Financial Planner: Flexible Schedule & Growth Path

Tysons District - Northwestern Mutual; Ashburn (VA); On-site; USD 65,000 - 105,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual in McLean, VA invites you to join our Financial Planner team, helping individuals and businesses achieve financial security with tailored insurance and planning solutions. You will build lasting client relationships, assess needs, and guide planning decisions backed by a strong mentorship culture.

You'll access ongoing training, licensing sponsorship for Series 6/63 and state licenses, and a collaborative environment that blends entrepreneurial independence with team support

Qualifications

• Bachelor's degree in finance, business, or a related field.
• Previous experience in financial services or business development is beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking, and ability to build trust with clients.
• Licenses such as Series 6, Series 63, and state insurance licenses with training and sponsorship available.

Responsibilities

• Client consultations to understand goals, aspirations, and concerns.
• Develop comprehensive financial plans covering investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Monitor plans and provide updates, adjusting strategies as needed.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Ability to build trust

Education

Bachelor's degree in finance, business

Tools

Series 6

Series 63

State insurance licenses

Job description

Northwestern Mutual in McLean, VA invites you to join our Financial Planner team, helping individuals and businesses achieve financial security with tailored insurance and planning solutions. You will build lasting client relationships, assess needs, and guide planning decisions backed by a strong mentorship culture.

You'll access ongoing training, licensing sponsorship for Series 6/63 and state licenses, and a collaborative environment that blends entrepreneurial independence with team support