Financial Planner – Career Changer Opportunity

Job overview

The Financial Planner – Career Changer Opportunity role is onsite in Greensboro, NC. Compensation is $68,000–$98,000 per year, with performance incentives and no stated ceiling also described in the posting. Northwestern Mutual’s Greensboro office has a team of financial advisors focused on client service, growth, and community involvement. The planner builds long-term client relationships, develops financial plans, and recommends insurance strategies to help individuals and businesses pursue financial goals. Ongoing plan reviews and community networking support clients’ changing needs and the office’s growth.

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 adjust them as circumstances change
• build a client network through referrals, community involvement, and professional associations.

What we're looking for

Skills & competencies

full-time

financial planner

career changer

financial planning

insurance solutions

retirement planning

client relationships

greensboro nc

northwestern mutual

$68k–$98k per year

licensing support

mentorship

Work arrangement

• Weekend coverage required

Benefits & perks

• Performance bonus
• dental and health insurance
• vision insurance
• flexible schedule
• training and development
• advancement opportunities.

Why this role

The posting welcomes career changers and offers training, mentorship, and professional licensing support. A bachelor’s degree is preferred; previous financial services, insurance, or business development experience is beneficial but not required.

About the employer

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