Northwestern Mutual
At Northwestern Mutual, we are committed to providing personalized financial planning and long-term support to help clients achieve financial clarity and uncover new opportunities. With $265.0 billion in assets under management and $28.1 billion in revenues, we have served over 4.5 million clients through a suite of services including life, disability income, and long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. Our wealth management and investment services manage over $125 billion in client assets. We are dedicated to supporting our field force of financial advisors and corporate employees while embracing diversity to shape the future of financial security. Explore career opportunities with us: https://jobs.northwesternmutual.com/. Financial representatives and interns are independent contractors, not Northwestern Mutual employees.
Role Description This is a full-time hybrid role for a Financial Representative. The role is located in Milwaukee, WI, but some work from home is acceptable. The Financial Representative will be responsible for building and managing client relationships, providing personalized financial planning, and delivering a range of financial products and services including insurance, investments, and retirement planning solutions. The day-to-day tasks include assessing clients' financial needs, developing and presenting comprehensive financial plans, and ongoing monitoring and adjustment of clients' financial strategies.
Qualifications
Experience in Financial Planning and Retirement Planning
Knowledge of Insurance and Investments
Understanding of Finance principles and concepts
Strong interpersonal and communication skills
Ability to work independently and as part of a team
Bachelor's degree in Finance, Economics, Business, or a related field
Previous experience in the financial industry is a plus
Seniority Level Entry level
Employment Type Full-time
Job Function Sales and Business Development
Location: Milwaukee, WI
Salary: $66,640.00 - $78,400.00
Posted: 10 hours ago
#J-18808-Ljbffr
Role Description This is a full-time hybrid role for a Financial Representative. The role is located in Milwaukee, WI, but some work from home is acceptable. The Financial Representative will be responsible for building and managing client relationships, providing personalized financial planning, and delivering a range of financial products and services including insurance, investments, and retirement planning solutions. The day-to-day tasks include assessing clients' financial needs, developing and presenting comprehensive financial plans, and ongoing monitoring and adjustment of clients' financial strategies.
Qualifications
Experience in Financial Planning and Retirement Planning
Knowledge of Insurance and Investments
Understanding of Finance principles and concepts
Strong interpersonal and communication skills
Ability to work independently and as part of a team
Bachelor's degree in Finance, Economics, Business, or a related field
Previous experience in the financial industry is a plus
Seniority Level Entry level
Employment Type Full-time
Job Function Sales and Business Development
Location: Milwaukee, WI
Salary: $66,640.00 - $78,400.00
Posted: 10 hours ago
#J-18808-Ljbffr