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

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?

As 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.

Whether 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.

What You'll Do:

Build Relationships

  • Develop meaningful connections within your community and establish trusted relationships with clients. Help individuals and families navigate important financial decisions throughout their lives.

Deliver Financial Guidance

  • Assist clients in creating personalized strategies for wealth accumulation, risk management, retirement planning, education funding, and financial protection.

Grow Your Expertise

  • Receive comprehensive training, licensing support, ongoing coaching, and access to industry-leading resources that help you develop into a trusted financial professional.

Build Your Own Practice

  • Operate with the flexibility and independence of a business owner while leveraging the support, technology, brand, and resources of Northwestern Mutual.

Areas of Financial Planning

  • Investment and Advisory Services
  • Retirement Planning
  • Asset Protection
  • Income Protection
  • Education Funding
  • Estate and Trust Planning
  • Business Planning and Risk Management
  • Wealth Accumulation Strategies

What We Offer

  • Competitive compensation with performance-based earnings
  • Comprehensive training and mentorship
  • Support for insurance and securities licensing
  • Access to experienced leaders and industry mentors
  • Full comprehensive benefits
  • Retirement package and pension plan

Ideal Backgrounds

We are interested in individuals who have demonstrated success in:

  • Sales or business development
  • Client-facing or relationship management roles
  • Leadership positions
  • Athletics or competitive environments
  • Military service
  • Education, coaching, or mentoring
  • Entrepreneurship

Why Northwestern Mutual?

For 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.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Planning Consultant in Fishers, IN vacancy
  •  ...About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We're a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada, Mexico... 
    Suggested
    Extra income
    Part time
    Remote work

    Melius Consulting

    Indianapolis, IN
    5 days ago
  • As a Workday Financials Integrations Developer Consultant, your primary responsibilities may include: Lead the design of integrations from point to point systems...  ..., life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off.... 
    Suggested
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    1 day ago
  •  ...Reinvention and we help the world's leading Financial Services organizations reinvent finance...  ...ecosystem of technology partners.Our Planning & Performance Analysis (P&PA) capability...  ...analysis, or EPM implementation — in a consulting, professional services, or corporate finance... 
    Suggested
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    21 hours ago
  •  ...bring the core capabilities of a Workday Financials / FDM Lead, with a particular focus on R...  ....As a Workday Record to Report Consultant your primary responsibilities may include...  ...long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and... 
    Suggested
    Contract work
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    1 day ago
  • $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

    Old National Bank

    Fishers, IN
    1 day ago
  •  ...integrated, payroll, cloud-based HR and financial management solutions that put organizations...  ...As a Workday Workday Financials P2P/WSS Consultant, your primary responsibilities may...  ...long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    1 day ago
  •  ...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... 
    Full time
    Work at office

    Northwest Bank

    Fishers, IN
    4 days ago
  • $35.37 - $58.95 per hour

    Financial Consultant - Banner Health Estimated Pay Range: $35.37 - $58.95 / hour, based on location, education, & experience. Department: Admin...  ...in the development, analysis, and preparation of financial plans, reporting and key performance indicators to achieve overall... 
    Remote work
    Monday to Friday
    Shift work

    Banner Health

    Indianapolis, IN
    5 days ago
  • $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... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Indianapolis, IN
    1 day ago
  •  ...than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations...  ...to Report (R2R) business requirements; Financial Accounting Hub setup; demonstrate understanding...  ...and apply Oracle methodologies.Plan and organize tasks and report progress on... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    1 day ago
  •  ...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Fishers, IN
    2 days ago
  • $68k - $133.9k

     ...Deloitte Finance Transformation team practices to help chief financial officers, controllers, and finance teams define and execute their...  ...this role ends on 12/31/2026.Work You’ll Do As a Project - Consultant, Controllership on the Specialized Finance Solutions team, you... 
    Work at office
    Local area
    Night shift

    Deloitte

    Indianapolis, IN
    3 days ago
  •  ...DescriptionIn the assigned Job Role of Package Consultant 1, your Area Of Responsibility will be...  ....• Experience in Oracle eBS Functional Financials (GL, AP & AR).• Experience in Oracle...  ...Illness , Hospital Indemnity, Legal)401(k) plan and contributions dependent on salary... 
    Full time
    Temporary work
    Relocation

    Infosys Technologies

    Indianapolis, IN
    2 days ago
  • $113k - $188k

     ...to Obtain SecretWhat You Will Do:As a Manager in Guidehouse’s Financial Management (FM) practice supporting Department of War clients,...  ...management functions and operations. Our finance transformation consultants help our clients across the Department of War optimize all... 
    Full time
    Flexible hours

    Guidehouse

    Indianapolis, IN
    3 days ago
  • $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 time
    Shift work
    Night shift

    Charles Schwab

    Fishers, IN
    5 days ago
  • $125k

     ...Financial Advisor | Fee-Only RIA Indianapolis, IN Hybrid; in-office time based on client meetings) $125,000 base + performance incentives...  ...wealth management firm. Its advisors and its in-house planning, tax and investment specialists work as one integrated team. They... 
    Summer work
    Work at office
    Local area

    Radium Search

    Indianapolis, IN
    3 days ago
  • $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... 

    Cetera Financial Group

    Noblesville, IN
    5 days ago
  • $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

    Unavailable

    Carmel, IN
    1 day ago
  • $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 time
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Carmel, IN
    3 days ago
  • 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

    WestPoint Financial Group

    Indianapolis, IN
    3 days ago
  • $61k - $119k

     ...Education 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... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Indianapolis, IN
    5 days ago
  • $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 time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Carmel, IN
    3 days ago
  • $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 office
    Remote work
    Relocation

    PCM Encore

    Indianapolis, IN
    1 day ago
  • $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 office
    Local area
    Work from home
    Flexible hours

    Hill Region Modern Woodmen of America

    Indianapolis, IN
    3 days ago
  •  ...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... 

    WestPoint Financial Group

    Indianapolis, IN
    1 day ago
  • $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... 
    Work at office
    Local area
    Work from home
    Flexible hours

    Hill Region - Modern Woodmen of America

    Indianapolis, IN
    3 days ago
  •  ...Financial RepresentativeThe purpose of the Financial Representative is to meet the needs...  ...market(s) and develops appropriate marketing plan to sell insurance and investment...  ...appointments using Western & Southern Life consultative practices and processes. Effectively... 
    Work at office
    Local area

    Western & Southern Life

    Indianapolis, IN
    2 days ago
  •  ...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

    The National Bank of Indianapolis

    Indianapolis, IN
    22 days ago
  • 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 placement
    Work at office
    Local area

    Vaco by Highspring

    Indianapolis, IN
    6 days ago
  • $150k

     ...Position: Financial Advisor Locations: Phoenix, AZ | Denver, CO | Remote​ About AQI Gallacher Capital (GC) dba Forward...  ...with our clients by providing personalized financial planning and access to institutional investment strategies. ​ AQI:... 
    Work at office
    Remote work

    AQI Services LLC

    Indianapolis, IN
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planning Consultant. Be the first to apply!