Financial Planner — Flexible Schedule & Growth Path

Northwestern Mutual

Coral Gables (FL)

On-site

USD 75,000 - 105,000

Full time

5 days ago
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Benefits offered by this job

Retirement
Bonus
Company parties
Dental insurance
Flexible schedule
Health insurance
Advancement opportunities
Training & development
Vision insurance

Job summary

Northwestern Mutual - Lawhon Network is seeking a Financial Planner to help clients secure their financial futures through comprehensive insurance solutions. You will assess client needs, design personalized plans, and build lasting relationships while staying informed on the latest products and regulatory standards.

The role emphasizes ownership, teamwork, and a high-support training environment, with opportunities for advancement across our Florida offices.

Qualifications

  • Bachelor's degree preferred for this role.
  • Prior insurance or financial services experience is not required.

Responsibilities

  • Evaluate clients' financial needs and goals to recommend appropriate insurance products.
  • Develop personalized insurance plans that align with clients' long-term financial strategies.
  • Establish and maintain strong client relationships with ongoing support and guidance.

Education

Bachelor's Degree (preferred)

Job description

Northwestern Mutual - Lawhon Network is seeking a Financial Planner to help clients secure their financial futures through comprehensive insurance solutions. You will assess client needs, design personalized plans, and build lasting relationships while staying informed on the latest products and regulatory standards.

The role emphasizes ownership, teamwork, and a high-support training environment, with opportunities for advancement across our Florida offices.

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