Financial Planner: Growth, Mentorship & Impact

Greater Hartford Wealth Management; West Hartford (CT); On-site; USD 65,000 - 105,000; 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

Greater Hartford Wealth Management of Northwestern Mutual seeks a Financial Planner to help individuals and businesses achieve financial goals through personalized insurance solutions and planning.

You will build long-term relationships, understand client needs, and provide tailored financial strategies. The role offers training, sponsorship for licenses, mentorship, and a flexible, impact-driven environment in the Hartford area.

Qualifications

• Bachelor's degree in finance, business, or a related field.
• Experience in financial services or insurance beneficial but not required.
• Licenses such as Series 6, 63, and state insurance licenses required or sponsorship available.

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

Trust-building

Education

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

Job description

Greater Hartford Wealth Management of Northwestern Mutual seeks a Financial Planner to help individuals and businesses achieve financial goals through personalized insurance solutions and planning.

You will build long-term relationships, understand client needs, and provide tailored financial strategies. The role offers training, sponsorship for licenses, mentorship, and a flexible, impact-driven environment in the Hartford area.