Financial Planner - Veteran Career Transition
Northwestern Mutual - Buffalo District · NY, US
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About the Role
As a Financial Planner, you will help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You will build long-term client relationships, understand each client's unique needs, and provide tailored financial solutions.
Responsibilities
- Consult with clients to understand their financial goals, aspirations, and concerns
- Develop comprehensive financial plans covering investments, insurance, and retirement
- Recommend and implement insurance strategies to protect clients' assets and income
- Monitor clients' financial plans and adjust strategies as circumstances change
- Build and maintain a client network through referrals, community involvement, and professional associations
Requirements
- No prior financial services experience required
- Bachelor's degree preferred, but not required
- Strong interpersonal and communication skills, with the ability to build trust and rapport with clients
- Willingness to obtain required licenses, including Series 6, 63, and state insurance licenses
Skills
- Interpersonal skills
- Communication skills
- Ability to build trust and rapport with clients
Location
- Williamsville, NY
Work Type
- Full-time
Experience Level
- Entry Level
Education Level
- Bachelor's degree preferred
Salary/Compensations
- Strong Earnings Potential: Combining first year income and unlimited upside.
- Significant bonus opportunity commensurate with outcomes.
Benefits
- Retirement plan including a company-funded pension and PFGF
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Life insurance
About the Company
- Northwestern Mutual is a Fortune 500 company providing financial services to more than 5 million people.
- As a mutual company, we answer to policyowners, not Wall Street.
- Founded in Wisconsin in 1857, Northwestern Mutual was recognized by Fortune as one of the "World's Most Admired" life insurance companies in 2024.
- We believe in showing up for our community — from hands-on service projects to supporting causes like Alex's Lemonade Stand and Camp Good Days.
Equal Opportunity
- Thank You for Your Service — Ready for Your Next Mission?
- Military service builds exactly the traits that lead to success in this career: Mission focus, Discipline, Leadership under pressure, Team-first mentality, Adaptability.