Financial Planning Consultant
Northwestern Mutual
Job Description
Are you looking for a career that combines relationship-building, entrepreneurship, and the opportunity to make a meaningful impact in people's lives?
\nAs a Financial Planning Consultant with Northwestern Mutual, you'll help individuals, families, and business owners make informed financial decisions through personalized financial planning. You'll work closely with clients to understand their goals, develop strategies, and provide guidance that helps them build financial security and confidence for the future.
\nWhether you're an experienced professional, a recent graduate, or exploring a career change, our award-winning training and development program will give you the tools, mentorship, and support needed to build a successful practice.
\n \nWhat You'll Do:
\nBuild Relationships
\n- \n
- Develop meaningful connections within your community and establish trusted relationships with clients. Help individuals and families navigate important financial decisions throughout their lives. \n
Deliver Financial Guidance
\n- \n
- Assist clients in creating personalized strategies for wealth accumulation, risk management, retirement planning, education funding, and financial protection. \n
Grow Your Expertise
\n- \n
- Receive comprehensive training, licensing support, ongoing coaching, and access to industry-leading resources that help you develop into a trusted financial professional. \n
Build Your Own Practice
\n- \n
- Operate with the flexibility and independence of a business owner while leveraging the support, technology, brand, and resources of Northwestern Mutual. \n
Areas of Financial Planning
\n- \n
- Investment and Advisory Services \n
- Retirement Planning \n
- Asset Protection \n
- Income Protection \n
- Education Funding \n
- Estate and Trust Planning \n
- Business Planning and Risk Management \n
- Wealth Accumulation Strategies \n
What We Offer
\n- \n
- Competitive compensation with performance-based earnings \n
- Comprehensive training and mentorship \n
- Support for insurance and securities licensing \n
- Access to experienced leaders and industry mentors \n
- Full comprehensive benefits \n
- Retirement package and pension plan \n
Ideal Backgrounds
\nWe are interested in individuals who have demonstrated success in:
\n- \n
- Sales or business development \n
- Client-facing or relationship management roles \n
- Leadership positions \n
- Athletics or competitive environments \n
- Military service \n
- Education, coaching, or mentoring \n
- Entrepreneurship \n
Why Northwestern Mutual?
\nFor over 165 years, Northwestern Mutual has helped clients achieve financial security through a comprehensive planning approach. As a Financial Planning Consultant, you'll have the opportunity to build a rewarding career, create lasting client relationships, and make a positive impact in your community while growing your own business.
$17 - $29.75 per hour
...strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client... ...referrals, and digital adoption. Consistently execute a consultative sales approach, focusing on advice and long-term relationship...Suggested- ...responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate...SuggestedFull timeWork at office
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$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal areaFlexible hours- ...Financial Relationship Banker Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions...Full timeH1bWork at officeRemote workWork from homeFlexible hours
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...serving. You will own and grow a book of client relationships, delivering personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation — with a team, an investment platform, and in-house...Work at office$97k - $192k
...insurance The Hill Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the... ...attended college south of Indy, deeply values real financial planning and education. Beau: Prior Experience: Former director of a...Work at officeLocal areaWork from homeFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ..., and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives...Full timeFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office$110k
...At Cetera Planning Partners (CPP), a unique community within Cetera Holdings, we strive for continuous improvement and evolution towards... ...clients to understand their goals, concerns and current financial information. Analyze information to create a long-range financial...$150k - $180k
...relationship with Morgan Stanley and Graystone Consulting , led by Mark Curtis , our clients... ...wealth management with advanced tax planning, proprietary investment opportunities,... ...Wealth Advisor who will serve as the primary financial planning and relationship lead for...Work at officeRemote workRelocation- ...candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Network...
- Company DescriptionWestPoint Financial Group is dedicated to educating clients to help them fulfill their financial goals with personalized attention and outstanding resources. Our associates are respected professionals known for their expertise and commitment to integrity...Work at office
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ..., and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial...For contractorsWork at office$52.9k
...to serving others and your eagerness to learn and grow. As a Financial Services Representative, you’ll be the trusted voice on the other... ...future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical...Work at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work$51.4k
...the heart of our firm's commitment to helping clients own their financial futures. In this role, you'll learn to educate clients about... ...future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after...Full timeShift workNight shift- ...DescriptionReady to launch a career with no income ceiling? Tristate Financial Advisors is hiring driven, people-focused sales pros... ...advisorsComprehensive training in financial planning, portfolio analysis, consultative selling, client service, and complianceUncapped...Permanent employmentWork at office
$17 - $18 per hour
...DescriptionJob DescriptionAbout the Role: Seeking a detail-oriented Financial Counselor for a growing company. This position assists patients... ..., evaluate ability to pay, collect payments, arrange payment plans, and connect patients with financial aid or government funding...Work at officeLocal areaFlexible hoursShift work- ...Job Description Location: Indianapolis, IN WestPoint Financial Group (WPFG) is hiring a Financial Advisor to help clients protect what matters, build long-term wealth, and achieve meaningful financial goals. This role is ideal for a motivated, relationship...
- ...expertise, and relationship management serving as a trusted advisor to clients while partnering across the Bank to provide tailored financial solutions. Key Responsibilities Develop new client relationships and expand an existing Private Banking portfolio...Local area
- ...and enthusiastic Remote Travel Agent to join our team. As a Remote Travel Agent, you will be responsible for assisting clients in planning and booking their dream vacations. This is a part-time, remote/telecommute position, meaning you will have the flexibility to work...Part timeRemote workFlexible hours
- Financial Analyst - Indy - Growing Company; Great Culture! I'm currently recruiting for a Financial Analyst position in Indianapolis. Financial... ...annual budgets, financial forecasts, and long-term financial plans. Monitor performance against budgets and forecasts, and provide...Work experience placementWork at officeLocal area
- ...contribute to the company's success. As a Financial Advisor within PNC Wealth Management you... ...advisors execute an advice and planning strategy focused on helping clients meet... ...with their goals. Job Description Consults on investment and insurance strategies,...Full timeTemporary workPart timeWork experience placementWork at office
- ...Advisor is a wealth management recruiting and consulting firm. This role is for one of our... ...Greater Scranton. and a passion for the planning process. They will be a process-driven,... ...Advisor is to deliver comprehensive financial planning services and an exceptional client...
$60k - $90k
Financial Services Representative - State Farm Agent Team Member Full Time in Fishers -... ...products reinforces your sales-minded and consultative approach to educating customers on... ...Responsibilities Consult customers with financial planning and investment options. Assist...Full timeFor contractors- ...a deep knowledge of the client’s entire financial and family situation in order to structure... ...management strategy and financial plan. What’s a Typical Day Like? Serves... ...Committee as client advocate and strategy consultant Completes regulator investment review...Full timeImmediate startDay shift
- ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision,...
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