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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
- A bachelor's degree in finance, business, or a related field is preferred.
- 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
- Full-time
- Flexible schedule
Experience Level
- Entry-level
- Career Changer
Education Level
- Bachelor's degree 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
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: 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.
- 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.
Equal Opportunity
- Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries and affiliates in Milwaukee, WI.