Financial Planner

Full Time
Providence, RI 02908
$80,000 - $95,000 a year
Posted Today
Job description

Job Description

You will advance your knowledge of financial planning and wealth management to become a trusted Financial Planner. Through our personal and professional development training, you will not only learn how to build and maintain relationships within your community, but you will also have the opportunity to make an impact on the lives of others by helping them enjoy financially secure lives.

Responsibilities and Duties

By joining our team, you will have the opportunity to partner with experienced financial representatives, advisors, and professional office staff to help grow your personal practice. You will see the independent and entrepreneurial spirit that our financial representatives exhibit as you indulge in our innovative, supportive, and committed company culture.

· Obtain licenses for Life, Accident, & Health Insurance, and Series 6/63 financed by Northwestern Mutual

· Ability to become a Certified Financial Planner (CFP) sponsored by Northwestern Mutual

· Participate in personal and professional training and development meetings

· Personalized business coaching and mentoring

· Flexibility in own (daily) schedule to meet with prospects and clients at your convenience

· Analyze, create, and implement a personalized strategy for your clients to achieve financial security

Qualifications and Skills

· U.S. Citizen or permanent work authorization

· Full-time student graduating within 6 months (any major, graduate and undergraduate students accepted)

· Strong academic performance and active involvement in clubs/organizations

· Devoted work ethic

· Previous work or internship experience

· Ability to work both independently, as well as part of a team

· Self-motivated, driven, goal-oriented

· Sociable, outgoing, enjoys meeting new people

Job Type: Full-time

Pay: $80,000.00 - $95,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Health savings account
  • Life insurance
  • Professional development assistance
  • Retirement plan
  • Vision insurance

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay
  • Commission pay

Ability to commute/relocate:

  • Providence, RI 02908: Reliably commute or planning to relocate before starting work (Required)

Education:

  • Bachelor's (Required)

Work Location: In person

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