Assistant Financial Representative

Northwestern Mutual; Philadelphia (Philadelphia County); Hybride; USD 25 000 - 39 000; Temps partiel

Avantages offerts par ce poste

Hybrid work model

Résumé du poste

Northwestern Mutual is seeking an Assistant Financial Representative in Philadelphia for a part-time hybrid role combining in-office and remote work. You will assist financial representatives with onboarding, gathering client data, and preparing planning materials to support client goals.

In this position, you will help maintain client records, schedule meetings, and handle follow-up communications while learning about insurance and investment products under licensed supervision.

Qualifications

• Foundational skills in finance and financial planning to support analysis of client needs and preparation of planning materials.
• Knowledge of Insurance products as part of comprehensive financial strategies.
• Familiarity with Retirement planning concepts and tools for long-term client projections.
• Understanding Investments and wealth management to support advisors in client discussions.
• Strong interpersonal, communication, and customer service skills.
• Detail-oriented, organized, and comfortable working with financial data and CRM.
• Ability to work effectively in a hybrid environment and adapt to regulatory requirements.
• Coursework or degree in finance, business, economics; pursuing licenses/desig­nations is a plus.

Responsabilités

• Assist with client onboarding and scheduling meetings.
• Prepare financial planning materials and maintain client records.
• Support insurance and investment analyses under licensed advisor guidance.
• Help prepare retirement and long-term financial strategies.
• Ensure a consistent, professional client experience and uphold compliance.

Connaissances

Finance basics

Interpersonal communication

Customer service

Formation

Finance/Business/Economics degree

Outils

CRM Systems

Microsoft Excel

Description du poste

Company Description

Northwestern Mutual is a comprehensive financial services organization that helps clients build long-term financial security through personalized, people-first planning. With hundreds of billions in assets under management and over a trillion in life insurance protection in force, the company offers a wide range of solutions, including insurance, retirement planning, investments, and wealth management services. Northwestern Mutual serves millions of clients nationwide through its financial advisors, field force, and corporate teams in Milwaukee and New York. The company is committed to growth, innovation, and diversity, recognizing that varied perspectives strengthen its ability to shape the future of financial security. Financial representatives and interns operate as independent contractors, supported by Northwestern Mutual’s established brand, resources, and guidelines.

Role Description

The Assistant Financial Representative is a part-time, hybrid role based in Philadelphia, PA, with a combination of in-office and work-from-home responsibilities. This role supports financial representatives by assisting with client onboarding, preparing financial planning materials, and helping maintain accurate client records and documentation. Daily tasks include scheduling client meetings, handling follow-up communications, and providing basic information about products and services aligned with client goals. The role may involve gathering client data, supporting insurance and investment analyses, and helping prepare retirement and long-term financial strategies under the guidance of a licensed financial representative. The Assistant Financial Representative collaborates with the team to deliver a consistent, professional client experience and uphold compliance and company standards.

Qualifications

• Candidates should possess foundational skills in Finance and Financial Planning to support analysis of client needs and preparation of planning materials.
• Candidates should possess knowledge of Insurance products and their role in comprehensive financial strategies.
• Candidates should possess familiarity with Retirement Planning concepts and tools to assist in long-term client projections.
• Candidates should possess basic understanding of Investments and wealth management solutions to support advisors in client discussions.
• Strong interpersonal, communication, and customer service skills, with the ability to build professional relationships and handle confidential information responsibly.
• Detail-oriented, organized, and comfortable working with financial data, digital tools, and CRM or similar systems.
• Ability to work effectively in a hybrid environment, manage time independently, and adapt to changing priorities and regulatory requirements.
• Coursework or a degree in finance, business, economics, or a related field is beneficial; interest in pursuing relevant financial licenses or designations is a plus.