Calling Former Athletes, Military, and Teachers- Change lives as a Financial Planner! jobs in United States
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Northwestern Mutual · 1 day ago

Calling Former Athletes, Military, and Teachers- Change lives as a Financial Planner!

positionDelafield, WI
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$80K/yr - $150K/yr
date2+ years exp

Northwestern Mutual has been helping families and businesses achieve financial security for 160 years. They are seeking a Financial Representative to assess clients' financial needs and develop tailored financial plans while providing expert advice on investment management and estate planning.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote

Responsibilities

Assess clients' financial needs and develop tailored financial plans
Provide expert advice on investment management, estate planning, and tax strategies
Analyze financial data to guide clients in making informed decisions
Build and maintain strong relationships with clients to ensure satisfaction and retention
Stay updated on financial regulations and market trends to offer relevant solutions
Collaborate with other financial professionals to enhance service offerings

Qualification

Financial planningInterpersonal skillsSalesBusiness developmentGritMotivationSelf-starter

Required

Ability to Commute: Delafield, WI 53018 (Required)
Ability to Relocate: Delafield, WI 53018: Relocate before starting work (Required)

Preferred

High school or equivalent (Preferred)
Finance: 2 years (Preferred)
Bachelor of Arts or Science degree from a four-year college or university
Strong interpersonal skills
Grit
Motivation
Self-starter

Benefits

Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Life insurance
Referral program
Retirement plan
Vision insurance

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.
dateFounded in 1857
location
Milwaukee, Wisconsin, USA
people-size5001-10000 employees
web-link
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

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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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