Financial Planner — Healthcare Background
Compensation
$74k – $93k /yr
Employment type
Full-time
Work setting
On-site
Location
Springfield, IL
Schedule
Day shift
Posted
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Job overview
The Financial Planner role is onsite in Springfield, IL, with additional offices listed in Lincoln, Pittsfield, and Jacksonville, IL. Pay is $74,000–$93,000 per year. Northwestern Mutual - Central Illinois invites healthcare professionals to apply their experience in financial services and client planning. The planner builds client relationships and develops financial plans addressing investments, insurance, and retirement. The role helps clients navigate financial decisions at important life stages and provides ongoing support as their circumstances and goals change.
What you'll do
- Consult with clients about financial goals and concerns
- develop plans covering investments, insurance, and retirement
- recommend and implement insurance strategies
- monitor plans and provide updates
- build a client network through referrals, community involvement, and professional associations.
What we're looking for
- Skills & competencies
- financial plannerfull-timespringfield illincoln ilpittsfield iljacksonville il$74,000–$93,000/yearhealthcare backgroundclient relationshipsfinancial planninginsurance solutionsretirement planning
- Work arrangement
- Weekend coverage required
Benefits & perks
- Retirement plan, performance-based bonus, dental and health insurance, vision insurance, training and development, and opportunity for advancement.
Why this role
A bachelor’s degree is preferred but not required; training and sponsorship are available for required Series 6, Series 63, and state insurance licenses.
About the employer
Northwestern Mutual - Central Illinois is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: e55e5f7f-2194-4fcb-b082-c0b5f19db500