Financial Planner - Career Changer Opportunity

Northwestern Mutual of Rochester · United States

Benefits:

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

• You already have what it takes, people skills, perseverance, and a desire to make a difference.
• We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
• You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.

• Time with NM: 5.5 years
• Prior to NM: Athletic Director, Coach, Teacher, and Mentor at a college
• Passionate About: Golfing, boating, dogs, family, lake life, and good food

• Time with NM: 25 years
• Prior to NM: Professional baseball
• Passionate About: Family, faith, fitness, fun, Canandaigua Lake, sports, concerts, and coaching

• Time with NM: 4.5 years
• Prior to NM: Intern at the University of Dayton
• Passionate About: Hockey, softball, family, the Bills, fun, friends, and hunting

• Time with NM: 6 years
• Prior to NM: Intern at SUNY Brockport
• Passionate About: My son and husband, my family, my horses, farm life, and traveling with friends

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

• Education: A bachelor's degree in finance, business, or a related field is preferred.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.