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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

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

• Pittsford, NY

Work Type

• Flexible schedule
• Flexible work from home options available

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
• Flexible schedule
• 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 of Rochester fosters an inclusive environment where diverse perspectives drive creativity and collaboration.
• The team is guided by a clear mission to empower people to reach their full potential, creating a culture that is supportive, growth-oriented, and deeply connected to the community.
• This commitment extends beyond the office through involvement with local organizations such as Special Olympics of Western NY, Mercy Flight Central NY, Camp Good Days, the Pirate Toy Fund, the Polar Plunge in Canandaigua, and Alex’s Lemonade Stand.
• Their social platforms further showcase the energy, collaboration, and purpose behind their work, providing a strong foundation for anyone entering a financial representative role.
• You already have what it takes, people skills, perseverance, and a desire to make a difference.
• We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
• You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.
• 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.