Financial PLAnner

Company: Northwestern Mutual - Puget Sound
Location: Bellevue
Posted on: April 8, 2021

Job Description:

Our firm is seeking professionals to join our growing practice. Our representatives and advisors strive to understand their client's goals and dreams in order to develop comprehensive solutions that will help their clients reach financial success.--Even if you have no previous finance experience, we will help nurture and develop your sales and planning talents! (Our training program = Training Magazine's "Training Top 125 Award" winner).--You will be given the flexibility to build your own practice while receiving support and guidance from our firm's exceptional network of financial specialists, training and educational programs, and mentors. Our coaches and mentors will be there to guide and train you. The training program is 4 years long and is very comprehensive. We will sponsor you for industry licenses.

Earn compensation through stipends, commissions, bonuses, repeat business, and client retention. It allows you to control what you would want to earn at any given time in your career. To give you an idea of what our financial professionals are making on average for years 1-4 is $115,069, top 25% is $318,009 and top 10% is $619,797. We offer full comprehensive benefits including Health Insurance, dental, and two retirement plans.

Responsibilities:

Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
Create customized financial plans suitable for each client based on potential life changes and changing financial needs
Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
--- Financial Representatives execute our sales process with prospective and existing clients, which include: Prospecting, Telephoning, Approach, Fact-finding, Closing, and Follow Through. In addition to the recommendation process, Financial Representatives analyze a client's personal financial goals and create a written analysis. In conjunction with the analysis, the Representative provides specific recommendations as to which products would appropriately suit the client's expressed need within his/her budgetary constraints.

By joining our team, you'll have access to:
--- An award-winning training program to help you get started
--- Mentorship and professional development training throughout your entire career
--- A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards
--- Full financial support for professional designations and certifications for both your personal and professional business growth
--- The opportunity to pursue leadership and specialized roles
--- Exceptional income potential, as your hard work will directly relate to your sales results
--- Our financial representatives are compensated through commissions, bonuses, repeat business, and client retention
--- Comprehensive Planning Analysis tools, brokerage, and advisory platforms, as well as wealth management
--- Client Servicing, Product Sales Support, and Investment Solutions Support through our Financial Planning Services Team (FPS)
--- Compliance Operations through our Onsite compliance staff within the network office and compliance support in the home office

Qualifications:

Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
Superior customer service skills, math skills, relationship skills, and communication skills are preferred
Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
--- BA or BS degree from a four-year institution
--- Enterprising ambitions
--- Strong interpersonal skills
--- Self-motivated
--- History of personal success
--- Honest, ethical, and a strong sense of morality
--- Good communication skills
--- Enjoys working in a fast-paced, highly productive, value-driven environment

About Company:
Devotion to its policy owners has led Northwestern Mutual through nearly 160 years of industry success. Some of our accolades include:

At Northwestern Mutual, we're committed to mutual success. You'll find people with varied experiences and perspectives in an environment that emphasizes teamwork and collaboration.

#100 on Fortune 500 in 2017"World's Most Admired" Company in our Industry by FortuneTop 125 Companies for Training & Development (2009-2017)Top 10 Independent Broker-Dealer by Financial Planning Magazine ('05-'17)Top 50 Companies to Launch a Career with by Business Week from ('06-'17)Named one of the "50 Best Companies to Sell For" by Selling Power magazineNamed one of the "50 Best Places to Launch a Career" by BusinessWeek magazineHighest Financial Strength Ratings by Standard & Poor's, Moody's, Fitch ratings, and A.M. BestTop 5 independent broker-dealers

Keywords: Northwestern Mutual - Puget Sound, Bellevue , Financial PLAnner, Accounting, Auditing , Bellevue, Washington