Financial Planner

Job overview

The Financial Planner role is onsite in Saint Cloud, MN; compensation is not specified. Northwestern Mutual provides financial planning services and tools to help clients work toward their financial goals. The planner develops and implements personalized financial plans, helping clients understand their current position and plan for future goals. The role builds lasting client relationships and draws on training, mentorship, and collaboration with industry experts.

What you'll do

• Develop and implement financial plans
• help clients assess their current financial position and plan for future goals
• provide financial tools and support
• build client relationships and collaborate with industry experts.

What we're looking for

Skills & competencies

financial planner

financial planning

client relationships

financial goals

life insurance

disability insurance

annuities

mutual funds

saint cloud mn

northwestern mutual

training and mentorship

licensing reimbursement

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision insurance
• two funded pension plans
• life and disability insurance
• health care and dependent care reimbursement accounts
• adoption assistance
• licensing and ongoing education reimbursement.

Why this role

The posting describes in-depth training, ongoing mentorship, and stipends for training and licensing.

About the employer

Northwestern Mutual is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.