Financial Planning Consultant
Northwestern Mutual - Richmond, VA
Apply NowJob Description
About the Company - Whether you have many years of experience in financial services or considering a career in finance for the first time, our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this rewarding and impactful career. Why join Northwestern Mutual:-AAA Rated-Fortune 97 company (2021)-Glassdoors best company to work for in America (2021)-Forbes Best Employers for Diversity (2018-2020)-Top 10 US Independent Broker-Dealers1-#1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness-Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)Since 1857, Northwestern Mutual has helped our clients worry less and live more through comprehensive and innovative financial planning. Now more than ever, clients value a trusting relationship with their advisors. We aim to meet candidates whose values align with our firm. We support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more.About the Role - As a Northwestern Mutual Financial Professional:Build "” Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.Educate "” Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.Influence "” Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.Own "” Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs.We will provide you with all resources to help in your financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis - Estate PlanningHere, hard work pays off.Qualifications - You could be right for this opportunity if you have:4-year degree; or equivalent professional work experienceEntrepreneurial ambitionsHistory of success in community leadership, military, sales client services, or client-facing rolesDesire for continuous learningLegal authorization to work in the US without sponsorshipEqual Opportunity Statement - Our Financial Professionals are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes!
Created: 2025-03-01