Financial Advisor | Flexible Schedule & Growth Path

Northwestern Mutual - Puget Sound; Bellevue (WA); On-site; USD 45,000 - 90,000; Full time

Benefits offered by this job

Professional development

Income potential

Mentorship

Work-life balance

Community impact

Job summary

Northwestern Mutual Puget Sound seeks a Financial Representative to build long-term client relationships and deliver personalized insurance solutions and financial planning.

In this role you will assess client needs, design tailored strategies for protection, retirement, and investments, and collaborate with a dedicated planning team.

The office emphasizes mentorship, ongoing training, work-life balance, and community involvement to help advisors thrive personally and professionally.

Qualifications

• Bachelor's degree required.
• Experience in financial services or insurance is beneficial but not required.
• Licenses such as Series 6, 63 and state insurance licenses are required or sponsorship available.

Responsibilities

• Engage with clients to understand financial goals and concerns.
• Develop comprehensive plans including investments, insurance, and retirement.
• Recommend insurance solutions to protect assets and income.
• Monitor client plans and adjust strategies as needs change.
• Network to build and maintain a client base.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor's degree

Job description

Northwestern Mutual Puget Sound seeks a Financial Representative to build long-term client relationships and deliver personalized insurance solutions and financial planning.

In this role you will assess client needs, design tailored strategies for protection, retirement, and investments, and collaborate with a dedicated planning team.

The office emphasizes mentorship, ongoing training, work-life balance, and community involvement to help advisors thrive personally and professionally.