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About the Role

As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Responsibilities

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

• Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Skills

• Strong interpersonal and communication skills
• Analytical thinking
• Ability to build trust and rapport with clients

Location

• 555 Mission St. Floor 16, San Francisco, CA 94105

Work Type

• Flexible schedule
• Flexible work from home options available

Experience Level

• Previous experience in financial services, insurance or business development is beneficial but not required.

Education Level

• A bachelor's degree in finance, business, or a related field is preferred.

Salary/Compensations

• Competitive compensation structure including performance incentives, with no ceiling.

Benefits

• Bonus based on performance
• Company parties
• Dental insurance
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance
• Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Flexibility to create a schedule that fits your lifestyle and goals.
• Make a lasting impact by guiding individuals and families in your community towards financial security and success.

About the Company

• Northwestern Mutual – San Francisco, we are a Top 10 Network Office nationally recognized for excellence in advisor development and leadership in diversity, equity, and inclusion.
• Our mission is to grow advisors and clients with intention, delivering lasting financial security through highly educated, integrated planning.
• We are proud recipients of honors including the 2025 WealthManagement.com Industry Awards DEI Finalist, Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, the 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes’ Best-In-State Top Financial Security Professionals list, alongside the prestigious APEX Award from Training Magazine for our innovative, data-driven training programs.
• Here, new Financial Representatives join a collaborative, purpose-driven environment where professional excellence and community impact go hand in hand.
• Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people.
• As a mutual company, we answer to our policyowners—not Wall Street.
• We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.