Financial Representative
📋 Role Overview & Responsibilities
Company Description Northwestern Mutual is a leading provider of financial security, helping families and businesses achieve their financial goals for over 160 years. With a big-picture approach that combines insurance and investments, Northwestern Mutual guides clients through life's financial challenges. Using personalized digital experiences and cutting-edge technology, Northwestern Mutual delivers financial security to over 4.5 million people across the country.
Role Description This is a full-time hybrid role for a Financial Representative at Northwestern Mutual located in Pittsford, NY. The Financial Representative will be responsible for providing financial planning, insurance, retirement planning, and investment services to clients. They will also have the flexibility to work remotely for part of the time.
Qualifications Financial Planning and Retirement Planning skillsInsurance knowledge and expertiseStrong understanding of Finance and InvestmentsExcellent analytical and problem-solving skillsStrong communication and interpersonal skillsAbility to build and maintain client relationshipsSeries 6 or 7 and 63 licenses (or willingness to obtain them)Bachelor's degree in Finance, Business, or related field
Frequently Asked Questions
How do I apply for the Financial Representative position at Northwestern Mutual? ▼
Click the “Apply for this Position” button on this page to submit your application directly to Northwestern Mutual without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Pittsford, NY with potential relocation and sponsorship assistance depending on candidate qualifications.
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