Financial Planner Career Changer Opportunity

Greater Hartford Wealth Management•West Hartford, CT

4d•$85,000 - $110,000•Onsite

About The Position

As a Financial Planner at Greater Hartford Wealth Management of Northwestern Mutual, you will help individuals and businesses achieve financial goals through personalized insurance solutions and financial planning. You will build long-term client relationships, understand clients’ individual needs, and provide tailored financial solutions. The opportunity is presented for career changers, with training, mentorship, and professional licensing support available. The office is located at 29 S Main St. Ste 201, West Hartford, CT 06107. Northwestern Mutual is a Fortune 500 financial services company serving more than 5 million people. The local firm describes its culture as collaborative, values-driven, and purpose-led, with an emphasis on integrity, leadership, client advocacy, and developing people. It also participates in community support, including annual events benefiting Alex’s Lemonade Stand.

Requirements

Bachelor’s degree in finance, business, or a related field.
Strong interpersonal and communication skills.
Analytical thinking.
Ability to build trust and rapport with clients.
Obtain necessary licenses, such as Series 6, Series 63, and state insurance licenses; training and sponsorship are available.

Nice To Haves

Previous experience in financial services, insurance, or business development is beneficial but not required.

Responsibilities

Engage with clients to understand their financial goals, aspirations, and concerns.
Develop comprehensive financial plans covering investments, insurance, and retirement.
Recommend and implement insurance strategies to protect clients’ assets and income.
Monitor clients’ financial plans, provide regular updates, and adjust strategies as circumstances change.
Build and maintain a client network through referrals, community involvement, and professional associations.