Financial Planner Career Changer Opportunity at Northwestern Mutual in VA-Ashburn-20146

Job description

• Ready to turn your experience into something more meaningful? At Tysons District – Northwestern Mutual, we’re redefining what it means to grow a career in financial services. Our team is proud to have four advisors and practices featured on the 2024 & 2025 Forbes Top Financial Security Professionals list, a testament to our commitment to excellence. Rooted in the belief that success should be both personal and purposeful, our mission is to give entrepreneurial-minded individuals the platform to build the life they desire, while making an impact that lasts for generations. With a culture built around the idea that you're "in it for yourself, but never by yourself," teammates genuinely support one another’s growth. From quarterly team events to our “no Sunday scaries” approach to work, we value connection, balance, and drive. We’re also proud to give back through initiatives like Alex’s Lemonade Stand and the Leukemia & Lymphoma Society, keeping community at the heart of what we do.
• 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.
• Our thriving office is located at: 8484 Westpark Drive, Suite 700, McLean, VA 22102
• 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

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

• Education: A bachelor's degree in finance, business, or a related field is preferred.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Skills

Required

• Analytical thinking

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.
• Compensation: $62,000.00 - $72,000.00 per year