Financial Planner Career Changer Opportunity
About The Position
Northwestern Mutual - Wilmington is seeking individuals to empower people and families to take control of their financial futures through personalized planning, values-based guidance, and meaningful relationships. Rooted in a culture of excellence and community, the company supports local organizations and maintains strong ties to the University of North Carolina Wilmington. This role is ideal for career changers who possess people skills, perseverance, and a desire to make a difference. The company provides training, mentorship, and professional licensing support to facilitate a confident transition into financial services. The office is located at 1111 Military Cutoff Road, Suite 251, Wilmington, NC 28405. Northwestern Mutual is a FORTUNE 500® company providing financial services to over 5 million people, operating as a mutual company answering to policyowners. It was founded in Wisconsin in 1857 and is recognized as one of America's top companies and one of FORTUNE’s “World’s Most Admired” life insurance companies in 2024.
Requirements
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
- Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Nice To Haves
- Previous experience in financial services, insurance, or business development is beneficial but not required.
- A bachelor's degree is preferred.
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 and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Benefits
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Competitive compensation structure including performance incentives, with no ceiling.
- Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Flexibility to create a schedule that fits your lifestyle and goals.
- Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
- Make a lasting impact by guiding individuals and families in your community towards financial security and success.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
