Financial Planner Career Changer Opportunity

Greater Hartford Wealth Management • West Hartford, CT

6d • $85,000 - $110,000 • Onsite

About The Position

As a Financial Planner at Northwestern Mutual, you will join a team helping individuals and businesses pursue their financial goals through personalized insurance solutions and financial planning. You will build long-term client relationships, understand each client’s needs, and provide tailored financial solutions. The firm describes its culture as collaborative, values-driven, and purpose-led, with training, mentorship, and professional licensing support available to career changers. The office is located at 29 S Main St. Ste 201, West Hartford, CT 06107.

Requirements

• A 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, 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 that include 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 network of clients through referrals, community involvement, and professional associations.

Benefits

• Performance-based bonus and performance incentives, with no stated ceiling on income potential.
• Company parties.
• Dental insurance.
• Flexible schedule.
• Health insurance.
• Opportunity for advancement.
• Training and development.
• Vision insurance.
• Ongoing professional development programs, including sponsorship for advanced certifications.
• Support from a dedicated planning team, marketing resources, and experienced mentors.
• Flexibility to create a schedule that fits your lifestyle and goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level