Financial Planning & Insurance Advisor

Northwestern Mutual; Albuquerque (NM); On-site; USD 55,000 - 75,000; Full time

Job summary

Northwestern Mutual is seeking a full-time Financial Representative in Albuquerque, NM. You will meet with clients to assess their financial goals, educate on insurance and retirement planning, and develop tailored financial plans.

Relationship management and ongoing reviews are central to building a sustainable client base. You will work on educating clients about life, disability income, and long-term care products, while pursuing development opportunities in a community‑oriented role that

Qualifications

• Ability to develop comprehensive financial plans for diverse clients.
• Knowledge of insurance solutions including life, disability income, and long‑term care products.
• Strong grasp of core finance principles and personal financial management.
• Experience or interest in retirement planning and income strategies.
• Familiarity with investments such as mutual funds and annuities.
• Excellent communication, relationship-building and client service skills.
• Ability to work independently, manage time effectively, and meet performance goals.
• Bachelor’s degree preferred in finance, business, economics, or related field.
• Willingness to obtain applicable state insurance licenses and securities registrations (e.g., FINRA Series 6/7, 63/65 or 66) if not already held.

Responsibilities

• Meet with clients to understand financial goals and assess their current situation.
• Develop comprehensive financial plans and present tailored recommendations.
• Educate clients on insurance, investments, and retirement planning solutions.
• Implement agreed-upon strategies and monitor client plans over time.
• Engage in business development activities such as networking and community involvement.

Skills

Financial Planning

Insurance

Finance

Retirement Planning

Investments

Communication

Client service

Relationship-building

Education

Bachelor’s degree in finance, business, economics, or a related field

Job description

Northwestern Mutual is seeking a full-time Financial Representative in Albuquerque, NM. You will meet with clients to assess their financial goals, educate on insurance and retirement planning, and develop tailored financial plans.

Relationship management and ongoing reviews are central to building a sustainable client base. You will work on educating clients about life, disability income, and long-term care products, while pursuing development opportunities in a community‑oriented role that