What are the responsibilities and job description for the Financial Planner Veteran position at Northwestern Mutual - Melville?
Here's my Nationwide Veterans Recruiting video.
Entrepreneurship while making an impact:
https://www.youtube.com/watch?v=7qENT2Ydpn8
Hello, I'm Robb, a Marine Corps Veteran and Wealth Management Advisor, I have found a parallelled purpose working in Wealth Management and Financial Planning. I'm building a team of Long Island and NYC Veterans to help serve our community. Veterans deserve the excellent planning we can provide to help them see what's possible. Northwestern Mutual is passionate about helping our fellow veterans achieve financial success. That's why we're looking for motivated and result-driven Veterans to join our firm.
As a Financial Planner and Wealth Management Advisor, you'll have the opportunity to use your financial expertise and leadership skills to make a positive impact on the lives of our clients. You'll work closely with them to develop personalized financial plans that meet their specific needs and goals, including retirement planning, wealth management, and risk management strategies.
If this or the below information resonates with you, submit your resume for consideration into our selection process.
If you’ve considered starting a business, this may what you’re looking for. As a Financial Planner, you will work with individuals, families, and small businesses to help them protect and grow their financial future. The work you do is valuable, impactful and aligns with the values that we both share.
- Make an impact on the community, people’s lives, and the communities you care for by providing paths to financial stability and peace of mind.
- Benefit from a Nationally recognized Training and Development program with a well-defined leadership path that integrates education, experiential learning, and mentorship.
- Experience the power of independence and flexibility – with the freedom to live the life you want to live.
- Working for yourself alongside other driven, competitive, hardworking people who support you being your best every day.
How will you build your business? You will…
- Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications.
- Establish impactful networks in the community and learn how to authentically build referral connections.
- Develop and maintain long-term client relationships (our average client relationship is over 40 years.)
- Provide customized financial strategies and solutions through factfinding and holistic financial planning.
- Broaden and deepen your skillset through ongoing professional development and joint work – experiential learning.
- The opportunity to design your roadmap to leadership and specialized roles.
- Be rewarded
Who do you need to be?
- Dependable, consistent, full of integrity and honesty.
- Excellent communicator and relationship builder.
- A driven, independent, self-motivated, and goal-oriented person.
- Growth minded, coachable with strong desire for long term success.
Who we are.
- Unsurpassed Financial Strength, Financial Ratings the highest in any industry
- Fortune’s 2025 Worlds Most Admired Companies, #1 in our class
- Top 5 Independent Broker-Dealer
- Ranked 112 on the esteemed FORTUNE 500 list
- $400 million donated through the NM Foundation
- 455,000 hours donated toward Children’s Cancer Research
- Countless volunteer hours toward local initiatives
- A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.
At Northwestern Mutual we believe that everyone deserves to spend their lives living’ and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living!
Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!
Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for 165 years and has a proven track record of financial success.
Job Type: Full-time
Benefits:
- Dental insurance
- Employee assistance program
- Employee discount
- Financial planning services
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Work Location: In person