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Financial Planners help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there.
Our Financial Planners receive in-depth training, ongoing mentorship, and partner with industry experts to best serve our clients from a collaborative, holistic approach to building lasting relationships with our clients. Products that support personalized financial planning include (but not limited to): life insurance, disability insurance, long-term care, variable and income annuities, mutual funds, ETF portfolios, stocks, bonds, CDs, and more.
This career offers you:
Can you see yourself helping others reach their financial goals?
Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you’d be a good fit? See how many of the characteristics below match up to you:
Comprehensive benefits package:
We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers.
Recent Awards and Accolades:
-FORTUNE 97
-Unsurpassed Financial Strength with total company assets of $290 billion.
-96% of policy owners stay year after year.
-Top 10 Independent Broker-Dealer. Financial Advisor Magazine.
-$161 billion client assets held or managed by Northwestern Mutual.
-The largest direct provider of life insurance in the US.
-4.6 million total clients.
-Industry leader in total dividend payout with over $6 billion.
Equal Employment Opportunity Policy:
Northwestern Mutual is an equal opportunity/affirmative action employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
The company prohibits discrimination based upon an individual's race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship status or veteran status or any other characteristics protected by law.
Full Time
$129k-150k (estimate)
02/28/2024
06/22/2024
elmaninsurance.com
San Jose, CA
<25
The job skills required for Financial Planner include Leadership, Financial Services, Financial Planning, 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.
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.