Financial Planner - Educators Welcome

The Harrington District - Northwestern Mutual•Pleasant Valley Township, IA

4d•$72,000 - $85,000•Onsite

About The Position

The Financial Planner helps individuals, families, and business owners make informed financial decisions through personalized planning and insurance strategies. The role involves understanding each client’s goals, building long-term relationships, and creating customized solutions to support financial confidence. The position is presented as an opportunity for people from education and other relationship-focused careers to build a practice with training, mentorship, licensing preparation, marketing, and planning support. Financial Advisors are considered independent contractors for income tax purposes.

Requirements

Strong communication, interpersonal, and problem-solving skills.
Ability to build trust and develop lasting client relationships.
Willingness to obtain required FINRA and state insurance licenses; training is provided.

Nice To Haves

A bachelor’s degree is preferred; relevant military or equivalent professional experience will also be considered.
Experience in education, sales, business development, financial services, insurance, leadership, or another relationship-focused profession is helpful but not required.

Responsibilities

Build trusted relationships with new and existing clients.
Understand clients’ financial goals, priorities, and concerns.
Develop personalized financial plans that may include investments, insurance, retirement, and wealth accumulation strategies.
Recommend insurance solutions to help protect income, assets, and loved ones.
Provide ongoing guidance by reviewing and updating plans as clients’ lives evolve.
Grow a practice through referrals, networking, and community involvement.