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Northwestern Mutual · 19 hours ago

Financial Representative

North Miami Beach, FL

Full-time

Onsite

New Grad, Entry Level

Northwestern Mutual is a leader in financial planning, providing tailored, long-term solutions to help individuals pursue financial clarity and security. The Financial Representative role involves building and maintaining long-term client relationships, conducting financial needs assessments, and offering guidance on investments, insurance, and retirement planning.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Hiring Manager

Stephen Remus

Responsibilities

Building and maintaining long-term client relationships

Providing tailored financial plans

Assisting clients in achieving their financial goals

Conducting financial needs assessments

Offering guidance on investments, insurance, and retirement planning

Staying informed on market trends and financial strategies

Delivering personalized solutions for financial security

Qualification

Financial needs assessmentInvestment knowledgeRetirement planningMarket trend awarenessFinancial strategy knowledgeFull-time availabilityClient relationship buildingCommunicationInterpersonal skills

Required

Full-time availability

Ability to build and maintain long-term client relationships

Experience in conducting financial needs assessments

Knowledge of investments, insurance, and retirement planning

Ability to stay informed on market trends and financial strategies

Strong communication and interpersonal skills

Company

Northwestern Mutual

Glassdoor3.9

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

Founded in 1857

Milwaukee, Wisconsin, USA

5001-10000 employees

https://www.northwesternmutual.com

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2020 (1)

Funding

Current Stage

Late Stage

Leadership Team

Timothy Gerend

Chairman, President and CEO

Phil Odella

COO/CFO

Recent News

PR Newswire

Northwestern Mutual tops industry in Financial Soundness, Quality of Products and Services, Long-Term Investment Value and more on FORTUNE's latest list of the "World's Most Admired" Companies

2026-01-22

Bizjournals.com Feed (2025-11-12 15:43:17)

Where Northwestern Mutual has outgrown a 150-person office

2026-01-22

Bizjournals.com Feed (2025-11-12 15:43:17)

Northwestern Mutual relocating 150-person Mendota Heights office to Bloomington for growth

2026-01-17

Company data provided by crunchbase