About this role
Financial Representative | Financial Advisor | Wealth Management Advisor
As a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Reps are supported by training programs, mentoring and unlimited access to resources to assist their clients. Representatives are also supported by a network of specialists who together provide guidance on:
- Comprehensive Financial Planning
- Personal Planning Analysis
- Asset & Income Protection
- Education Funding
- Investment & Advisory Services
- Trust Services
- Estate Analysis
- Retirement Solutions
- Business Needs Analysis
- Employee & Executive Benefits
Responsibilities:
Offer a personalized approach to providing customized solutions tailored to each client’s long term
financial goals and objectives.
Provide needs-based analysis to help ensure the client’s needs are met at every life stage, managing
financial risk and achieving financial security in the areas of life insurance, disability insurance, longterm
care insurance, annuities and investments.
Create a referral based practice to build your clientele.
Financial Representative Benefits:
Northwestern Mutual is committed to offering a comprehensive benefit program:
Top-Ranked Training Program
Competitive Benefits Package
Leadership Opportunities
Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC)
Personalized Mentorship from Top Advisors and Industry Leaders
Unlimited Earning Potential
Bachelor’s degree from a four-year institution
Strong interpersonal and networking skills
Self-starter and highly motivated
2 years of client facing experience
History of high achievement demonstrated by rapid growth and consistent, measurable results
Track record of outperforming peers
Ability to develop lasting, meaningful relationships as well as influence others
Northwestern Mutual is annually honored as one of the “World’s Most Admired Companies” in the
life insurance industry according to FORTUNE Magazine’s annual survey. Since 1983, FORTUNE
magazine has surveyed industry executives and analysts 38 times to identify the companies that are
among the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned that
distinction.
Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by Selling
Power Magazine and recognizes as the best company to sell for in the financial services industry.
Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a
Career”.
Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry).
Ranking organizations that excel at training and leadership development, Training magazine ranked
Northwestern Mutual among its “Training Top 125”.
Ranked among the Top 10 independent broker-dealers as measured by total revenues by the
leading investment industry publications: Investment News; Financial Advisor magazine; Financial
Planning magazine; Investment Advisor magazine.
All your information will be kept confidential according to EEO guidelines.