Financial Planning Specialist - Career Changers Encouraged to Apply

Northwestern Mutual; Radnor (Delaware County); On-site; USD 50,000 - 80,000; Full time

Job summary

Join Northwestern Mutual as a Financial Planning Specialist and embark on a rewarding career path in entrepreneurship and financial services. This role offers comprehensive training, a supportive network, and the flexibility to shape your career while making an impact in your community. If you possess strong communication skills, integrity, and a passion for sales and leadership, submit your resume for consideration.

Benefits

Compensation and commission structure

Medical, Dental, Vision insurance

Retirement Package and Pension Plan

Support for insurance licensing

Qualifications

• Experience building meaningful relationships.
• Legal authorization to work in the US without sponsorship.
• Desire for continuous learning.

Responsibilities

• Receive coaching and resources in entrepreneurship, finance, and sales.
• Build connections and referral networks in the community.
• Provide clients with tailored financial strategies and planning solutions.

Skills

Communication

Relationship Building

Entrepreneurial Mindset

Education

4-year degree or equivalent professional work experience

Job description

Financial Planning Specialist - Career Changers Encouraged to Apply

2 days ago Be among the first 25 applicants

Direct message the job poster from Northwestern Mutual

Mom | Talent Acquisition Leader | Relationship Builder | Delivery Leader-Recruitment | Operations | Client Services | Recruiting

Change your career while making an impact.

Full training and mentorship program in sales, finance, leadership, and entrepreneurship.

Are you ready to take the reins and lead your own path to success as a business owner? It's time to embrace your entrepreneurial spirit and make a lasting impact on your community. If you're tired of feeling undervalued, micromanaged or restrained by the limitations of traditional roles, now is your chance to explore being a part of our dynamic team and chart your own course.

At our firm, we believe in empowering individuals like you to drive meaningful change and build a sustainable career as an entrepreneur. If you have a passion for sales, management, leadership, and business ownership with a desire to leave a lasting legacy or if this resonates with you, submit your resume for consideration into our selection process.

• Impact - The opportunity to make a tangible difference in your community and the lives of others through your entrepreneurial endeavors, sales, and leadership.
• Educate - Access to a comprehensive Training and Development program designed to foster your growth as a business owner, with a clear trajectory for leadership roles.
• Influence – presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
• Own - Flexibility and independence to shape your own career path and achieve the work-life balance you desire.
• Collaborate - A supportive network of like-minded individuals who are dedicated to pushing boundaries and achieving their best every day.

Your role will involve:

• Receiving personalized coaching and resources to excel in entrepreneurship, finance, sales, and management within our industry.
• Building and nurturing meaningful connections in the community to foster strong referral networks, and grow your business.
• Cultivating long-term relationships with clients by providing them with tailored financial strategies and holistic planning solutions, all while owning your business.
• Continuously enhancing your skill set through ongoing professional development and collaborative experiences, ensuring your success as a business owner.

We're looking for individuals who embody the following qualities:

• Reliability, integrity, and a commitment to ethical practices.
• Exceptional communication skills and a natural ability to build strong relationships.
• A self-driven, goal-oriented mindset with a passion for continuous growth and success as a business owner and leader.
• A willingness to learn, adapt, and thrive in a dynamic and challenging environment.

Join us and become a part of a renowned company that values diversity, teamwork, and work-life balance. Take the next step towards a rewarding career in sales, management, leadership, entrepreneurship, and business ownership, and be a catalyst for positive change in the lives of individuals and communities.

Northwestern Mutual: Asset and Income Protection – Education Funding – Investment and Advisory Services – Trust Services – Retirement Solutions – Business Needs Analysis

Compensation and Benefits

• Compensation and commission structure to support early development.
• Renewable income
• Bonus programs and expense allowances
• Support for insurance licensing, SIE, Series 6, Series 63, Series 7, CFP and more
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance
• Family Financial Planning

You could be right for this opportunity if you have:

• 4-year degree or equivalent professional work experience
• Experience building meaningful relationships.
• Interpersonal skills for success in client facing roles.
• Desire for continuous learning
• Legal authorization to work in the US without sponsorship.

About Northwestern Mutual:

For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at Northwestern Mutual by 2x

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