Northwestern Mutual

Financial Planner – Healthcare Background

Northwestern Mutual

full-time

Posted on:

Location Type: Hybrid

Location: Troy • Missouri • United States

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Salary

💰 $84,000 - $95,000 per year

About the role

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

Requirements

  • A bachelor's degree is highly preferred, but not required
  • Previous experience in financial services, insurance or business development is beneficial but not required
  • Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients
  • If not already obtained, the position offers sponsorship and resources provided to obtain necessary licenses, such as Michigan LAH, SIE, Series 6, 7, 63, and CFP.
Benefits
  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
  • Comprehensive Medical Coverage, including Group Life and Disability Insurance and Parental Benefits
  • Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future
  • Flexibility to create a schedule that fits your lifestyle and goals
  • Access to ongoing training and development programs, including sponsorship for Licensing/Credentialing
  • Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planninginvestment strategiesinsurance strategiesretirement planninganalytical thinking
Soft Skills
interpersonal skillscommunication skillstrust buildingrapport building
Certifications
Michigan LAHSIESeries 6Series 7Series 63CFP