Financial Planning Advisor

Northwestern Mutual; Tulsa (OK); On-site; USD 70,000 - 81,000; Full time

Benefits offered by this job

Life and disability insurance

Health care reimbursement accounts

Licensing and education reimbursement

Job summary

Northwestern Mutual is seeking motivated professionals to build trusted relationships with clients while delivering personalized financial planning and support. You will help clients reach their financial goals by developing and implementing comprehensive plans and providing the tools they need to succeed.

The role offers in-depth training, mentorship from industry leaders, and the opportunity to grow earnings beyond base compensation as you progress in your career with Northwestern Mutual.

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.
• Assist clients in understanding where they stand today and planning for tomorrow.
• Receive in-depth training and mentor with industry experts until you’re ready to work independently.

Skills

People skills

Financial planning

Self-starter

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking motivated professionals to build trusted relationships with clients while delivering personalized financial planning and support. You will help clients reach their financial goals by developing and implementing comprehensive plans and providing the tools they need to succeed.

The role offers in-depth training, mentorship from industry leaders, and the opportunity to grow earnings beyond base compensation as you progress in your career with Northwestern Mutual.