Northwestern Mutual · 2 months ago
Financial Representative - (Seeking Account Managers)
Upper Arlington, OH
Full-time
Onsite
Entry Level
$70K/yr - $250K/yr
2+ years expNorthwestern Mutual is a leading financial services company that has been helping clients with financial planning for over 165 years. They are seeking a Financial Representative to grow their client base, build personalized financial plans, and manage client relationships. This role offers comprehensive training and the opportunity to become a financial advisor with significant earning potential.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
No H1B
Responsibilities
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Qualification
Required
Strong communication skills
Strong work ethic
Bachelor's degree
Legal authorization to work in the US without sponsorship
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Preferred
Sales experience
Bachelor's (Preferred)
Sales: 2 years (Preferred)
Benefits
401(k)
Dental insurance
Financial planning services
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid training
Parental leave
Retirement plan
Vision insurance
Paid time off
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
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2026-01-22
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2026-01-17
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