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? At the Princeton District of Northwestern Mutual, our mission is simple yet powerful: to inspire people to live the life they can imagine. We foster a culture that prioritizes training, continued education, and mentorship, ensuring our team members are equipped to thrive. Our commitment to diversity and inclusion is reflected in initiatives like our Local Diversity and Inclusion Council and annual Strength in Belonging Summit, as well as our Local Black Advisor Resource Group (The BAG). We also believe in making a meaningful difference in our community, supporting organizations such as Alex’s Lemonade Stand Foundation, the Black Women NJ Group (Rose Gold Sponsor), Scholars of Finance, and Special Olympics. Here, we combine purpose, professional growth, and community impact to help both our clients and our team members achieve extraordinary success.

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: 202 Carnegie Center Drive 2nd, floor, suite 201, Princeton, NJ 08540

Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor :

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 Some of Our Local Leaders, the Heartbeat of Our Business:

Jesse May – Managing Director:

• Time with NM: 21 years.
• Prior Experience: Married to his high school sweetheart, Melissa, Jesse has built his life around strong family values. His daughter works alongside him in the office as his Director of Operations and Associate Financial Representative.
• Passionate About: Jesse is a devoted family man with four children. He enjoys fine wines, hosting bonfires at his home, and is always ready to share a fun fact.
• Follow this link to learn more about Jesse: -may-30480442/

Nick DeLorenzo – Growth and Development Director:

• Time with NM: 16 years.
• Prior Experience: Before joining NM, Nick trained as a bodybuilder and worked in sales and personal training at his local gym.
• Passionate About: A proud father to his daughter, Nick’s favorite activity is coaching her flag football club team, which he led to a championship victory last year.
• Follow this link to learn more about Nick:

Ben Kraml – Growth and Development Director:

• Time with NM: 7 years.
• Prior Experience: Ben joined NM shortly after earning his BA in Finance and Economics from Rider University.
• Passionate About: Ben is a devoted husband to his high school sweetheart, Nicole. They are expecting their first child, a baby girl, in Fall 2025. A passionate New Jersey Devils fan and season ticket holder, Ben rarely misses a home game.
• Follow this link to learn more about Ben:

Mikayla Rafferty – Talent Acquisition Manager:

• Time with NM: 6 years.
• Prior Experience: Previously worked in the private golf and country club industry as a Membership Sales Director.
• Passionate About: Mikayla is currently planning her wedding with her fiancé, Lucas. An avid soccer player in a local women’s league, she also enjoys frequent trips to Florida to visit her parents.
• Follow this link to learn more about Mikayla: -rafferty-82aa72139/

About the Financial Planner Role: As a Financial Representative 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.
• 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 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. Jesse May is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries.