Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Planner with Military Background

The Wengzn District - Northwestern Mutual

Benefits Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Strong Earnings Potential Significant bonus opportunity commensurate with outcomes Life insurance Position Overview Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Wengzn District of Northwestern Mutual is seeking to onboard a new Financial Planner to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office. Northwestern Mutual is a FORTUNE 500® company that provides a range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. Our office is located at: 555 Long Wharf Dr New Haven, CT 06511 Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products. Customized Solutions: Develop personalized insurance plans that align with clients' long‑term financial strategies. Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve. Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available. Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards. What Our Representatives Value Potential for abundant, consistent, and predictable results. A collaborative, high‑support team environment, fostering growth and camaraderie. Full business development process training and support for seamless operations. Proven operational systems and cutting‑edge technology for enhanced agent efficiency. Achieving high performance while maintaining a great quality of life. A company experiencing rapid growth, offering leadership opportunities for top performers. Candidate Characteristics Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators. People who prioritize understanding the "who, why, and how" behind actions more than just the "what." Savvy communicators who find joy in simplifying complex decisions for others. Generous souls who gladly treat others without hesitation. Ambitious thinkers who embrace boundless opportunities and possibilities. Advocates for teamwork and cooperation, where everyone contributes equally. Passionate about their work, yet approachable and good‑natured in their demeanor. Compensation and Benefits Strong Earnings Potential: Combining first year income and unlimited upside. Significant bonus opportunity commensurate with outcomes. Dental insurance. Health insurance. Life insurance. Retirement plan. Vision insurance. Education Bachelor's Degree (strongly preferred) If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. This position offers flexibility, but we are seeking individuals who are open to in‑person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. Flexible work from home options available. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Planner with Military Background in New Haven, CT vacancy
  • $21 per hour

     ...lobbies. You're comfortable enough with technology to demonstrate how...  ...to help them achieve their financial goals by providing...  ...parenthood, medical condition, military or veteran status, national origin...  ...Applicant Data Privacy Policy Background Check Any offer of... 
    Suggested
    Hourly pay
    Local area
    Flexible hours
    Afternoon shift

    Citizens Financial Group, Inc.

    Hamden, CT
    6 days ago
  •  ...Training & development Vision insurance Transition Your Healthcare Expertise into Financial Services with The Wengzn District of Northwestern Mutual! Leverage Your Healthcare Background for a Rewarding Career: Build Direct Client Relationships: Professionals... 
    Suggested
    Work at office
    Work from home
    Visa sponsorship
    Flexible hours

    The Wengzn District - Northwestern Mutual

    New Haven, CT
    15 days ago
  • $23 - $31 per hour

     ...Wells Fargo, we're more than a financial services leader - we're a...  ...you will build relationships with customers by supporting everyday...  ...: work experience, training, military experience, education Desired...  ..., fitness, and criminal background. A credit report may be reviewed... 
    Suggested
    Work experience placement
    Flexible hours

    Wells Fargo

    Hamden, CT
    1 day ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern...  ...representatives, who come from varying academic backgrounds and experiences, begin to build a...  ...work around your life and your classes. With the option to participate in our internship... 
    Suggested
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    New Haven, CT
    20 hours ago
  • $61k - $119k

     ...Financial Advisor Opportunity Becoming a financial advisor at Northwestern...  ...training programs equip you with the education, skill-building...  ...more Certified Financial Planner® licensing support2 Fully...  ..., a national criminal background check is required. Should the... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    New Haven, CT
    3 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual...  ..., who come from varying academic backgrounds and experiences, begin to build a financial...  ...work around your life and your classes. With the option to participate in our internship... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    New Haven, CT
    2 days ago
  •  ...Merrill Advisor Development Program - Financial Advisor: Central Shoreline Market...  ..., Connecticut To proceed with your application, you must be at...  ...that individuals bring from all backgrounds and careers; whether gained through military service, community college education... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    New Haven, CT
    2 days ago
  • $21 - $23 per hour

     ...order to continually provide our members with the highest level of service, Affinity...  ...relationships by providing exceptional financial support and advice through a consultative...  ...comfortable regardless of race, gender, religion, background, physical ability, or sexual orientation... 
    Hourly pay
    Full time
    Contract work
    Part time
    Immediate start
    Flexible hours

    Affinity Federal Credit Union

    New Haven, CT
    4 days ago
  • $20.86 - $25.03 per hour

     ...and supportive environment.Represent USALLIANCE in the community and form lasting relationships with our members and partners. About this role: USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship... 
    Hourly pay
    Part time
    H1b
    Local area

    USALLIANCE Financial

    West Haven, CT
    20 hours ago
  •  ...Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2... 
    Day shift

    KeyCorp

    Hamden, CT
    20 hours ago
  •  ...Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2... 
    Flexible hours
    Day shift

    Key Bank

    Hamden, CT
    3 days ago
  • $25 - $38.46 per hour

     ...Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan‑based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2... 
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Hamden, CT
    20 hours ago
  • $19 - $28.84 per hour

    M&T Bank is looking for a dedicated individual to improve the branch customer experience in New Haven, Connecticut. The role emphasizes exceptional customer service, accurate transaction processing, and operational tasks within the branch. Applicants should possess a high...
    Hourly pay

    M&T Bank

    New Haven, CT
    1 day ago
  •  ...seeking a client-focused professional to build relationships and meet financial needs in our busy financial center. You will follow guided processes, manage cash and client interactions, and collaborate with experts in small business, lending, and investments to deliver... 

