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Post Grad - Financial Representative Role

Northwestern Mutual

Northwestern Mutual

Accounting & Finance
Baltimore, MD, USA · Washington, DC, USA
Posted on Tuesday, July 2, 2024

Company Description

Northwestern Mutual is a financial security company that has been helping families and businesses achieve financial security for over 160 years. With a big-picture approach that combines insurance and investments, Northwestern Mutual guides clients to their financial goals through personalized digital experiences and leading-edge technology. The company holds over $1.8 trillion worth of life insurance protection and has more than 4.5 million clients who rely on them for various financial services.

Role Description

This is a full-time hybrid role for a Post Grad - Financial Representative at Northwestern Mutual. The Financial Representative will be responsible for assisting clients with financial planning, insurance, retirement planning, and investments. This role is located in the Washington DC-Baltimore area, with flexibility for some remote work and the ability work in other offices.

Qualifications

  • Financial Planning, Insurance, and Finance skills
  • Experience in retirement planning and investments
  • Excellent interpersonal and communication skills
  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a team
  • Bachelor's degree in a related field
  • Certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are beneficial