Financial Planner with Banking and Finance Experience
11 days ago
Springfield
Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Leverage Your Financial Background for a Rewarding Career: Your experience in banking or financial services has equipped you with strong client relationship skills, financial acumen, and a commitment to helping others make sound decisions. At Northwestern Mutual, you can take those same strengths to the next level by building your own practice and guiding clients toward long-term financial security., • Build Direct Client Relationships: In this role, youll work directly with clients, not just processing transactions, but creating personalized financial strategies that help them achieve their goals and protect what matters most., • Make a Meaningful Impact: Youve seen firsthand how important financial planning is to peoples lives. Here, youll have the opportunity to make a lasting difference by helping individuals, families, and business owners plan for every stage of life, from saving for education to preparing for retirement., • Unlimited Growth Potential: Unlike many traditional banking or corporate finance roles, your growth here isnt capped. Your drive and discipline determine your success, with opportunities for leadership, ownership, and unlimited earning potential., • A Rewarding Career Path: Transition to a career where you can build long-term client relationships, make a real impact, and create a legacy of financial confidence, all while using your industry expertise in a more fulfilling way.Our thriving offices are located:, • Lincoln office: 2201 Woodlawn Road Lincoln IL 62656, • Pittsfield office: 311 W Washington Street Pittsfield IL 62363, • Jacksonville office: 606 E State Street Jacksonville IL 62650, • Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704Meet Our Leaders: D. Patrick Scheina, CLU Managing Director and Wealth Management Advisor: • Time with Northwestern Mutual: 22 years, • Previous Experience: Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science., • Outside Interests: Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peters Catholic Church, and Patrick also serves on the Sangamon County CEO Board.Eli Cook Growth and Development Director:, • Time with Northwestern Mutual: 11 years, • Previous Experience: Began his career with Northwestern Mutual as a College Financial Representative in 2014 and has grown within the organization ever since., • Outside Interests: Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting.Brent Shunk Private Wealth Advisor:, • Time with Northwestern Mutual: 38 years, • Previous Experience: Brent has spent his entire career with Northwestern Mutual., • Outside Interests: Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night.Austin Shunk Private Wealth Advisor:, • Time with Northwestern Mutual: 13 years, • Previous Experience: Austin has built his entire professional career with Northwestern Mutual., • Outside Interests: Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking.Sheila Davidsmeyer Financial Advisor:, • Time with Northwestern Mutual: Over 27 years, • Previous Experience: Sheila began her career at Northwestern Mutual in 1998 as an Associate Financial Representative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University., • Outside Interests: Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL.Key Responsibilities:, • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is highly preferred, but not required., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.