Financial Planner Career Changer Opportunity

Job Description

Job Description

Benefits :

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Ready to turn your experience into something more meaningful? Whether youve built your career in education, healthcare, engineering, sports, or business, youve already developed the skills to succeed here. At Berna District, Northwestern Mutual, we specialize in helping professionals from all walks of life make a successful transition into a purpose-driven career in financial planning.

Guided by our core values of family, fun, integrity, and service, weve built a culture where people from every background can thrive, and where new perspectives are celebrated. Many of our most successful advisors didnt start in finance at all. They came from teaching, engineering, athletics, and healthcare, and discovered a career where they could apply their relationship-building, problem-solving, and leadership skills in new and rewarding ways.

Why Career Changers Could Thrive Here :

• You already have what it takes, people skills, perseverance, and a desire to make a difference.
• We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
• Youll be surrounded by a team thats walked the same path, people who once coached, built, designed, or taught before building their own financial practices.

Our thriving office is located at : 7E Silver Springs Blvd, Suite 430, Ocala FL 34470

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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Our Local Team :

Jim Moretti, RICP, MBA Growth & Development Director & Financial Advisor :

• Time with NM : 10 years.
• Prior Experience : Jim worked as a Ceramic Engineer and Material Science Engineer, earning his MBA in Finance along the way. He built his career with large manufacturing companies, including Caterpillar, as well as in the high-volume container glass industry.
• Passionate About : Jim focuses much of his time on raising his two kids. Together they enjoy playing sports, watching movies, and spending time with their two pugs. Personally, Jim loves golfing, fishing, cooking, delivering embarrassing dad jokes, and watching anything and everything football.

Tyler Oppman Field Director :

• Time with NM : Nearly 8 years.
• Prior Experience : Tyler began his career with Northwestern Mutual in the Waterloo, Iowa office before relocating to Florida last year.
• Passionate About : T yler is a proud father of two and also has a beagle / hound mix who adds to the fun of their Disney-loving family. He enjoys golfing, staying active in his church community, and spending quality time with his kids, especially visiting playgrounds and science centers with his son.

Austin Carrola Financial Representative :

• Time with NM : 1+ years.
• Prior Experience : Austin was a professional tennis coach before joining Northwestern Mutual.
• Passionate About : Austin is married with two young children. He is deeply passionate about his faith, family, and giving back to the community through outreach.

Harriet McCord Financial Representative :

• Time with NM : Less than 1 year.
• Prior Experience : Harriet was a professional show jumper and trainer, traveling extensively to compete and coach in the equestrian world.
• Passionate About : Harriet enjoys Irish rugby and prefers whiskey over bourbon. She loves traveling across the United States, where she hosts equestrian training clinics.

About the Role : As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities :

• Client Consultation : Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning : Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions : Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support : Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking : Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications :

• Education : A bachelor's degree is preferred.
• Experience : Previous 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.
• FL 2 : 15, Life, Health, and Annuity Agent License (will complete in initial onboarding).
• Commitment to personal growth and training, including required investment licensing within the first two years and strong encouragement to pursue professional accreditations such as CFP, RICP, CLU, and others.
Benefits :
• Retirement
• Income Potential : Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship : Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance : Flexibility to create a schedule that fits your lifestyle and goals.
• Retirement Benefits : Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
• Impact : Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jim Moretti is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.