Financial Planning Advisor | Flexible Schedule & Growth

Dorner District - Northwestern Mutual; Champaign (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Professional development

Income potential with performance

Mentorship and coaching

Work-life balance

Community impact

Job summary

Northwestern Mutual’s Dorner District in Champaign is seeking a Financial Representative to help clients achieve financial security through personalized insurance solutions and planning. You will build long-term client relationships, understand unique needs, and provide tailored financial guidance.

Join a team recognized for excellence and growth, with opportunities for advancement, training, and a supportive mentorship culture.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or business development is beneficial but not required.
• Strong interpersonal and communication skills; ability to build trust and rapport with clients.

Responsibilities

• Client consultation to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor and adjust client plans as circumstances change.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal

Communication

Analytical thinking

Rapport

Education

Bachelor's degree preferred

Tools

Series 6/63 licenses

State insurance licenses

Job description

Northwestern Mutual’s Dorner District in Champaign is seeking a Financial Representative to help clients achieve financial security through personalized insurance solutions and planning. You will build long-term client relationships, understand unique needs, and provide tailored financial guidance.

Join a team recognized for excellence and growth, with opportunities for advancement, training, and a supportive mentorship culture.