Financial Services Military Transition Opportunity

Northwestern Mutual - Poughkeepsie•City of Poughkeepsie, NY

8d•$87,000 - $125,000•Onsite

About The Position

This opportunity is for veterans, transitioning service members, National Guard/Reserve members, and military spouses interested in building a financial planning practice with Northwestern Mutual – Poughkeepsie. The role focuses on developing client relationships and providing comprehensive financial planning through insurance and investment solutions. A finance background is not required; the organization emphasizes leadership, discipline, relationship-building, and commitment to serving clients. The team offers training and mentorship, support toward required professional licenses—including Series 6, Series 63, and state insurance licenses—with sponsorship provided, and guidance for building client relationships and an independent practice. The position offers a team environment with structure and accountability, while allowing individuals to build a business around their goals, strengths, and networks. Compensation is performance-based with no stated earning ceiling.

Requirements

A four-year college degree.
Strong communication and relationship-building skills.
Willingness to complete a Culture Index assessment as part of the interview process.
The opportunity is aimed at veterans, transitioning service members, National Guard/Reserve members, and military spouses.

Nice To Haves

A finance background is not required; military leadership, discipline, mission-focused thinking, and care for others are presented as transferable strengths.

Responsibilities

Build and develop client relationships and a financial planning practice.
Provide financial planning solutions through insurance and investments.
Earn client trust, follow through, and adapt to changing client needs.
Complete required professional licensing, with company support and sponsorship.
Participate in training, mentorship, and the interview Culture Index assessment.