Impactful Financial Planning Specialist — Mentored Training

Northwestern Mutual Group; Tulsa (OK); On-site; USD 65,000 - 90,000; Full time

Job summary

Northwestern Mutual is seeking motivated individuals to start a career in financial planning. You’ll learn to connect with people, build trusted relationships, and help clients reach their goals with comprehensive plans. The role offers mentoring, training, and performance-based earnings with bonuses and stipends.

It’s a path to a fulfilling, financially rewarding career with growth opportunities. A Bachelor’s degree is welcomed and support is provided to develop essential client advisory skills.

Qualifications

• You connect with people and build trusted relationships.
• You’re interested in financial planning and helping clients reach goals.
• You are driven, committed to succeeding, and eager to earn more.
• You want to live a balanced life personally and professionally.

Responsibilities

• Help clients develop and implement financial plans to reach goals.
• Provide ongoing guidance and support as clients progress.
• Partner with mentors to build expertise in financial services.

Skills

People skills

Financial planning interest

Motivated

Self-starter

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking motivated individuals to start a career in financial planning. You’ll learn to connect with people, build trusted relationships, and help clients reach their goals with comprehensive plans. The role offers mentoring, training, and performance-based earnings with bonuses and stipends.

It’s a path to a fulfilling, financially rewarding career with growth opportunities. A Bachelor’s degree is welcomed and support is provided to develop essential client advisory skills.