Financial Planner Career Changer Opportunity at Northwestern Mutual in NC-Wilmington-28405

Job description

• Ready to turn your experience into something more meaningful? At Northwestern Mutual - Wilmington, our mission is to empower individuals and families to take control of their financial futures through personalized planning, values-based guidance, and meaningful relationships. Rooted in a culture of excellence and community, we are proud to support local organizations including the North Carolina Food Bank, Welcome Home Angels, and Alex’s Lemonade Stand. We also maintain strong ties to the University of North Carolina Wilmington, with leadership serving on the Board of Visitors and active involvement in the Center for Sales Excellence & Customer Delight. Whether building financial strategies or giving back to our community, we are committed to making a lasting impact in everything 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: 1111 Military Cutoff Road, Suite 251, Wilmington, NC 28405
• Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
• 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 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). Licensing costs may be eligible for reimbursement in accordance with company policy.

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.
• Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
• Compensation: $70,000.00 - $85,000.00 per year