Northwestern Mutual is seeking new Financial Planner Trainees to join the growing practice. Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business or finance.

Financial Planners at Northwestern Mutual Wellesley help their clients build for the future through our holistic approach to financial planning. Each financial planner spends their days acquiring new clients while maintaining their book of clients. Northwestern Mutual's industry-leading training, mentors, and products give financial representatives everything needed to be successful.

Our award-winning training equips each financial planner with the necessary development, education, and skill building in order to be successful. With resources nationwide including mentors and leaders, you will be given every resource necessary in order to succeed.

Responsibilities:
As a Northwestern Mutual Financial Planner:

• Build—Work to build a client base by growing relationships with your network and developing 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—Take ownership of the development and management of the business as you master your craft. Review and maintain client financial plans, continuing to provide optimum advice for your client's needs

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 sales, athletics, the fine arts, military, client services, or client-facing roles
• Excellent time-management skills
• The desire for continuous learning
• Legal authorization to work in the US without sponsorship

Compensation & Benefits

• Commission structure that supports early development
• Renewable income
• Bonus programs and expense allowances
• Support for insurance licensing (LAH), SIE, Series 6, Series 63, CFP®, and more
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance

Job Type: Full-time

Pay: $65,000.00 - $110,000.00 per year

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Commission pay

Ability to commute/relocate:

• Boston, MA: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• What is your current Visa status?

Education:

• Bachelor's (Required)

Work Location: One location

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