Financial Planner: Impactful Training, Mentorship & Growth

Northwestern Mutual Group

United States

On-site

USD 60,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Life and disability insurance
Health care reimbursement accounts
Licensing and ongoing education reimb

Job summary

Northwestern Mutual is seeking financial professionals to help clients reach their goals by developing and implementing comprehensive financial plans. You’ll receive in-depth training and partner with industry experts until you’re ready to work independently.

This career is primarily commission-based but includes stipends and bonuses, with typical first-year earnings around $60,000 and substantial upside as you advance. The role emphasizes entrepreneurship and client relationships.

Qualifications

  • You know how to connect with people, building personal, trusted relationships.
  • Financial planning is interesting to you.
  • You’re a driven person who’s committed to succeeding.
  • You’re ready to earn more for your hard work.
  • You're ready to live the life you want, both personally and professionally.

Responsibilities

  • Develop and implement financial plans to help clients reach their goals.
  • Build and maintain client relationships and provide ongoing planning support.
  • Participate in training and mentor programs to grow professionally.

Skills

Relationship-building
Financial planning
Motivation and drive
Willingness to learn
Critical thinking

Job description

Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.

FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL

Are you looking for more fulfillment from your career? Are you starting to think about a job change? Now’s the time to consider Northwestern Mutual.

Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there.

Sounds exciting and scary all at the same time? Don’t worry, we don’t expect you to know everything on day one. That’s why you’ll receive in-depth training and partner with industry experts until you’re ready to do it on your own.

THIS CAREER OFFERS YOU:

The ability to positively impact someone else's life.

Personalized mentoring and award-winning training.

Backing by Northwestern Mutual, an industry leader with a proven track record of success.

CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?

Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you’d be a good fit? See how many of the characteristics below match up to you:

-You know how to connect with people, building personal, trusted relationships.

-Financial planning is interesting to you.

-You’re a driven person who’s committed to succeeding.

-You’re ready to earn more for your hard work.

-You're ready to live the life you want, both personally and professionally.

A CAREER WITH ENDLESS OPPORTUNITIES

This career is primarily commission based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $60,000 in their first year, and there is potential for much more.

What’s the catch? The first years can be tough as you’re learning the business. But the trade-off is that you get to define what success looks like.

INCOME GROWTH OPPORTUNITY:

  • Years 1-5: $50,000 - $200,000
  • Years 5-10: $200,000 - $500,000
  • Years 10-15: $500,000 - $750,000
  • Years 15+: $750,000 +

Beyond income, you'll also have access to a comprehensive benefits package:

-Life and disability insurance

-Health care and dependent care reimbursement accounts

-Reimbursement for licensing and ongoing education

You could be right for this opportunity if you have:

  • Entrepreneurial ambitions to be a business owner
  • History of success in relationship-building or client-facing roles
  • Desire for continuous learning and collaboration
  • Proficient critical thinking skills
  • Strong sense of motivation and drive
  • Legal authorization to work in the US without sponsorship

About Northwestern Mutual:

At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is a cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living!

Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!

Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success.

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