Northwestern Mutual · 1 week ago
Financial Representative
San Jose, CA
Full-time
Onsite
New Grad, Entry LevelNorthwestern Mutual is a leader in the financial services industry with nearly 170 years of experience. They are seeking a Financial Representative to help clients achieve financial security through personalized strategies and ongoing support.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Identify potential clients with marketing and branding resources provided by NM
Schedule appointments and meetings with potential clients
Create strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives
Make product recommendations to help your clients meet their financial goals
Provide ongoing support and service for your clients
Manage and update client portfolios
Answer client questions about financial plans and provide financial advice
Qualification
Required
Bachelor's Degree
Located in the San Jose, CA, area. This is an onsite role, must be within reasonable commuting distance
Strong interpersonal, verbal, and written communication skills
Ability to work independently
A commitment to ongoing learning, including staying current on financial changes
Must complete a background check
Benefits
Eligibility for Launch Accelerator Program stipend, an opportunity to earn an additional $750 weekly in addition to performance base compensation.
Comprehensive medical coverage.
Two company-funded retirement plans.
Group life and disability income insurance.
Sponsorship of licensing and designations.
Personalized mentorship from top-performing advisors.
Mentorship and professional development training throughout your entire career.
A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards.
Full financial support for professional designations and professional business growth certifications.
Performance-based compensation through commissions, bonuses, repeat business, client retention, and stipends.
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
Arkansas Business — Business News, Real Estate, Law, Construction
2026-01-12
Company data provided by crunchbase