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Financial Planner - Career Changer Opportunity

Northwestern Mutual - Princeton Princeton, NJ

Princeton, NJ

Today

$65k - $85k/yr Full time Advisor Business Development Client Relations

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Job Description

Northwestern Mutual (Princeton District) is seeking a career-changer ready to help individuals and businesses move toward their financial goals through personalized insurance solutions and financial planning. In this onsite role in Princeton, you will build long-term client relationships, create and maintain financial plans, and stay supported through training, mentorship, and licensing guidance.

You will join a team focused on helping policyholders achieve financial security, with the structure and resources of a well-established mutual company.

Key Responsibilities

Meet with clients to understand their financial goals, aspirations, and concerns.
Design comprehensive financial plans that can include investments, insurance, and retirement strategies.
Review and monitor client plans over time, providing updates and adjusting strategies as circumstances change.
Grow and maintain a client network through referrals, community involvement, and professional associations.

What You’ll Need

A bachelor’s degree is preferred.
Previous experience in financial services, insurance, or business development is beneficial but not required.
Strong interpersonal and communication skills, analytical thinking, and an ability to build trust and rapport.
Ability to obtain required licenses, including Series 6, 63, and applicable state insurance licenses (training and sponsorship available).

Compensation & Benefits

Salary: USD 65,000 - 85,000 per year.
Bonus based on performance.
Competitive compensation structure with performance incentives and no ceiling.
Flexible schedule.
Health insurance, dental insurance, and vision insurance.
Opportunity for advancement.
Training & development, including access to ongoing training programs and sponsorship for advanced certifications.
Company parties.
Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Flexibility to create a schedule that fits personal lifestyle and goals.

Office Location

202 Carnegie Center Drive 2nd, floor, suite 201, Princeton, NJ 08540

About Northwestern Mutual (NM)

Northwestern Mutual is a FORTUNE 500® company providing a range of financial services to more than 5 million people.
As a mutual company, it answers to policyowners rather than Wall Street.
Founded in Wisconsin in 1857, and recognized by FORTUNE as one of the “World’s Most Admired” companies in 2024.
Culture emphasizes helping people achieve financial security.

Local Leadership

Jesse May – Managing Director (21 years with NM)
Nick DeLorenzo – Growth and Development Director (16 years with NM)
Ben Kraml – Growth and Development Director (7 years with NM)
Mikayla Rafferty – Talent Acquisition Manager (6 years with NM)

How Career Changers Can Fit Here

Support is available through training, mentorship, and professional licensing support to support a transition into financial services.
The team includes individuals who previously coached, built, designed, or taught before establishing their own financial practices.

To experience a day in the life of an advisor, watch: https://youtu.be/tar1BSa7Gaw

As a Financial Representative, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning, centered on understanding unique needs and providing tailored, long-term support.

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Financial Representative

P&W Financial Group - Northwestern Mutual Jackson, MS

Jackson, MS

Today

$62k - $87k/yr Full time Advisor Client Relations Financial Planning

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Job Description

Work in a hybrid role helping individuals and businesses pursue long-term financial security through tailored planning and insurance solutions.

Responsibilities

Meet with clients to learn their financial goals, aspirations, and concerns
Create comprehensive financial plans covering investments, insurance, and retirement
Evaluate client needs and recommend insurance strategies to help protect assets and income
Review and monitor financial plans, providing regular updates and adjusting strategies as circumstances change
Grow and maintain a client network through referrals, community involvement, and professional associations

Requirements

Bachelor’s degree in finance, business, or a related field (preferred)
Previous experience in financial services, insurance, or business development is beneficial but not required
Strong interpersonal and communication skills
Analytical thinking and the ability to build trust and rapport with clients
Obtain necessary licenses, including Series 6, Series 63, and state insurance licenses (training and sponsorship available)

Compensation

USD 62,000 - 87,000 per year

Benefits

Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Vision insurance
Opportunity for advancement
Training & development
Professional Development: ongoing training and development programs, including sponsorship for advanced certifications
Income Potential: competitive compensation structure including performance incentives, with no ceiling
Support and Mentorship: support from a dedicated planning team, marketing resources, and experienced mentors
Work-Life Balance: flexibility to create a schedule aligned with your lifestyle and goals

