Financial Planning Advisor | Flexible Schedule & Growth Path

Northwestern Mutual - Chicagoland; Chicago (IL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual - Chicagoland is seeking a Financial Representative to help clients achieve financial security through personalized planning and ongoing guidance. You will build long-term relationships, tailor insurance and retirement solutions, and provide proactive support to meet clients’ evolving goals.

Join a team that emphasizes professional development, high ethical standards, and community involvement in the Chicago area.

Qualifications

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

Responsibilities

• Client consultations with individuals and businesses to understand financial goals.
• Develop comprehensive financial plans including investments, insurance, and retirement needs.
• Recommend and implement insurance solutions to protect assets and income.
• Provide ongoing support and updates to adapt plans to changing circumstances.
• Network to build and maintain client relationships and referrals.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Rapport building

Education

Bachelor's degree preferred

Tools

Licensing: Series 6/63 & insurance licenses

Job description

Northwestern Mutual - Chicagoland is seeking a Financial Representative to help clients achieve financial security through personalized planning and ongoing guidance. You will build long-term relationships, tailor insurance and retirement solutions, and provide proactive support to meet clients’ evolving goals.

Join a team that emphasizes professional development, high ethical standards, and community involvement in the Chicago area.