Associate Financial Planner

Full Time
Hagerstown, MD
Posted
Job description

Northwestern Mutual - Frederick

Financial Representatives at Northwestern Mutual- Frederick help their clients live more and worry less through our personalized approach to financial planning. As business owners, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.

Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:

Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis

As a Northwestern Mutual Financial Representative:

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 and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

Compensation & Benefits

  • Commission structure to support early development
  • Renewable income
  • Bonus programs and expense allowances
  • Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
  • Retirement Package and Pension Plan
  • Medical, Dental, Vision, Life Insurance, and Disability Income Insurance
  • Family Planning

You could be right for this opportunity if you have:

  • Entrepreneurial ambitions
  • History of success in sales, athletics, 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

Are you ready to change your life and the lives of your clients? Apply now!

About Us

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives have valued partners and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Why join Northwestern Mutual:

  • #90, Fortune 100 company (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)
  • $224 billion3 (retail investment client assets held or managed)

Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021.

To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

Combined client assets of NMIS and NMWMC as of June 30, 2021

Northwestern Mutual Financial Representatives' income is based solely on production.

Compensation:

$60,000 - $120,000

Responsibilities:
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Serve as a collaborative team player willing to further development through continued training opportunities
Qualifications:
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

  • Someone who builds relationships centered on trust, open communication, and transparency
  • The courage and ability to have difficult conversations when needed
  • A commitment to ongoing learning, including staying current on financial news, laws, and the impacts on their clients
  • Someone who is proactive and focused on providing excellent customer service

About Company


Northwestern Mutual was named one of the "World's Most Admired Companies" in its industry according to FORTUNE magazine's annual survey, published January 2019. We have been among the leaders in the financial services industry for nearly 165 years and have a proven track record of financial success.

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