Impactful Financial Planner & Advisor - Flexible Schedule

Northwestern Mutual; Macomb (IL); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual in Quincy, IL is seeking a Financial Planner to join a team that helps individuals and businesses achieve financial goals through personalized insurance solutions and comprehensive planning. You will build long-term client relationships, analyze needs, and design tailored plans covering investments, protection, and retirement, with mentorship and licensing support provided.

This role emphasizes ongoing client service, networking, and collaboration with a dedicated planning

Qualifications

• Bachelor's degree in finance, business, or related field.
• Experience in financial services or insurance is beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.

Responsibilities

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients’ assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Education

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

Tools

Series 6/63 licenses

Job description

Northwestern Mutual in Quincy, IL is seeking a Financial Planner to join a team that helps individuals and businesses achieve financial goals through personalized insurance solutions and comprehensive planning. You will build long-term client relationships, analyze needs, and design tailored plans covering investments, protection, and retirement, with mentorship and licensing support provided.

This role emphasizes ongoing client service, networking, and collaboration with a dedicated planning