Financial Planner: Impactful Growth & Mentorship

Northwestern Mutual; Fisher Park (NC); On-site; USD 70,000 - 100,000; 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 - Greensboro is seeking a Financial Planner to build long-term relationships and deliver tailored financial solutions. You will work with individuals and businesses to align insurance, investments, and retirement planning with their goals.

The team emphasizes mentorship, professional development, and community involvement. Training and licensing sponsorship are available to help you transition into financial services.

Qualifications

• Bachelor's degree in finance, business, or related field preferred.
• Experience in financial services or insurance beneficial but not required.
• Strong interpersonal, communication, and trust-building abilities.
• Licenses such as Series 6, Series 63, and state insurance licensing supported.

Responsibilities

• Client Consultation: assess financial goals and concerns with clients.
• Financial Planning: create plans covering investments, insurance, and retirement.
• Insurance Solutions: recommend strategies to protect assets and income.
• Ongoing Support: monitor plans and adjust as goals evolve.
• Networking: develop client referrals and community connections.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Client rapport

Education

Bachelor's degree in finance or business

Tools

Series 6

Series 63

Insurance licenses

Job description

Northwestern Mutual - Greensboro is seeking a Financial Planner to build long-term relationships and deliver tailored financial solutions. You will work with individuals and businesses to align insurance, investments, and retirement planning with their goals.

The team emphasizes mentorship, professional development, and community involvement. Training and licensing sponsorship are available to help you transition into financial services.