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Financial Sales Representative

Northwestern Mutual

Northwestern Mutual

Accounting & Finance, Sales & Business Development
Stamford, CT, USA
Posted on Friday, November 3, 2023

We’re proud to be the industry leader in life insurance, a top 10 independent broker-dealer, and one of Fortune’s World’s Most Admired Companies. Our advisors take a personalized approach with the most holistic comprehensive Financial Planning products in the industry. It’s why Northwestern Mutual exists, and why we do what we’ve been doing for over 160 years.

Many people from the industry think NM is just an insurance company, but they haven’t seen their capabilities from an investment advisory perspective. The top Northwestern WMA’s earn 95% on the grid, and even advisors without any insurance production can get to 55% on the grid with as little as $20-$25 million of AUM.


  • Provide financial planning support to clients.
  • Support investment professionals to cultivate client relationships.
  • Prepare financial plans and check their accuracy.


  • Bachelor's degree in finance or related field
  • Strong understanding of the investment business
  • Excellent interpersonal skills