Financial Representative

Northwestern Mutual; Boca Raton (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Northwestern Mutual in Boca Raton, FL is seeking a Financial Representative for a full-time, on-site role. No prior financial services experience is required, with a comprehensive onboarding and training program to build confidence and success in the role.

You will help individuals, families, and business owners achieve financial goals through a holistic planning approach, covering cash flow, risk management, investments, and long-term planning.

Responsibilities

• Build relationships and meet with clients to understand their financial goals and priorities
• Develop personalized financial plans using a holistic planning approach
• Provide guidance on insurance and investment strategies aligned with client needs
• Partner with experienced advisors and specialists to deliver comprehensive solutions
• Grow your own practice with the support of a nationally recognized brand
• Continuously develop your skills through structured training, mentorship, and professional development programs

Job description

Northwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 165 years. As a leader in both insurance and wealth management, the firm combines personalized financial planning with a wide range of solutions—including investment advisory services, life, disability income, and long-term care insurance.

With over $300 billion in total assets and a growing network of financial advisors nationwide, Northwestern Mutual is consistently recognized for its financial strength, long-term stability, and commitment to client outcomes. The company also invests heavily in the development of its advisors through training, mentorship, and access to industry-leading planning tools—empowering them to build meaningful, client-focused careers.

Role Description

This is a full-time, on‑site opportunity for a Financial Representative in Boca Raton, FL—ideal for individuals looking to build a career in financial services, even without prior industry experience. As a Financial Representative, you’ll work directly with individuals, families, and business owners to help them achieve their financial goals. Through a comprehensive planning approach, you’ll guide clients in areas such as cash flow, risk management, investments, and long‑term planning. In this role, you will:

• Build relationships and meet with clients to understand their financial goals and priorities
• Develop personalized financial plans using a holistic planning approach
• Provide guidance on insurance and investment strategies aligned with client needs
• Partner with experienced advisors and specialists to deliver comprehensive solutions
• Grow your own practice with the support of a nationally recognized brand
• Continuously develop your skills through structured training, mentorship, and professional development programs

No prior financial services experience is required. Northwestern Mutual provides a comprehensive onboarding and training program, along with ongoing support, to help you build confidence and succeed in the role. This position is well‑suited for individuals who are entrepreneurial, motivated, and excited about building a long‑term career helping others.