Financial Planner

2 weeks ago

Farmingdale, New York, United States Northwestern Mutual Full time
Unlock Your Earning Potential as a Financial Representative

At Northwestern Mutual, we empower our Financial Representatives to help clients achieve their financial goals through personalized financial planning. As a Financial Representative, you will have the opportunity to build a client base, educate yourself and others on financial products and market trends, and influence clients to make informed decisions about their financial futures.

Key Responsibilities:

  • Build and maintain a client base through relationship-building and knowledge of Northwestern Mutual financial products and market trends.
  • Educate yourself and others through sponsored licensing and registration, as well as ongoing development and the use of proprietary technology and reporting tools.
  • Influence clients to make informed decisions about their financial futures through expert perspective and recommendations.
  • Take ownership of the development and management of your business, including the review and maintenance of client financial plans.

Compensation and Benefits:

  • Performance-based earnings and revenue, with average annual earnings of $70K-$250K for representatives in the first 3 years.
  • Additional income structure to support training and early development.
  • Renewal income earned for continued client support and policy management.
  • Bonus programs and expense allowances.
  • Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more.
  • NM-Funded Retirement Package and Pension Plan.
  • Competitive and comprehensive medical, vision, and dental plans.
  • Life Insurance and Disability Income Insurance.
  • Parental benefits at every stage of family planning.

Qualifications:

  • 4-year degree or equivalent professional work experience.
  • Entrepreneurial ambitions.
  • History of success in relationship-building or client-facing roles.
  • Excellent time-management skills.
  • Desire for continuous learning and collaboration.
  • Proficient critical thinking and communication competencies.
  • Legal authorization to work in the US without sponsorship.

About Us:

For over 165 years, Northwestern Mutual has helped clients achieve their financial goals through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

We value an inclusive and belonging workplace where everyones unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

Why Join Northwestern Mutual:

  • Fortune 500 company (2023).
  • Forbes Best Employers for Diversity (2018-2021).
  • Top 10 US Independent Broker-Dealers.
  • #1 Amongst Life Insurers Most Admired Companies for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets.
  • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021).
  • $257 billion retail investment client assets held or managed by Northwestern Mutual.