Financial Planner: Flexible Schedule & Growth Path

Northwestern Mutual; Springfield (MA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Performance bonus

Dental insurance

Flexible schedule

Health insurance

Vision insurance

Advancement opportunities

Training & development

Job summary

Northwestern Mutual in Springfield, MA is seeking a Financial Planner to help individuals and businesses reach their financial goals through personalized insurance solutions and planning. You will build long-term relationships, understand unique needs, and provide tailored financial strategies.

You’ll join a team that values integrity, service, and growth, with formal mentorship, licensing sponsorship, and a flexible approach to balancing professional and personal commitments.

Qualifications

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

Responsibilities

• Client consultations to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Provide ongoing support and adjust plans as clients' needs change.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical thinking

Rapport building

Education

Bachelor's degree in finance or business

Tools

Series 6 license

Series 63 license

Insurance licenses

Job description

Northwestern Mutual in Springfield, MA is seeking a Financial Planner to help individuals and businesses reach their financial goals through personalized insurance solutions and planning. You will build long-term relationships, understand unique needs, and provide tailored financial strategies.

You’ll join a team that values integrity, service, and growth, with formal mentorship, licensing sponsorship, and a flexible approach to balancing professional and personal commitments.