Financial Planning Consultant Job at Northwestern Mutual, Richmond, VA

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  • Northwestern Mutual
  • Richmond, VA

Job Description

About the Company - Whether you have many years of experience in financial services or considering a career in finance for the first time, our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this rewarding and impactful career. Why join Northwestern Mutual:

-AAA Rated

-Fortune 97 company (2021)

-Glassdoor's best company to work for in America (2021)

-Forbes' Best Employers for Diversity (2018-2020)

-Top 10 US Independent Broker-Dealers1

-#1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness

-Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

Since 1857 , Northwestern Mutual has helped our clients worry less and live more through comprehensive and innovative financial planning. Now more than ever, clients value a trusting relationship with their advisors. We aim to meet candidates whose values align with our firm. We support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more.

About the Role - As a Northwestern Mutual Financial Professional:

Build — Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.

Educate — Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.

Influence — Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.

Own — Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

*We will provide you with all resources to help in your financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis - Estate Planning*

Here, hard work pays off.

Qualifications - You could be right for this opportunity if you have:

4-year degree; or equivalent professional work experience

Entrepreneurial ambitions

History of success in community leadership, military, sales client services, or client-facing roles

Desire for continuous learning

Legal authorization to work in the US without sponsorship

Equal Opportunity Statement - Our Financial Professionals are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Job Tags

Work experience placement,

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