Financial Representative

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

Company Description

Northwestern Mutual provides people‑first financial planning built on long‑term relationships and a focus on financial clarity. The company offers a broad range of solutions, including life, disability income, and long‑term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management. With hundreds of billions in assets under management and more than 4.5 million clients served, Northwestern Mutual is a major presence in wealth and investment management. The company supports a nationwide network of financial advisors and corporate office professionals in Milwaukee and New York, and is committed to diversity as a driver of better financial security outcomes. Financial representatives and interns are independent contractors, not employees of Northwestern Mutual.

Role Description

This full‑time, on‑site Financial Representative role is based in Albuquerque, NM. The Financial Representative will meet with clients to understand their financial goals, assess their current financial situation, and develop comprehensive financial plans. Daily responsibilities include educating clients on insurance, investment, and retirement planning solutions, presenting tailored recommendations, and implementing agreed‑upon strategies. The role involves ongoing relationship management, including regular reviews of client plans, monitoring market and product changes, and adjusting strategies as needed. The Financial Representative will also engage in business development activities such as networking, prospecting, and participating in local community events to build a sustainable client base.

Qualifications

• Ability to develop and implement comprehensive Financial Planning strategies for diverse client needs.
• Knowledge of Insurance solutions, including life, disability income, and long‑term care products.
• Strong understanding of core Finance principles and personal financial management.
• Experience or demonstrated interest in Retirement Planning, including long‑term goal setting and income strategies.
• Familiarity with Investments, such as mutual funds, annuities, and other wealth management tools.
• Excellent communication, relationship‑building, and client service skills.
• Ability to work independently, manage time effectively, and meet performance goals.
• Bachelor’s degree in finance, business, economics, or a related field preferred.
• Willingness to obtain applicable state insurance licenses and securities registrations (e.g., FINRA Series 6/7, 63/65 or 66), if not already held.