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Financial Representative

Northwestern Mutual

Northwestern Mutual

Accounting & Finance
Champaign, IL, USA
Posted on Tuesday, June 11, 2024

We are seeking a highly motivated and detail-oriented individual to join our team as a Financial Representative. As a Financial Representative, you will be responsible for providing comprehensive financial planning and investment management services to our clients. This is an excellent opportunity for someone with a strong background in finance and a passion for helping others achieve their financial goals.


- Conduct thorough financial analysis and develop personalized financial plans for clients

- Provide guidance on investment strategies and portfolio management

- Stay up-to-date on current financial trends, products, and industry regulations

- Build and maintain strong relationships with clients through effective communication and exceptional customer service

- Collaborate with other team members to ensure seamless client experiences

- Conduct research on various financial topics to enhance knowledge and expertise

- Actively participate in business development activities to expand the client base


- Bachelor's degree in finance, economics, or a related field

- Strong knowledge of financial concepts, including wealth management, financial planning, and investment strategies

- Proficiency in conducting financial analysis and utilizing financial planning software

- Excellent communication skills, both verbal and written

- Ability to build rapport with clients and establish long-term relationships

- Detail-oriented with strong organizational skills

- Proven ability to work independently and as part of a team

- Previous experience in financial sales or customer relationship management is preferred


- Wills, trusts, estate law knowledge

- Investment management expertise

- Customer relationship management skills

- Strong understanding of financial concepts

- Wealth management proficiency

- Portfolio management experience

- Research capabilities for staying informed on industry trends

- Financial planning expertise

- Financial analysis skills

- Financial sales acumen

We offer competitive compensation packages including salary, commission, and bonus opportunities. Additionally, we provide comprehensive benefits such as health insurance, retirement plans, paid time off, and professional development opportunities.

If you are a dedicated professional with a passion for finance and helping others achieve their financial goals, we encourage you to apply for the position of Financial Representative.