Investment Planning Specialist

2 weeks ago


Creve Coeur, Missouri, United States Northwestern Mutual Full time

ENHANCE YOUR PROFESSIONAL JOURNEY

Embark on a career where transforming the lives of others also enriches your own – in personal, professional, and financial aspects.

OUR CORE PRINCIPLES

  • Trust: Complete confidence and reliance on individuals, communities, or systems.
  • Development: Dedication to continuous learning and the effort required to improve daily.
  • Resilience: The strength to take initiative and maintain a positive outlook, even when faced with challenges.
  • Appreciation: The intentional act of recognizing one’s blessings, fostering a positive environment that aids in overcoming difficulties and building robust relationships.
  • Inspiration: The ability to motivate others through charm and positivity, creating an uplifting atmosphere.

OUR MISSION

  • Enhancing Lives
  • Safeguarding Aspirations
  • Creating Legacies

OUR SPECIALIZATION

  • Empowering individuals to explore and achieve their potential.

OUR DISTINCTIVE ADVANTAGES

  • Exclusive Access: Only our advisors have the privilege of offering our unique products and services.
  • Comprehensive Planning: We provide a thorough and integrated planning experience.
  • Proven Methodology: Our established business model is effective and reliable.
  • Exceptional Training: We offer the best training and development opportunities in the industry.

ARE YOU READY TO ASSIST OTHERS IN ACHIEVING THEIR FINANCIAL ASPIRATIONS?

Many of our current advisors discovered their passion for financial services after transitioning from various fields. Do you see yourself in the following characteristics?

- You excel at building personal, trusted connections.

- You find financial planning intriguing.

- You are a motivated individual committed to achieving success.

- You seek to be rewarded for your efforts.

- You enjoy guiding others in making informed financial decisions.

- You aspire to live a fulfilling life, both personally and professionally.

A CAREER WITH LIMITLESS POTENTIAL

This profession allows you to earn based on your achievements and the influence you create. Compensation includes a mix of commissions, investment management fees, residual income, bonuses, and company benefits. Our training allowance and launch accelerator programs support our advisors during the initial phases of their careers.

INCOME GROWTH POTENTIAL:

Average Earnings

Years 1-4: $90,287

Years 5+: $620,947

Top 25% Earnings

Years 1-4: $198,037

Years 5+: $3,773,389

FINANCIAL PLANNING WITH OUR FIRM

Are you seeking greater satisfaction in your career? Now is the ideal time to explore opportunities with us.

Our financial professionals assist clients in achieving their objectives by crafting and executing financial strategies that illustrate their current position, outline future goals, and provide the necessary tools and support to reach them.

Feeling both excited and apprehensive? Rest assured, we don’t expect you to have all the answers from day one. That’s why you will receive comprehensive training and collaborate with industry experts until you are prepared to operate independently.

IN ADDITION TO INCOME, YOU WILL ENJOY A COMPREHENSIVE BENEFITS PACKAGE:

  • Comprehensive medical coverage.
  • Two pension plans.
  • Life and disability insurance.
  • Healthcare and dependent care reimbursement accounts.
  • Reimbursement for licensing and ongoing education.

IDEAL CANDIDATE:

We are looking for values-driven individuals from diverse backgrounds, including but not limited to: accounting, financial services, business development, hospitality, banking, sales, marketing, management, education, athletics, legal, communications, real estate, entrepreneurship, military service, and community leadership. Ideal candidates possess a bachelor’s degree from an accredited institution and demonstrate strong interpersonal skills, determination, and resilience.

ABOUT OUR COMPANY:

We believe that everyone deserves to 'live their life fully' and that a solid financial plan is essential for making that a reality. Financial security is not merely a retirement goal but a means for our clients to enjoy their lives.

Our teams of financial advisors nationwide embody these principles and are dedicated to helping clients achieve their financial aspirations. With over half of Americans indicating a need for improved financial planning, a career with us offers abundant opportunities to meet this growing demand.

Recognized by FORTUNE as one of the 'World's Most Admired' companies, we have been a leader in the financial services sector for nearly 160 years, boasting a proven track record of financial success.

Recent Awards and Recognitions:

- FORTUNE 97

- Unmatched Financial Strength with total company assets of $290 billion.

- 96% of policyholders remain with us year after year.

- Top 10 Independent Broker-Dealer according to Financial Advisor Magazine.

- $161 billion in client assets managed by our firm.

- The largest direct provider of life insurance in the United States.

- Over 4.6 million total clients.

- Industry leader in total dividend payouts with $6 billion.

BENEFITS:

  • 401(k) plan
  • 401(k) matching
  • Dental coverage
  • Disability insurance
  • Flexible working hours
  • Health insurance
  • Life insurance
  • Paid time off
  • Paid training
  • Tuition reimbursement
  • Vision coverage

Job Type: Full-time

Compensation Package:

  • Bonus opportunities available

Weekly Schedule:

  • Monday to Friday

Work Environment:

  • Hybrid work model
  • Office-based work

EDUCATION:

Bachelor's degree required.



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