Financial Planner Career Changers Wanted

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? At Northwestern Mutual - Greensboro, we have a clear vision for growth and are seeking several talented individuals to help us realize this exciting future. By 2026, we aim to solidify our position as a leader in financial planning, with ambitious goals in new client acquisition and revenue generation. Our team, comprised of 30 diverse financial advisors, is committed to delivering exceptional service and expanding our presence within the community.

We pride ourselves on fostering a supportive, inclusive environment, with a focus on mentorship and continuous development for all team members. Additionally, we are deeply involved in the local community, supporting organizations like UNCG Athletics and Alex’s Lemonade Stand for pediatric cancer research.

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: 333 N. Greene Street, Suite 400, Greensboro, NC 27401

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 Local Team:

Jeff Jackman, Wealth Management Advisor & Growth & Development Director:

• How long with NM? 10 years
• Previous experience? Formerly in the golf business, selling and fitting golf clubs since college.
• Passionate about? Enthusiastic about spending time with his 1-year-old daughter, grilling BBQ, avid golfer, snowboarding, Pittsburgh sports fan, and enjoys personal development and psychology.

Kristin Kling, Financial Advisor:

• How long with NM? 10+ years
• Previous experience? Worked at American Express, Wells Fargo, and Lincoln Financial in both call center and banking roles.
• Passionate about? Empowering women in business, exploring new cities and restaurants, baking, musical theater, and connecting people.

Megan Parker, Director of Selection & Recruitment:

• How long with NM? 2 years
• Previous experience? Worked in conferencing, event planning, sales, talent acquisition, and career services in higher education for 9 years.
• Passionate about? Traveling, live music, college basketball & football (Go Deacs!), musical theater, club pilates, volunteering in the community, and gardening.

M. Scott Henegar, Managing Director:

• How long with NM? 29 years (14 as an Advisor, 15 as Managing Director)
• Previous experience? Resort consulting, snow ski instructor, river guide.
• Passionate about? Family, fly fishing, piloting single-engine airplanes, golf, and traveling with family to Europe and the islands.

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 in Milwaukee, WI. Scott Henegar is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.