Financial Planner
Northwestern Mutual - Puget Sound
Seattle, WA US
Posted ago
Northwestern Mutual - Puget Sound

Our firm is seeking professionals to join our growing practice. Our representatives and advisors strive to understand their client's goals and dreams in order to develop comprehensive solutions that will help their clients reach financial success. Even if you have no previous finance experience, we will help nurture and develop your sales and planning talents! (Our training program = Training Magazine's "Training Top 125 Award" winner). You will be given the flexibility to build your own practice while receiving support and guidance from our firm's exceptional network of financial specialists, training and educational programs, and mentors. Our coaches and mentors will be there to guide and train you. The training program is 4 years long and is very comprehensive. We will sponsor you for industry licenses.

Earn compensation through stipends, commissions, bonuses, repeat business, and client retention. It allows you to control what you would want to earn at any given time in your career. To give you an idea of what our financial professionals are making on average for years 1-4 is $115,069, top 25% is $318,009 and top 10% is $619,797. We offer full comprehensive benefits including Health Insurance, dental, and two retirement plans.

Responsibilities

  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities

Qualifications

  • 4-year College Degree or higher
  • A pleasant attitude and dependable judgment
  • Values of integrity and honesty
  • Excellent communicator and relationship builder
  • Ability to work independently with a go-getter mindset

Compensation
$115,000 +
About Northwestern Mutual - Puget Sound

Devotion to its policy owners has led Northwestern Mutual through nearly 160 years of industry success. Some of our accolades include:

At Northwestern Mutual, we’re committed to mutual success. You’ll find people with varied experiences and perspectives in an environment that emphasizes teamwork and collaboration.

  • #100 on Fortune 500 in 2017
  • "World's Most Admired" Company in our Industry by Fortune
  • Top 125 Companies for Training & Development (2009-2017)
  • Top 10 Independent Broker-Dealer by Financial Planning Magazine ('05-'17)
  • Top 50 Companies to Launch a Career with by Business Week from ('06-'17)
  • Named one of the “50 Best Companies to Sell For” by Selling Power magazine
  • Named one of the "50 Best Places to Launch a Career" by BusinessWeek magazine
  • Highest Financial Strength Ratings by Standard & Poor’s, Moody’s, Fitch ratings, and A.M. Best
  • Top 5 independent broker-dealers

APPLY NOW
Acceptable file formats include .doc, .docx, .pdf, .txt.
By applying, you consent to WizeHire's Privacy Policy.