Financial Planner with Military Background
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
Option for remote
Compensation
$86,000-$120,000/year
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Wengzn District of Northwestern Mutual is seeking to onboard a new Financial Planner to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office.
Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: https://youtu.be/7qENT2Ydpn8
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 policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Our office is located at: 555 Long Wharf Dr New Haven, CT 06511
Meet Mike, Managing Director:
For the past eight years, Mike has built a successful career as a wealth management advisor at Northwestern Mutual, with a strong focus on growth, mentorship, and making a meaningful impact. Over the last four years, he has excelled in leadership, discovering a true passion for guiding and developing others. Now, Mike is excited to step into his next chapter as he takes on the role of Managing Director of the New Haven District Network office, bringing his vision, energy, and commitment to success to a new level. Outside of work, Mike and his wife enjoy a busy and fulfilling family life with their three daughters. Whether they’re spending time on their boat in Westbrook or cheering on their girls in their many activities and sports, their days are full of energy, adventure, and making lasting memories together.
Position Overview: As a Financial Planner you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:
- Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.
- Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.
- Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
- Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
- Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.
What Our Representatives Value:
- Potential for abundant, consistent, and predictable results.
- A collaborative, high-support team environment, fostering growth and camaraderie.
- Full business development process training and support for seamless operations.
- Proven operational systems and cutting-edge technology for enhanced agent efficiency.
- Achieving high performance while maintaining a great quality of life.
- A company experiencing rapid growth, offering leadership opportunities for top performers.
Candidate Characteristics:
- Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
- People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
- Savvy communicators who find joy in simplifying complex decisions for others.
- Generous souls who gladly treat others without hesitation.
- Ambitious thinkers who embrace boundless opportunities and possibilities.
- Advocates for teamwork and cooperation, where everyone contributes equally.
- Passionate about their work, yet approachable and good-natured in their demeanor.
Benefits:
- Strong Earnings Potential: Combining first year income and unlimited upside.
- Significant bonus opportunity commensurate with outcomes.
- Dental insurance.
- Health insurance.
- Life insurance.
- Retirement plan.
- Vision insurance.
Education:
- Bachelor's Degree (strongly preferred)
If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required.
This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.
Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mike Wengzn is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Compensation: $86,000.00 - $120,000.00 per year
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
FAQs About Financial Planner with Military Background Jobs at The Wengzn District
What is the work location for this position at The Wengzn District?
This job at The Wengzn District is located in New Haven, Connecticut, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at The Wengzn District?
Candidates can expect a pay range of $86,000 and $120,000 per year.
What employment applies to this position at The Wengzn District?
The Wengzn District lists this role as a Full-time position.
What experience level is required for this role at The Wengzn District?
The Wengzn District is looking for a candidate with "Senior-level" experience level.
Does The Wengzn District allow remote work for this role?
Yes, this position at The Wengzn District supports remote work, giving candidates the flexibility to work outside the primary office location.
What benefits are offered by The Wengzn District for this role?
The Wengzn District offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at The Wengzn District?
You can apply for this role at The Wengzn District either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.