Financial Planner - Veteran Career Transition

Northwestern Mutual - Buffalo District • Town of Amherst, NY

6d • $87,000 - $110,000

About The Position

Northwestern Mutual's Buffalo District is seeking a Financial Planner to help individuals and businesses achieve financial goals through personalized insurance solutions and financial planning. The planner will learn about each client's needs, develop tailored strategies, and build long-term client relationships. Prior financial-services experience is not required; training and sponsorship are available for required licenses. The role is presented as a career transition opportunity for veterans, though people transitioning from other careers are also welcomed.

Requirements

• Strong interpersonal and communication skills, with the ability to build trust and rapport with clients.
• Willingness to obtain required licenses, including Series 6, 63, and state insurance licenses; training and sponsorship are available.

Nice To Haves

• A bachelor's degree is preferred but not required.
• Military experience or experience transitioning from another career may be relevant; no prior financial-services experience is required.

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

• Strong earnings potential combining first-year income with unlimited upside.
• Significant bonus opportunity commensurate with outcomes.
• Dental insurance.
• Health insurance.
• Life insurance.
• Retirement plan including a company-funded pension and PFGF, the company's version of a profit-sharing 401(k).
• Vision insurance.
• Flexible schedule.
• Company parties.
• Opportunity for advancement.
• Training and development.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed