Verified Job
Accounting - Finance
Financial Planner (Mentorship and Full Training Included)
Accounting - Finance
#690652
Remote / WFH
Job Description
Full job description
This is an opportunity for someone that is looking to start their own business in the financial planning space.
As business owners, Financial Representatives at Northwestern Mutual Goodwin Wright help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
Responsibilities:
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Qualifications:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
Legal authorization to work in the US without sponsorship
Compensation and Benefits:
Performance-based earnings and revenue; 1099 Commission + W2 Benefits Medical, Dental, Vision and a double-retirement plan (average annual earnings of $90K-$250K; based on 2020-2025 company average for representatives in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
NM-Funded Retirement Package and Pension Plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
Why Join Northwestern Mutual:
Fortune 500 company (2025)
Forbes’ Best Employers for Diversity
Top 10 US Independent Broker-Dealers
#1 Amongst Life Insurers Most Admired Companies for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
$404 billion retail investment client assets held or managed by Northwestern Mutual
Pay: $97,037.89 - $192,776.81 per year
Benefits:
Dental insurance
Health insurance
Life insurance
Referral program
Retirement plan
Vision insurance
Education:
Bachelor's (Required)
Ability to Commute:
Duluth, GA 30096 (Required)
Work Location: In person
This is an opportunity for someone that is looking to start their own business in the financial planning space.
As business owners, Financial Representatives at Northwestern Mutual Goodwin Wright help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
Responsibilities:
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Qualifications:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
Legal authorization to work in the US without sponsorship
Compensation and Benefits:
Performance-based earnings and revenue; 1099 Commission + W2 Benefits Medical, Dental, Vision and a double-retirement plan (average annual earnings of $90K-$250K; based on 2020-2025 company average for representatives in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
NM-Funded Retirement Package and Pension Plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
Why Join Northwestern Mutual:
Fortune 500 company (2025)
Forbes’ Best Employers for Diversity
Top 10 US Independent Broker-Dealers
#1 Amongst Life Insurers Most Admired Companies for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
$404 billion retail investment client assets held or managed by Northwestern Mutual
Pay: $97,037.89 - $192,776.81 per year
Benefits:
Dental insurance
Health insurance
Life insurance
Referral program
Retirement plan
Vision insurance
Education:
Bachelor's (Required)
Ability to Commute:
Duluth, GA 30096 (Required)
Work Location: In person
