Financial Planner Career Changer Opportunity
Northwestern Mutual - San Francisco · CA, US
18 days agoImpress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Financial Planner Career Changer Opportunity role.
Rezi rewrites your resume against Northwestern Mutual - San Francisco's job description. Free.
Tailor your resume to this Financial Planner Career Changer Opportunity role.
Rezi rewrites your resume against Northwestern Mutual - San Francisco's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Financial Planner Career Changer Opportunity posting at Northwestern Mutual - San Francisco — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Financial Planner Career Changer Opportunity posting at Northwestern Mutual - San Francisco — free, in seconds.
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
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
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Competitive compensation structure including performance incentives, with no ceiling.
- 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.
- 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.