Financial Planner, Career Changer Opportunity

Job overview

The Financial Planner role is onsite, with the listing based in Macomb, IL; the posting identifies the local office at 936 Broadway St, Suite E, Quincy, IL. The stated compensation range is $62,000–$82,000 per year. Hlubek District–Northwestern Mutual describes a mission of helping people discover and achieve what is possible and supporting community financial security. The planner works with individuals and businesses to understand financial goals and develop personalized plans involving investments, insurance, and retirement. Ongoing client support and community networking help clients adjust strategies as their circumstances change.

What you'll do

• Consult with clients about financial goals, aspirations, and concerns
• develop financial plans involving investments, insurance, and retirement
• recommend and implement insurance strategies to protect assets and income
• monitor plans and provide updates, adjusting strategies as needed
• build a client network through referrals, community involvement, and professional associations.

What we're looking for

Skills & competencies

financial planner

career changer

financial planning

insurance solutions

retirement planning

client relationships

macomb il

quincy il office

northwestern mutual

full-time

$62k–$82k/year

training and mentorship

Work arrangement

• Weekend coverage required

Benefits & perks

• Performance incentives
• dental, health, and vision insurance
• flexible schedule
• training and development
• advancement opportunities
• licensing support
• mentorship
• professional development and advanced-certification sponsorship.

Why this role

Training, mentorship, and professional licensing support are available for career changers. Necessary licenses may include Series 6, Series 63, and state insurance licenses; training and sponsorship are available.

About the employer

Hlubek District - Northwestern Mutual is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.