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Financial Planner

Work from home Full-time role Hiring

Northwestern Mutual is a trusted leader in the financial services industry with over 165 years of proven success. They are seeking a Financial Planner to help individuals, families, and small businesses protect and grow their financial future while providing impactful financial strategies and solutions.

Responsibilities

  • Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications
  • Establish impactful networks in the community and learn how to authentically build referral connections
  • Develop and maintain long-term client relationships (our average client relationship is over 40 years)
  • Provide customized financial strategies and solutions through factfinding and holistic financial planning
  • Broaden and deepen your skillset through ongoing professional development and joint work – experiential learning
  • The opportunity to design your roadmap to leadership and specialized roles

Skills

  • Dependable, consistent, full of integrity and honesty
  • Excellent communicator and relationship builder
  • A driven, independent, self-motivated, and goal-oriented person
  • Growth minded, coachable with strong desire for long term success

Benefits

  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Financial planning services
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Parental leave
  • Professional development assistance
  • Retirement plan
  • Vision insurance

Company Overview

  • Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments. It was founded in 1857, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 5001-10000 employees. Its website is https://www.northwesternmutual.com.
  • Company H1B Sponsorship

  • Northwestern Mutual has a track record of offering H1B sponsorships, with 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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