Financial Planner - Career Changer Opportunity

Job Description

Job Description

Benefits:

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Ready to turn your experience into something more meaningful? 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. This commitment extends beyond the office through involvement with local organizations such as Special Olympics of Western NY, Mercy Flight Central NY, Camp Good Days, the Pirate Toy Fund, the Polar Plunge in Canandaigua, and Alex’s Lemonade Stand. Their social platforms further showcase the energy, collaboration, and purpose behind their work, providing a strong foundation for anyone entering a financial representative role.

Why Career Changers Could Thrive Here:

• 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: Suite 200, 1162 Pittsford Victor Road, Pittsford, NY 14534

A Glance at Northwestern Mutual (NM):
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.

Meet Our Team:  

Mike D’Archangelo, Director of Selection:

• Time with NM: 5.5 years
• Prior to NM: Athletic Director, Coach, Teacher, and Mentor at a college
• Passionate About: Golfing, boating, dogs, family, lake life, and good food

Greg Constantino, Managing Director:

• Time with NM: 25 years
• Prior to NM: Professional baseball
• Passionate About: Family, faith, fitness, fun, Canandaigua Lake, sports, concerts, and coaching

Alex Spoto, College Unit Director:

• Time with NM: 4.5 years
• Prior to NM: Intern at the University of Dayton
• Passionate About: Hockey, softball, family, the Bills, fun, friends, and hunting

Charlie Diehl, Growth and Development Director:

• Time with NM: 6 years
• Prior to NM: Intern at SUNY Brockport
• Passionate About: My son and husband, my family, my horses, farm life, and traveling with friends

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.

Key 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.

Qualifications:

• 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).

Benefits:

• 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. 

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries and affiliates in Milwaukee, WI. Mike D’Archangelo is not a licensed insurance agent, registered representative of a broker-dealer or representative of a federal savings bank.