Financial Planner Career Changer Opportunity

Job Description

Job Description

Benefits:

• Retirement
• 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 – St. Louis, we are committed to improving lives, protecting dreams, and building lasting legacies by empowering individuals to discover and pursue what’s possible. Recognized as a 2025 Top Workplace by USA Today, our office is built on a strong foundation of faith, growth, grit, gratitude, and charisma, creating a culture that prioritizes both personal and professional development. We foster a supportive and inclusive environment through team building initiatives, a dedicated women’s group, and a strong focus on belonging and impact. Beyond our work, we are passionate about giving back to the community, proudly supporting organizations such as Alex’s Lemonade Stand and Covenant House.

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 office is located at: 622 Emerson Road, Suite 400, Creve Coeur, MO 63141

Follow this link to hear about a Day in the Life of a Financial Representative with the Northwestern Mutual:

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:

Gerard Hempstead – Managing Partner (MP):

• Time with NM: 30 years.
• Prior Experience: Gerard began his career as a Certified Public Accountant (CPA) before joining Northwestern Mutual, where he has built a long-standing and impactful career in leadership.
• Passionate About: Gerard is deeply passionate about his faith, family, and giving back to the community. He also enjoys traveling and playing golf, and values building meaningful relationships both personally and professionally.

Aaron Hatcher – Growth and Development Director (GDD):

• Time with NM: Since 2019.
• Prior Experience: Aaron joined Northwestern Mutual as an intern in 2019 while attending the University of Missouri–St. Louis, where he majored in Finance. He quickly distinguished himself as a top-performing intern, ranking #1 in the Southern Region and at Winter Camp. He transitioned to a full-time Financial Advisor later that year and achieved Pacesetter 40 within his first six months. Aaron is currently pursuing his Certified Financial Planner (CFP®) designation and founded Aeon Financial within Northwestern Mutual to deliver a more personalized, client-first approach.
• Passionate About: Aaron is passionate about empowering individuals and families to build wealth and achieve financial independence. Outside of work, he is dedicated to mentoring youth in his community, teaching and writing music for local high school band students, and staying active. He enjoys playing golf, watching sports (especially as a New York Knicks fan), playing the drums, and giving back through mentorship.

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.
• 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. Gerard Hempstead is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.