    Bank of America

    West Haven, CT
    1 day ago
  • $20.67 - $31.25 per hour

     ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....  ...Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their... 
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    East Haven, CT
    1 day ago
  • $60k

     ...personally, professionally, and financially. WE ARE NORTHWESTERN...  ...Unsurpassed Financial Strength with total company assets of $399...  ...from all different professional backgrounds. Some of our most successful...  ...real estate, entrepreneurs, military veterans, and community influencers... 
    Full time
    Work at office
    Remote work

    Northwestern Mutual - New Haven

    New Haven, CT
    28 days ago
  • $69.6k - $115k

     ...skills and experience — talk with your recruiter to learn more....  ...watchlist credits Build and refine financial models to assess risk,...  ...Microsoft Office suite Preferred Background: Bachelor’s degree in Finance...  ...strongly encouraged Military experience equivalency may substitute... 
    Full time
    Temporary work
    Work at office

    USPRO

    New Haven, CT
    20 hours ago
  •  ...Relationship Banker I USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship...  ...USALLIANCE in the community and form lasting relationships with our members and partners. You will have teller like... 
    Part time
    Local area

    USAlliance Federal Credit Union

    West Haven, CT
    4 days ago
  • $18 - $23.08 per hour

     ...welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including...  ...Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper... 
    Hourly pay
    Part time
    Work experience placement
    Flexible hours
    Shift work
    Day shift

    KeyBank

    Hamden, CT
    1 day ago
  •  ...of Medicine (YSM) Associate Director of Financial Aid, this position is responsible for the...  ...and Physician Assistant online students with educational debt. Occasional evening...  ...combination of education and experience. Background Check Requirements All candidates for employment... 
    Temporary work
    Work experience placement
    Work at office
    Afternoon shift
    2 days per week
    3 days per week

    Yale University

    New Haven, CT
    1 day ago
  •  ...Reporting to a Manager of FRMS Post‑Award, the Financial Analyst 2, Post Award provides expert...  ...working partnerships and communications with faculty, PIs, OSP and department...  ...qualified persons from a broad range of backgrounds and perspectives. In accordance with this... 
    Temporary work
    Work experience placement
    Work at office

    Yale University

    New Haven, CT
    1 day ago
  • $55k - $130k

     ...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices...  ...deliver a distinctive experience that blends growth opportunity with deep support-helping advisors build meaningful businesses while... 
    Flexible hours

    Charter Oak Insurance and Financial Services

    Hamden, CT
    4 days ago
  • $150k - $175k

     ...toward their unique goals—and a secure financial future—with transparency, trust, and expertise....  ...taxes. Establish and define the client-planner relationship. Develop, present and...  ...pool of applicants from various backgrounds and urge you to apply to learn more about... 
    Full time
    Work from home
    Flexible hours
    1 day per week

    Transcend Practice Management

    Cheshire, CT
    20 hours ago
  •  ...Financial Solutions Advisor - Southern CT. Market Westport, Connecticut...  ..., Connecticut To proceed with your application, you must be...  ...to the required SAFE Act background check and registration...  ...such as Certified Financial Planner (CFP) and/or Chartered Retirement... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Cheshire, CT
    1 day ago
  • $45k - $100k

     ...volume of applicants. Join a financial services firm where your...  ...company where people come first. With over 9 million clients and 20...  ...experiences and professional backgrounds. We value an inclusive...  ...certification Professional and/or military career progression... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Cheshire, CT
    20 hours ago
  •  ...Northwestern Mutual seeks College Financial Representatives for its internship program in New Haven, CT. Interns will build an integrated...  ...must be full-time students, preferably juniors or seniors, with entrepreneurial ambitions. The role offers performance-based earnings... 
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    New Haven, CT
    3 days ago
  •  ...common purpose to help make financial lives better through the power...  ...committed to an in‑office culture with specific requirements for...  ...to the required SAFE Act background check and registration process...  ...such as Certified Financial Planner (CFP) and/or Chartered Retirement... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Cheshire, CT
    2 days ago
  • $28.85 - $33.65 per hour

     ...solutions to clients to help them achieve their financial goals. Key responsibilities include...  ...needs and asset thresholds, and meeting with clients to review financial and...  ...and to submit to the required SAFE Act background check. Failure to obtain and/or maintain... 
    Hourly pay
    Temporary work
    Shift work
    Day shift

    Bank of America

    North Haven, CT
    1 day ago
  • $65k - $80k

     ...clients to help them achieve their financial goals. Key responsibilities...  ...asset thresholds, meeting with clients to review financial...  ...submit to the required SAFE Act background check and registration...  ...such as Certified Financial Planner (CFP) and/or Chartered Retirement... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Company

    Cheshire, CT
    1 day ago
  •  ...Quinnipiac University in Mount Carmel – Hamden, CT seeks an Assistant Director of Financial Aid to oversee counseling, needs analysis, packaging and processing for undergraduates. The role requires deep knowledge of federal, state, and institutional regulations and a commitment... 

    Quinnipiac University

    Hamden, CT
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planner with Military Background. Be the first to apply!