Financial Planner | Flexible Schedule & Growth Opportunity

Hlubek District - Northwestern Mutual; Macomb (IL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Professional development

Income potential

Mentorship and support

Work-life balance

Community impact

Job summary

Northwestern Mutual in Quincy, IL is seeking a Financial Planner to help individuals and businesses achieve financial goals through personalized insurance solutions and comprehensive planning. You will build long-term client relationships and provide tailored financial advice.

Training, licensing sponsorship, and mentorship are available, with a collaborative team culture that emphasizes growth, community involvement, and a strong work-life balance.

Qualifications

• Degree in finance, business, or related field preferred.
• Strong interpersonal and communication skills.
• Ability to build trust and rapport with clients.

Responsibilities

• Engage clients to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients.
• Monitor plans and provide updates to adjust strategies as needed.
• Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal communication

Analytical thinking

Relationship-building

Education

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

Job description

Northwestern Mutual in Quincy, IL is seeking a Financial Planner to help individuals and businesses achieve financial goals through personalized insurance solutions and comprehensive planning. You will build long-term client relationships and provide tailored financial advice.

Training, licensing sponsorship, and mentorship are available, with a collaborative team culture that emphasizes growth, community involvement, and a strong work-life balance.