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Financial Planner

1 month ago

Carmel, Indiana, United States Northwestern Mutual Full time

As a Financial Advisor at Northwestern Mutual, you will play a key role in helping clients achieve their financial goals through personalized financial planning. With our industry-leading training and resources, you will have the tools and expertise to provide expert advice and guidance to your clients.

Our award-winning training program will equip you with the knowledge and skills you need to succeed in this career. You will learn about personal planning analysis, asset and income protection, education funding, investment and advisory services, trust services, and retirement solutions.

As a Northwestern Mutual Financial Advisor, your responsibilities will include:

  • Building relationships with clients and growing your client base
  • Providing expert advice and guidance to clients on financial planning and wealth management
  • Developing and implementing financial plans that meet the unique needs of each client
  • Staying up-to-date with market trends and financial products to provide the best possible advice to clients

With a strong focus on entrepreneurship and business development, you will have the opportunity to build a successful business and achieve your financial goals. Our compensation and benefits package includes:

  • Average first year income: 140-180k
  • Commission structure to support early development
  • Renewable income
  • Bonus programs and expense allowances
  • Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
  • Retirement Package and Pension Plan
  • Medical, Dental, Vision, Life Insurance and Disability Income Insurance
  • Family Planning

To be successful in this role, you will need:

  • A 4-year degree; or equivalent professional work experience
  • Entrepreneurial ambitions
  • A history of success in sales, athletics, military, client services, or client-facing roles
  • Excellent time-management skills
  • A desire for continuous learning
  • Legal authorization to work in the US without sponsorship
  • Employment Type: Full-time