District Office

107 Merchant Street, Suite 2A, Madison, MS 39110

Mississippi Charities Supported by the District

Young Life: hosts pickleball tournaments and serves on the local Board
Fellowship of Christian Athletes (FCA): participates on the Board supporting initiatives
The Mind Center: serves on the Board and supports brain health and research efforts
Children’s Hospital of Mississippi in Jackson: major donors, with multiple team members passionate about supporting the cause

Values

Integrity: commitment to the highest level of integrity, putting clients first and sharing uncomfortable truths with respect
Discipline: consistent, disciplined action supported by time-tested financial strategies and operational procedures
Service: proactive communication and execution of each client’s plan

Local Leadership

Chase Patrizzi, Managing Director
- With Northwestern Mutual for 9 years
- Served in the National Guard before joining Northwestern Mutual
- Community involvement includes support for Children’s Hospital of Mississippi
Gates Willson, Growth & Development Director
- With Northwestern Mutual for 5 years
- Joined right out of college; active with Young Life
Julie Colbert, Financial Advisor
- With Northwestern Mutual since 1990
- Lifetime member of the Million Dollar Round Table
Christopher Johnston, Wealth Management Advisor
- With Northwestern Mutual since 2008
- Mentors newer advisors on the team

Work Location

Jackson, MS (hybrid)

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Financial Advisor

Barnum Financial Group Iselin, NJ

Iselin, NJ

Today

$50k - $100k/yr Full time Advisor Business Development Client Relations

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Job Description

The Financial Advisor role at Barnum Financial Group in Iselin, NJ focuses on building long-term client relationships and developing a financial services practice in partnership with Empire Growth Partners. This is an entrepreneurial, performance-based position designed for candidates who want greater ownership of their career and earnings.

Role Overview

As a Financial Advisor, you will meet with prospective and existing clients, learn to understand financial needs and goals, and apply planning strategies through a growing practice. The opportunity is in person in Iselin, NJ, with expectations centered on client development and sustained relationship building.

Key Responsibilities

Build and develop your own client base
Create and maintain strong professional relationships
Meet with prospective and existing clients
Identify clients’ financial needs and goals
Develop knowledge of financial products and planning strategies
Build a long-term financial services practice
Participate in training, coaching, and professional development

Requirements

Experience in sales, business development, recruiting, client service, or another relationship-driven field
Comfort meeting new people and developing relationships
Entrepreneurial mindset
Motivation by goals and results
Interest in greater ownership over career and earning potential
Coachable and willing to learn a new industry
An established network or confidence in building one
Live within a reasonable commute of Iselin, NJ

Compensation & Career Structure

This position is a performance-based sales opportunity and not a traditional salaried role. Compensation is tied to individual production and business development. Pay is USD 50,000 to USD 100,000 per year.

Benefits

Dental insurance
Health insurance
Vision insurance
Life insurance
Retirement plan
Professional development assistance
Financial planning services
Flexible schedule

Work Location

Iselin, NJ (In person)

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Financial Representative - Training Provided

Northwestern Mutual - Wilmington Wilmington, NC

Wilmington, NC

Today

$65k - $85k/yr Full time Advisor Client Relations Financial Advisor

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Job Description

Join a team focused on long-term financial security, where you can help individuals and businesses move toward their goals using tailored insurance solutions and financial planning. This onsite role in Wilmington, NC offers a competitive salary (USD 65,000 to 85,000 per year), performance-based incentives, and structured support from a dedicated planning team, marketing resources, and experienced mentors.

Northwestern Mutual is a FORTUNE 500® company serving more than 5 million people. As a mutual company, it operates with policyowners in mind, not Wall Street.

What you will do

Connect with clients to understand their financial goals, aspirations, and concerns.
Build comprehensive financial plans that can include investments, insurance, and retirement.
Develop and implement insurance strategies designed to protect clients’ assets and income.
Review and monitor plans over time, providing regular updates and adjusting strategies as circumstances change.
Grow your client network through referrals, community involvement, and professional associations.

Licensing and training support

Training and sponsorship are provided to help you obtain required licenses, including Series 6, Series 63, and applicable state insurance licenses. Licensing costs may be eligible for reimbursement in accordance with company policy.

Qualifications

Bachelor’s degree preferred.
Prior experience in financial services, insurance, or business development is beneficial but not required.
Strong interpersonal and communication skills, with analytical thinking and the ability to build trust and rapport.

