Financial Representative jobs in United States
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Northwestern Mutual · 23 hours ago

Financial Representative

Northwestern Mutual is a Fortune 200 company seeking candidates to join their vibrant team as Financial Advisors in Miami. The role involves developing client relationships, creating tailored financial plans, and pursuing new business opportunities while benefiting from professional growth and independence.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
M. Kevin Lawhon
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Responsibilities

Develop and maintain strong client relationships, understanding their unique financial needs and goals
Create tailored financial plans that encompass investment management, retirement planning, and risk management solutions
Actively pursue new business opportunities through networking, referrals, and community engagement
Stay informed on industry trends and continue your professional development to provide the highest level of service

Qualification

Bachelor’s degreeTask managementInterpersonal skillsCommunication skillsSelf-starter

Required

Bachelor's degree
Strong interpersonal and communication skills
A self-starter with a passion for helping others and a drive to succeed
Ability to manage multiple tasks and priorities effectively

Benefits

Comprehensive benefits package including medical, dental, and vision.
Sponsorship for professional designations and certifications.
Access to cutting-edge technology and resources to support your practice.

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase