Financial Planner: Flexible Schedule, Mentorship & Growth

Northwestern Mutual - Princeton; Princeton (NJ); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Training & development

Sponsorship for licenses

Mentorship

Flexible schedule

Advancement opportunities

Company-sponsored events

Job summary

Northwestern Mutual – Princeton is seeking a career changer to help individuals and businesses reach financial goals through personalized insurance solutions and financial planning. This onsite role in Princeton focuses on building long-term client relationships, creating and maintaining financial plans, and leveraging training and licensing guidance.

You’ll join a team dedicated to helping policyholders achieve financial security, backed by the resources of a well-established mutual company,

Qualifications

• A bachelor’s degree is preferred.
• Previous experience in financial services, insurance, or business development is beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking, and an ability to build trust and rapport.
• Ability to obtain required licenses, including Series 6, 63, and applicable state insurance licenses (training and sponsorship available).

Responsibilities

• Meet with clients to understand their financial goals, aspirations, and concerns.
• Design comprehensive financial plans that can include investments, insurance, and retirement strategies.
• Review and monitor client plans over time, providing updates and adjusting strategies as circumstances change.
• Grow and maintain a client network through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Communication

Analytical thinking

Relationship-building

Licensing readiness

Education

Bachelor’s degree

Job description

Northwestern Mutual – Princeton is seeking a career changer to help individuals and businesses reach financial goals through personalized insurance solutions and financial planning. This onsite role in Princeton focuses on building long-term client relationships, creating and maintaining financial plans, and leveraging training and licensing guidance.

You’ll join a team dedicated to helping policyholders achieve financial security, backed by the resources of a well-established mutual company,