Financial Planner for Career Changers
11 days ago
Boca Raton
Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Why Career Changers Could Thrive Here: • You already have what it takes, people skills, perseverance, and a desire to make a difference., • We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services., • Youll be surrounded by a team thats walked the same path, people who once coached, built, designed, or taught before building their own financial practices.Our thriving office is located at: 1515 S Federal Highway, Suite 208 Boca Raton, FL 33432 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Irene Barish, Managing Director and Financial Advisor: • Time with NM: Since 2019, • Previous experience: Pediatric Intensive Care Unit Registered Nurse, with a strong background in critical decision-making, advocacy, and family care., • Passionate about: Spending time with her family, including her husband, a Fort Lauderdale firefighter and veteran, and their two sons, ice hockey and cheering on the Florida Panthers; hosting Sunday dinners with her entire family.Michael Velez, Growth Development Director:, • Time with NM: Since 2018, • Previous experience: Led teams in the call center industry, building a strong foundation in leadership, performance development, and team growth., • Passionate about: Helping others professionally and within the community; serving on the board of Florida Atlantic University; educating and empowering the Spanish community on financial options and financial freedom; prioritizing wellness through breathwork, sauna, and cold plunges; enjoying soccer (especially Real Madrid), tennis, and pickleball; married with two children.Caleb Posey, CFP, Financial Advisor:, • Time with NM: 4.5 years, • Previous experience: Accounting background, including auditing regional healthcare entities and prior experience in tax preparation., • Passionate about: Spending time with family and his girlfriend, Lia; staying active through pickleball; traveling locally and internationally; exploring new restaurants; spending time on or near the water; catching up on the latest TV series; training for the Lunar New Year Half Marathon in Biscayne Bay; watching Florida Panthers hockey, Miami Heat basketball, and playoff football. Francois Truong, Growth Development Director:, • Time with NM: 4 years, • Previous experience: Director of Player Development at Hard Rock Hotel and Casino, managing relationships with high-value clients and leading the Asian Marketing team to enhance client experience and market growth; ventures in real estate fix-and-flips and the fitness apparel industry., • Passionate about: Spending quality time with family through cooking, outings, and actively participating in his childrens sports practices; maintaining a healthy lifestyle through fitness and gym routines; exploring new culinary experiences and cooking new dishes.Craig Jay McLane, CFP, ChFC, CLTC, Wealth Management Advisor and Growth and Development Director:, • Time with NM: 9 years, • Previous experience: Joined Northwestern Mutual after graduating from the College of William and Mary, where he played collegiate baseball., • Passionate about: Spending time with his wife, son, cat Fin, and dog Leo; scuba diving; watching professional sports; hosting barbecues with friends; spending time on the water.About the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. 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 in finance, business, or a related field is preferred., • 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).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Flexible work from home options available.