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Financial Representative (Career Changers/Montorship/Training Provided)

Northwestern Mutual

Northwestern Mutual

This job is no longer accepting applications

See open jobs at Northwestern Mutual.
Accounting & Finance
Redwood City, CA, USA
Posted on Wednesday, January 24, 2024

A career with Northwestern Mutual will afford you the unique opportunity to create your own financial practice and destiny while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities.

Most rewarding is the ability to have a life-long impact on the lives of your clients and your community.

Financial Representatives help clients to achieve and maintain financial security by providing financial advice and matching solutions with client’s needs and goals.

Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.

Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.

Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.

Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

Finance Sales

Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Financial Advisors with Northwestern Mutual provide expert guidance and innovative solutions to help meet a client's financial objectives at every life stage, including the areas of retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. You'll work with your clients to understand their goals and visions in order to develop comprehensive financial solutions that allow them to achieve, maintain, and pass along financial success and security.

Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need.

Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 165 years and has a proven track record of financial success.

Our holistic approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Job Type: Full-time


  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Professional development assistance
  • Retirement plan
  • Tuition reimbursement
  • Vision insurance

Compensation package/pay: Commission pay, Bonus opportunities

Weekly schedule: Monday to Friday

Work setting: In-person/Office

Ability to commute/relocate: Redwood City, CA 94065: Reliably commute or planning to relocate before starting work

Education: Bachelors

Willingness to travel:

25% (Preferred)

Work Location: In person

This job is no longer accepting applications

See open jobs at Northwestern Mutual.