Financial Representative

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY; Blacksburg (VA); On-site; USD 55,000 - 85,000; Full time

Job summary

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY is seeking a Financial Representative for a full-time, on-site role in Blacksburg, VA. You will meet with clients, assess goals, and design comprehensive financial plans across investments, retirement, and risk management, delivering tailored solutions and ongoing plan reviews.

You will also engage in business development activities, build a client base, and collaborate with internal specialists to provide top-tier service while maintaining compliant

Qualifications

• Develop and manage comprehensive Financial Planning strategies aligned with client goals.
• Knowledge of Investments and core Finance principles to evaluate options and explain risk and return.
• Experience or strong interest in Retirement Planning, including income strategies and long‑term portfolio management.
• Understanding of Insurance solutions as part of an integrated approach to risk management and financial protection.
• Strong interpersonal and communication skills, with the ability to explain complex financial concepts in clear, accessible language.
• High level of integrity, professionalism, and commitment to ethical and compliant practices.
• Comfort with business development activities, including networking, relationship‑building, and follow-up with prospective clients.
• Bachelor’s degree preferred; relevant licenses (e.g., securities and insurance) or willingness to obtain them are beneficial.

Responsibilities

• Meet with clients to understand goals and analyze financial situations.
• Recommend strategies in investments, insurance, retirement planning, and wealth preservation.
• Present financial solutions and implement chosen strategies.
• Conduct regular reviews to adjust plans as needs evolve or markets change.
• Engage in prospecting and networking to build a client base and maintain detailed records.

Skills

Financial Planning

Investments

Retirement Planning

Insurance

Communication

Integrity

Business development

Education

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

Job description

Company Description

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY is a financial services and banking organization headquartered at 611 E Wisconsin Avenue in Milwaukee, Wisconsin. The company is part of the broader Northwestern Mutual network, which offers wealth management solutions to individuals, families, and businesses. It focuses on long-term financial security by providing planning, investment, and insurance services tailored to client goals. Team members benefit from working within an established, nationally recognized firm with structured training, compliance support, and opportunities for professional growth.

Role Description

The Financial Representative is a full-time, on-site role based in Blacksburg, VA, focused on helping clients build and manage comprehensive financial plans. Day-to-day responsibilities include meeting with clients to understand their goals, analyzing their financial situations, and recommending strategies in areas such as investments, insurance, retirement planning, and wealth preservation. The role involves presenting financial solutions, implementing chosen strategies, and conducting regular reviews to adjust plans as client needs evolve or market conditions change. The Financial Representative also engages in prospecting and networking to build a client base, maintains detailed records to support compliance requirements, and collaborates with internal specialists to deliver a high level of service. Ongoing learning, staying current with industry trends, and using company tools and resources are integral parts of the position.

Qualifications

• Ability to develop and manage comprehensive Financial Planning strategies aligned with client goals.


• Knowledge of Investments and core Finance principles to evaluate options and explain risk and return.


• Experience or strong interest in Retirement Planning, including income strategies and long‑term portfolio management.


• Understanding of Insurance solutions as part of an integrated approach to risk management and financial protection.


• Strong interpersonal and communication skills, with the ability to explain complex financial concepts in clear, accessible language.


• High level of integrity, professionalism, and commitment to ethical and compliant practices.


• Comfort with business development activities, including networking, relationship‑building, and follow‑up with prospective clients.


• Bachelor’s degree in finance, business, economics, or a related field is preferred; relevant licenses (e.g., securities and insurance) or willingness to obtain them are beneficial.