Impactful Financial Planner | Flexible Schedule & Growth

Northwestern Mutual - Greater Hartford Wealth Management; West Hartford (CT); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Professional development

Income potential

Mentorship support

Work-life balance

Community impact

Health insurance

Job summary

Northwestern Mutual Greater Hartford Wealth Management is seeking a Financial Planner to help individuals and businesses achieve financial goals through personalized insurance solutions and planning.

You’ll build long-term client relationships, understand needs, provide tailored financial guidance, and benefit from sponsorship for licenses, mentorship, and professional development within a collaborative, community‑driven culture.

Qualifications

• Education: bachelor’s degree in finance, business, or related field.
• Experience: Previous experience in financial services or insurance is beneficial but not required.
• Licenses: Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Client Consultation: engage with clients to understand goals.
• Financial Planning: develop plans including investments, insurance, and retirement.
• Insurance Solutions: recommend and implement protection strategies.
• Ongoing Support: monitor plans and adjust strategies.
• Networking: build referrals and community involvement.

Skills

Strong interpersonal skills

Communication skills

Analytical thinking

Education

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

Job description

Northwestern Mutual Greater Hartford Wealth Management is seeking a Financial Planner to help individuals and businesses achieve financial goals through personalized insurance solutions and planning.

You’ll build long-term client relationships, understand needs, provide tailored financial guidance, and benefit from sponsorship for licenses, mentorship, and professional development within a collaborative, community‑driven culture.