Financial Planner

Base pay range

$/yr - $/yr

We are seeking highly motivated individuals to build a financial planning business in our St. Cloud office. Financial Planners will be responsible for providing clients with expert financial advice and services to help them achieve their financial goals. This role involves building lasting relationships, assessing the financial needs of clients, creating customized financial plans, and influencing the alignment of client behaviors to their intentions.

Comprehensive training and ongoing professional development will be provided to ensure your success and growth within our organization.

• Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims.
• Analyze clients' financial needs and prepare reports on their current financial situation.
• Provide life-changing financial advice that aligns with clients' goals.
• Develop personalized financial plans based on the assessment of clients' financial needs.
• Recommend risk (insurance) and wealth (investment) products, retirement plans, tax strategies, and other financial services.
• Regularly update and adjust financial plans to account for changes in clients' lives, income, and expenses.

• Provide guidance on investment opportunities.
• Monitor market trends and adjust investment portfolios as necessary.

• Maintain long-term relationships with clients by providing exceptional service and regular follow-up.
• Educate clients about financial planning, investment opportunities, and market conditions.
• Keep clients informed about their investments and any changes that might affect their financial situations.

• Ensure all financial planning activities comply with regulatory standards and company policies.
• Maintain client confidentiality and act with integrity and professionalism at all times.

• Bachelor's degree in preferred, Associates is acceptable.

• No previous experience needed! We believe in training and developing our Financial Planners.
• Proven track record of success.

• Strong analytical and critical-thinking skills.
• Excellent communication and interpersonal skills.

• Drive, autonomy, and ability to implement feedback.
• Alignment to firm values of Growth, Fun, Family, Impact, Integrity, and Purpose.
• Detail-oriented with strong organizational skills.
• Proactive and self-motivated with a client-first mindset.
• You are a business owner!
• Inclusive environment to grow yourself personally and professionally.
• Commissions, activity-based incentives in the first six months, renewals, and ownership of the investment business you build.
• Health, dental, and vision insurance.
• Short-term and long-term life and disability insurance.
• Fully funded retirement plans.
• Comprehensive training and ongoing professional development.

• Paid-for licensing for insurance and investment licenses.
• A comprehensive onboarding program to familiarize you with the company's systems, processes, and financial products.
• Detailed initial training on our financial planning process, tools, and philosophies.

• A two-year National Training Program to build financial professionals in business ownership, sales acumen, and client building.
• Access to a mentor and joint-work partners for guidance and support as needed.
• Feedback rich environment with regular coaching and development.

Mid-Senior level

Full-time

Sales, Finance, and General Business

Referrals increase your chances of interviewing at Northwestern Mutual by 2x