Tools

CRM software

Microsoft Excel

Financial planning software

Job description

Northwestern Mutual in San Francisco seeks a Financial Planner to help individuals and businesses achieve financial goals through tailored insurance solutions and planning. You will cultivate long-term client relationships and deliver personalized financial strategies.

The role emphasizes building trust, understanding client needs, and providing ongoing, proactive financial guidance. Licensing support and a collaborative team environment support your development and success.