Benefits and growth

Bonus based on performance and a competitive compensation structure with performance incentives, with no ceiling.
Health, dental, and vision insurance.
Flexible schedule that can be shaped around your lifestyle and goals.
Training and development, including access to ongoing programs and sponsorship for advanced certifications.
Opportunity for advancement.
Company-funded pension and contributions to PFGF, designed as a profit-sharing retirement plan to support long-term financial future.
Company parties and a community-focused mission.
Support from a dedicated planning team, marketing resources, and experienced mentors.

Office location: 1111 Military Cutoff Road, Suite 251, Wilmington, NC 28405

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Financial Advisor

Magnolia Wealth Strategies Pensacola, FL

Pensacola, FL

Today

$50k - $100k/yr Full time Advisor Asset & Wealth Management Business Development

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Job Description

Magnolia Wealth Strategies is seeking a Financial Advisor to establish and expand a production-based financial services practice serving individuals, families, and business owners. The role emphasizes holistic planning, protection solutions, and ongoing guidance as client needs evolve.

Role Summary

In this position, you will build and grow a client-centered practice using strategies spanning protection, financial planning, and wealth management. This opportunity is designed for advisors who can develop relationships and deliver informed recommendations. Candidates must be located in Louisiana, Mississippi, Alabama, or Gulf North-West Florida.

Key Responsibilities

Build and grow your own financial services practice while helping individuals, families, and business owners make informed decisions about their financial futures
Develop trusted client relationships through consistent engagement and relationship building
Understand each client’s goals and needs to support appropriate planning outcomes
Apply a holistic approach to identifying strategies across protection, financial planning, wealth management, and other solutions available through the firm
Develop new client relationships
Deepen and maintain existing relationships over time
Create and implement appropriate financial strategies
Provide ongoing guidance as client needs evolve

Required Qualifications

Bachelor’s Degree or work-related experience
State insurance licensed for Life, Accident, and Health, or willingness to obtain licensing
Excellent financial, analytical, and critical-thinking skills
Ability to problem solve to reach resolution
Ability to collaborate with others and work independently
Strong written and verbal communication skills
Series 6/7 preferred, not required
MUST be located in Louisiana, Mississippi, Alabama, or Gulf North-West Florida

Compensation and Pay

Pay: $50,000.00 - $100,000.00 per year

Benefits

Performance based pay including commissions, bonuses, and incentives
401(k) and 401(k) matching
Full scale Health and Wellness insurance (Health, Dental, Vision, Life+)
Professional development assistance
Business owner opportunity
Flexible schedule
Dental insurance
Health insurance
Life insurance
Vision insurance

Qualities and Work Style

Willingness to learn
Strong communication and relationship-building skills with a focus on putting people first
Problem solver
Dedicated individual with independence, self-motivation, and goal orientation
Leader, coach, and mentor
Successful sales experience
Ability to listen and obtain knowledge of products and services
Belief in the products being sold

What the Firm Provides

Leadership support, business advice, and guidance
Opportunities for collaboration and mentorship
Cutting-edge technologies to support seamless business operations
A supportive environment that emphasizes collaboration
Training and tools
A vast variety of products and services
Flexibility to grow your practice your way

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Financial Advisor

Magnolia Wealth Strategies Metairie, LA

Metairie, LA

Today

$50k - $100k/yr Full time Advisor Client Relations Financial Advisor

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Job Description

Magnolia Wealth Strategies is hiring a Financial Advisor in Metairie, LA to build a production-based client services practice and deliver holistic financial guidance.

Responsibilities

Build and grow your own financial services practice
Help individuals, families, and business owners make informed decisions about their financial futures
Develop trusted client relationships and deepen existing relationships
Understand each client’s goals and needs
Take a holistic approach to identifying strategies across protection, financial planning, wealth management, and other firm solutions
Create and implement appropriate financial strategies
Provide ongoing guidance as clients’ needs evolve
Develop new client relationships

Requirements

Bachelor’s Degree or work-related experience
State insurance licensed for Life, Accident, and Health, or willingness to obtain licensing
Excellent financial, analytical, and critical-thinking skills
Ability to problem solve to reach resolution
Ability to collaborate with others and work independently
Strong written and verbal communication skills
Series 6/7 preferred, not required

Compensation and Pay

Pay: USD 50,000 - 100,000 per year
Performance-based pay including commissions, bonuses, and incentives

