Financial Planning Consultant
Northwestern Mutual · Fishers, Indiana, United States
FULL TIMEpermanent
Job Description
Are you looking for a career that combines relationship-building, entrepreneurship, and the opportunity to make a meaningful impact in people's lives?As a Financial Planning Consultant with Northwestern Mutual, you'll help individuals, families, and business owners make informed financial decisions through personalized financial planning. You'll work closely with clients to understand their goals, develop strategies, and provide guidance that helps them build financial security and confidence for the future.Whether you're an experienced professional, a recent graduate, or exploring a career change, our award-winning training and development program will give you the tools, mentorship, and support needed to build a successful practice.
Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.
What You'll Do:Build RelationshipsDevelop meaningful connections within your community and establish trusted relationships with clients. Help individuals and families navigate important financial decisions throughout their lives.Deliver Financial GuidanceAssist clients in creating personalized strategies for wealth accumulation, risk management, retirement planning, education funding, and financial protection.Grow Your ExpertiseReceive comprehensive training, licensing support, ongoing coaching, and access to industry-leading resources that help you develop into a trusted financial professional.Build Your Own PracticeOperate with the flexibility and independence of a business owner while leveraging the support, technology, brand, and resources of Northwestern Mutual.
Areas of Financial PlanningInvestment and Advisory ServicesRetirement PlanningAsset ProtectionIncome ProtectionEducation FundingEstate and Trust PlanningBusiness Planning and Risk ManagementWealth Accumulation StrategiesWhat We OfferCompetitive compensation with performance-based earningsComprehensive training and mentorshipSupport for insurance and securities licensingAccess to experienced leaders and industry mentorsFull comprehensive benefitsRetirement package and pension planIdeal BackgroundsWe are interested in individuals who have demonstrated success in:Sales or business developmentClient-facing or relationship management rolesLeadership positionsAthletics or competitive environmentsMilitary serviceEducation, coaching, or mentoringEntrepreneurship
Why Northwestern Mutual?For over 165 years, Northwestern Mutual has helped clients achieve financial security through a comprehensive planning approach. xzbcwsv As a Financial Planning Consultant, you'll have the opportunity to build a rewarding career, create lasting client relationships, and make a positive impact in your community while growing your own business.
Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.
What You'll Do:Build RelationshipsDevelop meaningful connections within your community and establish trusted relationships with clients. Help individuals and families navigate important financial decisions throughout their lives.Deliver Financial GuidanceAssist clients in creating personalized strategies for wealth accumulation, risk management, retirement planning, education funding, and financial protection.Grow Your ExpertiseReceive comprehensive training, licensing support, ongoing coaching, and access to industry-leading resources that help you develop into a trusted financial professional.Build Your Own PracticeOperate with the flexibility and independence of a business owner while leveraging the support, technology, brand, and resources of Northwestern Mutual.
Areas of Financial PlanningInvestment and Advisory ServicesRetirement PlanningAsset ProtectionIncome ProtectionEducation FundingEstate and Trust PlanningBusiness Planning and Risk ManagementWealth Accumulation StrategiesWhat We OfferCompetitive compensation with performance-based earningsComprehensive training and mentorshipSupport for insurance and securities licensingAccess to experienced leaders and industry mentorsFull comprehensive benefitsRetirement package and pension planIdeal BackgroundsWe are interested in individuals who have demonstrated success in:Sales or business developmentClient-facing or relationship management rolesLeadership positionsAthletics or competitive environmentsMilitary serviceEducation, coaching, or mentoringEntrepreneurship
Why Northwestern Mutual?For over 165 years, Northwestern Mutual has helped clients achieve financial security through a comprehensive planning approach. xzbcwsv As a Financial Planning Consultant, you'll have the opportunity to build a rewarding career, create lasting client relationships, and make a positive impact in your community while growing your own business.
Details
| Company | Northwestern Mutual |
| Location | Fishers, Indiana, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |

