Financial Planner | Flexible Schedule & Growth Path

Northwestern-Mutual; San Francisco (CA); On-site; USD 90,000 - 150,000; 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 – San Francisco is seeking a Financial Planner to join a collaborative team that helps individuals and businesses achieve financial security through tailored insurance solutions and planning. The role emphasizes building long-term client relationships, developing comprehensive financial plans, and providing ongoing support with licensing sponsorship and mentorship.

You’ll work in a mission-driven office that values professional development, community impact, and flexible

Qualifications

• Bachelor's degree in finance, business, or a 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 their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Education

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

Tools

Series 6

Series 63

State insurance licenses

Job description

Northwestern Mutual – San Francisco is seeking a Financial Planner to join a collaborative team that helps individuals and businesses achieve financial security through tailored insurance solutions and planning. The role emphasizes building long-term client relationships, developing comprehensive financial plans, and providing ongoing support with licensing sponsorship and mentorship.

You’ll work in a mission-driven office that values professional development, community impact, and flexible