Holistic Financial Planners help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there.
Sounds exciting and scary all at the same time? Don’t worry, we don’t expect you to know everything on day one. That’s why you’ll receive in-depth training and partner with industry experts until you’re ready to do it on your own.
This career offers you:
- Stipends for training and licensure to help you get started.
- The ability to positively impact someone else's life.
- Personalized mentoring, coaching, and award-winning training programs.
- Backing by Northwestern Mutual, an industry leader with a proven track record of success.
Can you see yourself helping others reach their financial goals?
Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you’d be a good fit? See how many of the characteristics below match up to you:
-You know how to connect with people, building personal, trusted relationships.
-Financial planning is interesting to you.
-You’re a driven person who’s committed to succeeding.
-You’re ready to earn more for your hard work.
-You enjoy helping people make more informed, confident decisions.
-You're ready to live the life you want, both personally and professionally.
Comprehensive benefits package:
-Comprehensive medical, dental, and vision insurance
-Two funded pension plans
-Flexible schedule and earned autonomy
-Life and disability insurance
-Health care and dependent care reimbursement accounts
-Adoption assistance
-Reimbursement for licensing and ongoing education
We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers.
Recent Awards and Accolades:
- Fortune 97 company
- Unsurpassed Financial Strength with total company assets of $399 billion
- 97% of policy owners stay year after year
- FORTUNE® ranked #1 in Corporate Assets, Quality of Management, Financial
- #1 Amongst Life Insurers Most Admired Companies for Financial Soundness according to FORTUNE®
- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2025)
- $404 billion (retail investment client assets held or managed)
- Industry leader in total dividend payout with over $9.2 billion in 2026
- $500M+ given back philanthropically through the Northwestern Mutual Foundation
Equal Employment Opportunity Policy:
Northwestern Mutual is an equal opportunity/affirmative action employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
The company prohibits discrimination based upon an individual's race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship status or veteran status or any other characteristics protected by law.
Job Type: Full-time
Pay: $133,000.00 - $195,000.00 per year
Benefits:
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Retirement plan
- Vision insurance
Application Question(s):
- Will you now or in the future require sponsorship to work in the U.S.?
- What has you interested in becoming a Holistic Financial Planner?
Ability to Commute:
- Saint Cloud, MN 56301 (Required)
Work Location: In person
