Financial Planner

Northwestern Mutual

Financial Planner role at Northwestern Mutual helping clients achieve their financial goals. Building relationships and developing tailored financial plans for individuals and businesses.

Posted 8/2/2026full-timeChesterfield • Montana • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning, client consultation, and insurance solutions, with a strong focus on building client relationships and providing ongoing support. Proficient in analytical thinking and effective communication to tailor financial strategies to meet client needs.

Highest-signal resume keywords

Financial PlanningClient ConsultationInsurance SolutionsInterpersonal SkillsAnalytical Thinking

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills

Strong Communication SkillsAbility To Build TrustRapport Building

Certifications & Qualifications

Series 6 LicenseSeries 63 LicenseState Insurance Licenses

Industry Keywords

Financial ServicesInsuranceBusiness DevelopmentClient NetworkingComprehensive Financial Plans

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits

Comp & perks

Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance