Financial Planner Military Transition Opportunity
About The Position
This is a military transition opportunity for individuals seeking to leverage their military skills in a financial planning career. Northwestern Mutual San Marcos has developed a specific career path for veterans and military spouses, recognizing that skills like leadership under pressure, discipline, mission-first thinking, and care for others are directly transferable to building a financial planning practice. The role emphasizes leadership, connection, and commitment to client financial security over prior finance experience. The company provides training, mentorship, support for professional licenses, and resources to help individuals build their own client relationships and practice. Compensation is performance-based with no earning ceiling.
Requirements
- Veterans, transitioning service members, National Guard/Reserve members, or military spouses.
- Value structure, mentorship, and mission-driven work.
- Ready to lead again and lead your own practice.
- Want to build something long-term.
- Strong communication and relationship-building skills.
- Willingness to complete our Culture Index assessment as part of the interview process.
Nice To Haves
- A 4-year college degree
Responsibilities
- Lead and build a financial planning practice.
- Protect clients and help them build financial security.
- Develop client relationships.
- Adapt to changing situations and client needs.
- Follow through on commitments.
Benefits
- Retirement
- Company parties
- Competitive salary
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
