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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/where 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 St. Cloud, Minnesota 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:
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
You could be right for this opportunity if you have:
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:
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
$91k-114k (estimate)
06/02/2024
06/27/2024
elmaninsurance.com
San Jose, CA
<25
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.
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Quotes from people on Financial Planner job description and responsibilities
Financial planners primarily assist with financial and lifestyle planning.
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Budgeting and cash flow analysis.
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These companies or consultants can offer advice, or may be registered to sell financial products.
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Preparing and consolidating financial forecasts and models as required.
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Collect all documents required to create a complete financial plan.
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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.
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Financial planners are a specific subset of financial advisors who focus on meeting longer term financial goals.
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The subcategory of financial planning tends to track closely with the trend for financial advising as a whole.
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They’re familiar with all kinds of financial transactions and products to make sure they present the most profitable solutions to their clients.
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Step 3: View the best colleges and universities for Financial Planner.