Financial Planner Career Changers Wanted

Northwestern Mutual - Poughkeepsie•City of Poughkeepsie, NY

8d•$98,000 - $150,000•Onsite

About The Position

Northwestern Mutual – Poughkeepsie is seeking motivated, accomplished professionals interested in changing careers and pursuing an entrepreneurial path in financial services. Prior industry experience is not necessary. The firm provides training, guidance, ongoing support, mentorship, and assistance while working toward required professional licenses. The role offers an opportunity to build client relationships and develop an independent financial planning practice, supported by a collaborative team and an advisor support platform. The firm takes a holistic approach to insurance and investments to help clients pursue financial security. Compensation is performance-based with uncapped earning potential, and the business can be shaped around the advisor’s goals, strengths, and network. The office is located at 2515 South Road, 2nd Floor, Poughkeepsie, NY 12601. The opportunity may suit people who value mentorship, community involvement, meaningful client relationships, personal growth, and long-term ownership of their professional practice.

Requirements

A four-year college degree.
Strong interpersonal and communication skills.
Willingness to complete a Culture Index assessment as part of the interview process.

Nice To Haves

Motivation to pursue an entrepreneurial path and build a long-term professional practice.
Interest in mentorship, community involvement, meaningful client relationships, performance, and personal growth.
Prior financial services experience is not necessary.

Responsibilities

Build client relationships and develop a financial planning practice.
Help clients pursue financial security through personalized planning involving insurance and investments.
Work toward required professional licenses.
Use available training, mentorship, team support, and guidance to develop the business.