Financial Planner Career Changer Opportunity

Northwestern Mutual of Rochester is hiring a Financial Planner for an onsite role in Rochester, NY. This position supports individuals and businesses as they work toward long-term financial goals through personalized insurance solutions and ongoing financial planning.

The work centers on building durable client relationships, developing tailored plans that combine investing, insurance, and retirement strategies, and staying involved with clients over time as needs evolve. Career changers are encouraged, with training, mentorship, and licensing support available to help you transition into financial services.

Role Overview

As a Financial Planner, you collaborate with a planning team to understand client needs and recommend solutions that support financial security. The role includes consultation, plan development, implementation of insurance strategies, and regular follow-up to ensure recommendations stay aligned with changing circumstances.

Key Responsibilities

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to help protect clients’ assets and income.
• Monitor clients’ financial plans and provide regular updates, adjusting strategies as needed.
• Build and maintain a client network through referrals, community involvement, and professional associations.

Qualifications

• Education: A bachelor’s degree in finance, business, or a related field is preferred.
• Experience: Prior experience in financial services, insurance, or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Compensation and Schedule

• Salary: USD 60,000 to 75,000 per year.
• Work setup: Onsite in Rochester, NY.
• Schedule: Flexible schedule to align with your lifestyle and goals.

Benefits

• Bonus based on performance.
• Competitive compensation structure including performance incentives, with no ceiling.
• Training and development, including sponsorship for advanced certifications.
• Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Health insurance, dental insurance, and vision insurance.
• Opportunity for advancement.
• Company parties.

Why Career Changers Could Thrive Here

• Training, mentorship, and professional licensing support are provided to support a confident transition into financial services.
• You will work alongside a team with shared experience navigating the path into their own financial practices.

Office Location

Suite 200, 1162 Pittsford Victor Road, Pittsford, NY 14534

About Northwestern Mutual (NM)

• FORTUNE 500® company providing a wide range of financial services to more than 5 million people.
• Mutual company structure: Northwestern Mutual answers to policyowners, not Wall Street.
• Founded in Wisconsin in 1857.
• Recognized by FORTUNE as one of the “World’s Most Admired” companies in 2024.

Leadership Profiles (Selection Team)

• Mike D’Archangelo, Director of Selection: 5.5 years with NM; prior roles included Athletic Director, Coach, Teacher, and Mentor at a college.
• Greg Constantino, Managing Director: 25 years with NM; prior role included Professional baseball.
• Alex Spoto, College Unit Director: 4.5 years with NM; prior role included Intern at the University of Dayton.
• Charlie Diehl, Growth and Development Director: 6 years with NM; prior role included Intern at SUNY Brockport.