Financial Planner Career Changer Opportunity
About The Position
This is a career changer opportunity at Loper District – Northwestern Mutual, a growing firm with a new office space and a culture being built from the ground up. The role offers a chance to be part of a transformative phase, with an emphasis on professional development and a clear path to leadership. The team is committed to giving back to the community, notably through the annual “Cure-Funding Golf Classic” which supports childhood cancer research. The office is located at 6715 N Palm Ave, Suite 116, Fresno, CA. Northwestern Mutual is a FORTUNE 500® company providing financial services to over 5 million people, operating as a mutual company since 1857 and recognized by FORTUNE® as one of the “World’s Most Admired” companies in 2024. The role of Financial Planner involves helping individuals and businesses achieve financial goals through personalized insurance solutions and financial planning, building long-term client relationships, and providing tailored financial solutions.
Requirements
- Previous experience in financial services, insurance or business development is beneficial but not required.
- Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Nice To Haves
- A bachelor's degree in finance, business, or a related field is preferred.
Responsibilities
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: 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
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: 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
Mid Level
Education Level
Associate degree
