Financial Planner: Flexible Schedule & Growth Path

Northwestern Mutual; Greensboro (NC); On-site; USD 60,000 - 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's Greensboro office seeks a Financial Planner to help individuals and businesses achieve financial goals through personalized insurance solutions and planning. You will build long-term client relationships, assess needs, and deliver tailored financial strategies including investments, insurance, and retirement planning, while collaborating with a supportive team and mentors.

Role emphasizes mentorship, licensing sponsorship, and community involvement within the Greensboro

Qualifications

• Education: bachelor's degree in finance, business, or related field preferred.
• Experience: previous experience in financial services or insurance beneficial but not required.
• Skills: strong interpersonal and communication abilities, analytical thinking, and trust-building with clients.

Responsibilities

• Client consultations to understand goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets.
• Ongoing monitoring and updates to client plans as circumstances change.
• Networking to build and maintain a client base through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Rapport building

Education

Bachelor's degree in finance or business

Job description

Northwestern Mutual's Greensboro office seeks a Financial Planner to help individuals and businesses achieve financial goals through personalized insurance solutions and planning. You will build long-term client relationships, assess needs, and deliver tailored financial strategies including investments, insurance, and retirement planning, while collaborating with a supportive team and mentors.

Role emphasizes mentorship, licensing sponsorship, and community involvement within the Greensboro