Financial Planning Specialist
4 weeks ago
As a Financial Planning Specialist at Northwestern Mutual, you will help clients achieve their financial goals through personalized financial planning. You will work with clients to understand their financial situations, identify areas for improvement, and develop tailored plans to meet their needs. With our industry-leading training and resources, you will have the tools and expertise to deliver exceptional financial solutions and build strong relationships with clients.
Our Financial Planning Specialists are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's 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
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