Financial Representative - Client Facing

Financial Advisor & Growth and Development Director with Northwestern Mutual | Prioritizing People | Impact Driven Company Description At Northwestern Mutual, our financial advisors are committed to providing financial clarity through personalized, long-term financial plans. With $265.0 billion in assets under management and over $1.8 trillion in life insurance protection, we serve more than 4.5 million clients with a wide range of financial services, including life, disability income, long-term care insurance, annuities, brokerage, advisory services, trust services, and portfolio management. Our company supports a diverse and growing field force of financial advisors nationwide, along with corporate office employees in Milwaukee and New York. We believe that diversity strengthens us in shaping the future of financial security.

Role Description This is a full-time, on-site role for a Financial Representative in the Columbus, Ohio Metropolitan Area. The Financial Representative will be responsible for meeting with clients to understand their financial needs and goals, developing and implementing personalized financial plans, and providing ongoing support and advice. The role involves financial planning, insurance policy reviews, investment strategy consultations, and retirement planning. The representative will work closely with clients to uncover new opportunities and mitigate potential blind spots in their financial strategies.

Qualifications

Financial Planning and Retirement Planning skills

Insurance policy knowledge and experience

Finance and Investments expertise

Strong interpersonal and communication skills

Ability to work independently and collaboratively

Bachelor's degree in Finance, Economics, or a related field

Experience in client-facing roles is a plus

Relevant certifications (e.g., CFP) are beneficial

Seniority Level Entry level

Employment Type Full-time

Job Function Sales and Business Development

Dublin, OH $77,000.00-$131,000.00 1 week ago

Columbus, OH $60,000.00-$65,000.00 3 weeks ago

Dublin, OH $77,000.00-$131,000.00 1 week ago

Columbus, OH $63,000.00-$124,000.00 6 days ago

Columbus, Ohio Metropolitan Area $85,000.00-$110,000.00 17 hours ago

#J-18808-Ljbffr