Benefits

401(k) and 401(k) matching
Full-scale Health and Wellness insurance: Health, Dental, Vision, Life+
Health insurance
Dental insurance
Vision insurance
Life insurance
Professional development assistance
Flexible schedule
Business owner opportunity

About Magnolia Wealth Strategies

Independent financial firm (Mass Mutual)
Advisors and offices throughout 4 states
More holistic approach when conducting business
Offers an extensive variety of products to meet client and business owner needs
Services include: Property and Casualty Insurance, Life insurance, Disability Income Insurance, Long Term Care, Annuities, Group Benefits, Financial Planning, Estate Planning, Wealth Management, and more

Mass Mutual

Recognized as a 2020 World’s Most Ethical Companies
Score of 100 on the Human Rights Campaign Corporate Equality Index 2020
Diversity Best Practices Inclusion Index Company 2019
Military Friendly Employee
TOP 7 BROKER-DEALER

Key Qualities

Willingness to learn
Strong communication and relationship-building skills with a focus on putting people first
Problem solver
People-first relationship builder
Independent, self-motivated, and goal-oriented
Leader, coach, and mentor
Successful sales experience
Ability to listen and obtain knowledge of products and services
Believer in the products being sold

What Magnolia Wealth Strategies Provides

Leadership support, business advice, and guidance
Opportunities for collaboration and mentorship
Cutting-edge technologies to streamline doing business
Supportive environment that treats collaboration as key to success
Training and tools
Vast variety of products and services
Ability to grow your practice your way

Work Location

Onsite: Metairie, LA
Work style: In person

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Financial Advisor

Magnolia Wealth Strategies Shreveport, LA

Shreveport, LA

Today

$50k - $100k/yr Full time Advisor Asset & Wealth Management Business Development

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Job Description

Magnolia Wealth Strategies, a MassMutual firm, offers a production-based opportunity to build and grow an advisory practice with the support, resources, and product breadth of an established organization. This hybrid role is based in Shreveport, LA, serving individuals, families, and business owners across Louisiana, Mississippi, Alabama, and Gulf Northwest Florida.

In this role, you’ll take a holistic approach to help clients pursue protection, financial planning, and wealth management outcomes. You will develop trusted relationships, create and implement strategies, and provide ongoing guidance as client needs evolve. The role also supports entrepreneurial growth, including mentorship and technology designed to streamline client service.

What you’ll do

Build and grow your own financial services practice through new client relationships
Help individuals, families, and business owners make informed decisions about their financial futures
Develop trusted client relationships by understanding goals and needs
Identify and recommend strategies across protection, financial planning, wealth management, and other solutions available through the firm
Deepen existing relationships and create and implement appropriate financial strategies
Provide ongoing guidance as client needs change over time

What you’ll bring

Bachelor’s Degree or work-related experience
State insurance license for Life, Accident, and Health, or willingness to get licensed
Excellent financial, analytical, and critical-thinking skills
Ability to problem solve to reach resolution
Capacity to collaborate with others and also work independently
Strong written and verbal communication skills
Series 6/7 preferred, not required
MUST be located in Louisiana, Mississippi, Alabama, or Gulf Northwest Florida

Compensation & benefits

Pay: $50,000 - $100,000 per year
Performance based pay including commissions, bonuses, and incentives
401(k) with 401(k) matching
Health and Wellness insurance (Health, Dental, Vision, Life+)
Additional Dental, Health, Life, and Vision insurance coverage
Professional development assistance
Flexible schedule
Business owner opportunity

How Magnolia Wealth Strategies supports your practice

As a MassMutual firm, Magnolia Wealth Strategies is a full-scale, independent financial firm with advisors and offices throughout four states. The firm takes a holistic approach and offers a variety of products and services, including property and casualty insurance, life insurance, disability income insurance, long-term care, annuities, group benefits, financial planning, estate planning, and wealth management.

About MassMutual

Recognized as a 2020 World’s Most Ethical Companies
100 on the Human Rights Campaign Corporate Equality Index 2020
Diversity Best Practices Inclusion Index Company 2019
Military Friendly Employee
TOP 7 BROKER-DEALER

Training, tools, and collaboration

You’ll receive leadership support, business advice and guidance, opportunities for collaboration and mentorship, training and tools, and access to cutting-edge technologies to help make day-to-day client work more seamless. Advisors are encouraged to grow their practice in a way that fits their goals.