Financial Planner: Grow Your Practice & Impact

Northwestern Mutual; Quincy (IL); On-site; USD 70,000 - 105,000; Full time

Benefits offered by this job

Bonus based on performance

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual in Quincy, IL is seeking a Financial Planner to help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.

You will build long-term relationships with clients, tailor plans for investments and retirement, and provide ongoing support with a dedicated planning team and mentors.

The role offers licensing sponsorship, training, and clear opportunities for advancement in a collaborative community.

Qualifications

• Strong interpersonal and communication skills with clients.
• Analytical thinking and ability to build trust.
• Licensing requirements pursued with company support.
• Experience in financial services or insurance is beneficial but not required.

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

Relationship-building

Education

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

Tools

Series 6 license

Series 63 license

State insurance licenses

Job description

Northwestern Mutual in Quincy, IL is seeking a Financial Planner to help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.

You will build long-term relationships with clients, tailor plans for investments and retirement, and provide ongoing support with a dedicated planning team and mentors.

The role offers licensing sponsorship, training, and clear opportunities for advancement in a collaborative community.