Financial Planner - Veteran Career Transition

Northwestern Mutual - Buffalo District • Town of Amherst, NY

6d • $87,000 - $110,000 • Onsite

About The Position

The discipline, leadership, and mission focus you built in the military don't have to stay behind you. At Northwestern Mutual's Buffalo District, veterans bring exactly the kind of grit and commitment it takes to build a career and a practice while helping others achieve financial security. If you're ready for a new mission with real purpose, we'd like to talk. Our thriving location: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221. Military service builds exactly the traits that lead to success in this career: Mission focus: Clients trust you with their financial future the same way a unit trusts its leaders — veterans understand what it means to carry that responsibility. Discipline: Building a practice from the ground up takes structure and consistency, skills built through years of training and service. Leadership under pressure: Guiding clients through major financial decisions calls for the same calm, clear-headed leadership developed in the field. Team-first mentality: Success here depends on collaboration with teammates and mentors, not going alone. Adaptability: Transitioning between roles, environments, and challenges in the military translates directly to navigating a dynamic financial-services career. Northwestern Mutual is a Fortune 500 company providing financial services to more than 5 million people. As a mutual company, we answer to our policyowners, not Wall Street. Founded in Wisconsin in 1857, Northwestern Mutual was recognized by Fortune as one of the "World's Most Admired" life insurance companies in 2024. We believe in showing up for our community — from hands-on service projects to supporting causes like Alex's Lemonade Stand and Camp Good Days. Nii Sowah leads as Managing Director after nearly 12 years with the firm, having grown from Associate Financial Representative into district leadership; he's also a certified coach and co-founder of the nonprofit Unite by Night. Ben Ross, a Wealth Management Advisor and Growth Development Director, made the jump from Verizon retail management 13 years ago and now champions causes like The Ride for Roswell. John Bongiovanni, CFP®, has spent 38 years building a practice that now serves 500+ clients across 20 states. Ryan O'Connor built his own team-based firm managing $350 million in assets since joining in 2018. Ryan Preziosi's 11-year journey started as an intern and grew into a full-time advisor career built on strong client relationships. As a Financial Planner, you'll help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You'll build long-term client relationships, understand each client's unique needs, and provide tailored financial solutions.

Requirements

• No prior financial services experience required — many advisors to transition from military and other careers
• Willingness to obtain required licenses, including Series 6, 63, and state insurance licenses — training and sponsorship available

Nice To Haves

• Bachelor's degree preferred, but not required
• Strong interpersonal and communication skills, with the ability to build trust and rapport with clients

Responsibilities

• Consult 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 and adjust strategies as circumstances change
• Build and maintain a client network through referrals, community involvement, and professional associations

Benefits

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance
• Strong Earnings Potential: Combining first year income and unlimited upside.
• Significant bonus opportunity commensurate with outcomes.
• Life insurance.
• Retirement plan including a company-funded pension and PFGF (our version of a profit-sharing 401(k))

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree