Financial Planner | Flexible Schedule & Growth Path

Hlubek District - Northwestern Mutual; Macomb (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Professional development

Income potential

Mentorship & support

Work-life balance

Community impact

Job summary

Northwestern Mutual is seeking a Financial Planner to join our Quincy, IL team. You will build long-term client relationships, tailor financial plans, and provide insurance solutions to help individuals and businesses achieve financial security.

The role emphasizes personalized planning, ongoing client support, and collaboration with a dedicated planning team. You will receive mentorship and access to professional development, with an emphasis on work-life balance and the opportunity to make a

Qualifications

• Bachelor's degree in finance, business, or related field preferred.
• Experience in financial services or insurance beneficial but not required.
• Strong interpersonal and communication skills; ability to build trust with clients.

Responsibilities

• Client Consultation: Engage with clients to understand financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor financial plans and provide regular updates, adjusting strategies as needed.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Client relationship building

Education

Bachelor's degree in finance or business

Job description

Northwestern Mutual is seeking a Financial Planner to join our Quincy, IL team. You will build long-term client relationships, tailor financial plans, and provide insurance solutions to help individuals and businesses achieve financial security.

The role emphasizes personalized planning, ongoing client support, and collaboration with a dedicated planning team. You will receive mentorship and access to professional development, with an emphasis on work-life balance and the opportunity to make a