Recent Searches

You haven't searched anything yet.

1 Financial Planner Job in Carmel, IN

SET JOB ALERT
Details...
Northwestern Mutual
Carmel, IN | Full Time
$96k-119k (estimate)
2 Weeks Ago
Financial Planner
$96k-119k (estimate)
Full Time 2 Weeks Ago
Save

Northwestern Mutual is Hiring a Financial Planner Near Carmel, IN

Do you have a BIG WHY and VISION for you life?

Have you always wanted to be a business owner but didn't know how to start?

Do you feel stuck in your current role but want more out of your career?

Do you want more control over your calendar so you can focus on your family?

If you're passionate about helping others achieve their financial goals and are looking for a challenging and rewarding career in financial planning and investment management, we encourage you to apply for this position!

Our district in Carmel, IN is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll build your own financial planning practice where you'll have the opportunity to impact your clients in a real way and have unlimited earning potential. You will be able to control your calendar, your income and your future.

Responsibilities:

  • Build and maintain long-term relationships with clients by providing financial planning services
  • Conduct client meetings to assess their financial needs, goals, and risk tolerance
  • Develop and implement financial plans to help clients achieve their financial objectives
  • Provide investment advice and manage client portfolios to ensure they are aligned with their financial goals and risk tolerance
  • Stay up-to-date with the latest financial trends and developments to provide the best possible advice to clients
  • Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning advice
  • Meet regularly with clients to review their financial plans and make adjustments as necessary
  • Generate new business through networking and referrals

At Northwestern Mutual, we're committed to providing our Financial Advisors with the best possible training and support to help them succeed. Our award-winning training programs and mentorship culture are designed to help you build your skills and knowledge in financial planning and investment management. In addition, our highly collaborative culture encourages teamwork and knowledge sharing, so you'll have access to a network of experienced professionals who can provide guidance and support as you grow in your role.

Compensation & Benefits

  • Commission structure to support early development
  • Renewable income
  • Bonus programs and expense allowances
  • Support for insurance licensing, SIE, Series 7, Series 63, CFP®, and more
  • Retirement Package and Pension Plan
  • Medical, Dental, Vision, Life Insurance and Disability Income Insurance
  • Family Planning

You could be right for this opportunity if you have:

  • Entrepreneurial ambitions
  • History of success in sales, athletics, military, client services, or client-facing roles
  • Excellent communication and interpersonal skills
  • Strong attention to detail and ability to analyze complex financial data
  • Demonstrated ability to build and maintain client relationships
  • Excellent time-management skills
  • Desire for continuous learning
  • Legal authorization to work in the US without sponsorship

About Us

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Advisors are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Why join Northwestern Mutual:

  • Fortune 100 company (2023)
  • Forbes' Best Employers for Diversity (2018-2023)
  • 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 (2015-2023)
  • $224 billion3 (retail investment client assets held or managed)

Job Type: Full-time

Pay: $125,000.00 - $175,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Tuition reimbursement
  • Vision insurance

Compensation package:

  • Bonus opportunities
  • Commission pay

Schedule:

  • Choose your own hours

Ability to Commute:

  • Carmel, IN 46032 (Required)

Ability to Relocate:

  • Carmel, IN 46032: Relocate before starting work (Required)

Work Location: In person

Job Summary

JOB TYPE

Full Time

SALARY

$96k-119k (estimate)

POST DATE

05/01/2024

EXPIRATION DATE

08/28/2024

Show more

Northwestern Mutual
Full Time
$127k-160k (estimate)
Just Posted
Northwestern Mutual
Full Time
$95k-129k (estimate)
Just Posted
Northwestern Mutual
Full Time
$128k-158k (estimate)
Just Posted

The job skills required for Financial Planner include Products and Services, Planning, Attention to Detail, Financial Planning, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planner. Select any job title you are interested in and start to search job requirements.

For the skill of  Products and Services
PROLIM GLOBAL CORPORATION
Full Time
$49k-60k (estimate)
Just Posted
For the skill of  Planning
ViaQuest Home Health
Full Time
$74k-93k (estimate)
Just Posted
For the skill of  Attention to Detail
Jasper Engines
Full Time
$39k-50k (estimate)
Just Posted
Show more

The following is the career advancement route for Financial Planner positions, which can be used as a reference in future career path planning. As a Financial Planner, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planner. You can explore the career advancement for a Financial Planner below and select your interested title to get hiring information.

If you are interested in becoming a Financial Planner, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Planner for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Planner job description and responsibilities

Financial planners primarily assist with financial and lifestyle planning.

03/29/2022: Frankfort, KY

Budgeting and cash flow analysis.

02/21/2022: Pine Bluff, AR

These companies or consultants can offer advice, or may be registered to sell financial products.

02/18/2022: Montgomery, AL

Preparing and consolidating financial forecasts and models as required.

03/08/2022: Los Angeles, CA

Collect all documents required to create a complete financial plan.

02/03/2022: Jacksonville, FL

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Planner jobs

To obtain each of these licensures, the financial planner must complete a different set of education, examination, and work history requirements.

01/24/2022: Waco, TX

Financial planners are a specific subset of financial advisors who focus on meeting longer term financial goals.

02/15/2022: Milwaukee, WI

The subcategory of financial planning tends to track closely with the trend for financial advising as a whole.

02/28/2022: Pittsfield, MA

They’re familiar with all kinds of financial transactions and products to make sure they present the most profitable solutions to their clients.

03/08/2022: Lexington, KY

Gives a solid foundation for understanding types of financial circumstances and options.

03/27/2022: Bellingham, WA

Step 3: View the best colleges and universities for Financial Planner.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College
Show more