[Remote] Financial Planner (Career Changers Encouraged to Apply)
Note: The job is a remote job and is open to candidates in USA. Northwestern Mutual is a leading financial services company, and they are seeking a Financial Planner to help clients build personalized financial plans. The role involves growing a client base, managing financial plans, and providing a great client experience while obtaining necessary licenses to become a financial advisor.
Responsibilities
- Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
- Build personalized, holistic financial plans tailored to every client’s unique needs
- Manage your client’s financial plans to help them achieve their goals
- Grow relationships with clients to support them through every stage of life
Skills
- Bachelor's degree
- Entrepreneurial ambitions to be a business owner
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for continuous learning and collaboration
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Company Overview