Financial Planner — Shape Clients' Financial Futures

Northwestern Mutual - Monterey District; Monterey (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Professional development

Competitive compensation

Mentorship & support

Work-life balance

Community impact

Job summary

Northwestern Mutual, in the Monterey District, seeks a Financial Planner to help individuals and businesses achieve their financial goals through personalized insurance solutions and comprehensive planning.

You will build long-term relationships, understand clients’ needs, and provide tailored financial strategies, with training and sponsorship for licenses and professional development to support your growth.

Qualifications

• Bachelor's degree in finance, business, or related field preferred.
• Experience in financial services, insurance or business development beneficial but not required.
• Licenses including Series 6, 63, and state insurance licenses with training and sponsorship available.
• Strong interpersonal and communication skills, analytical thinking, and the ability to build trust with clients.

Responsibilities

• Client Consultation: Engage with clients to understand financial goals and concerns.
• Financial Planning: Develop comprehensive financial plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect assets and income.
• Ongoing Support: Monitor and adjust plans as circumstances change.
• Networking: Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust-building

Education

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

Job description

Northwestern Mutual, in the Monterey District, seeks a Financial Planner to help individuals and businesses achieve their financial goals through personalized insurance solutions and comprehensive planning.

You will build long-term relationships, understand clients’ needs, and provide tailored financial strategies, with training and sponsorship for licenses and professional development to support your growth.