Financial Representative

Northwestern Mutual; Seattle (WA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Medical and dental coverage

Retirement plan

Life and disability insurance

Job summary

Northwestern Mutual in Seattle seeks an in-person, full-time Financial Representative to build lasting client relationships and guide clients toward their financial goals with comprehensive planning.

You’ll benefit from award-winning training, mentorship, and licensing programs to grow your personal business within the Northwestern Mutual framework, with opportunities for growth and uncapped income potential.

Qualifications

• 4-year degree or equivalent professional work experience.
• Willing to obtain Seattle Life, Accident & Health license within 30 days (paid for by company).
• Willing to complete Securities Industry Essentials (SIE) exam within 60 days (paid for by company).
• Willing to obtain securities license; Series 6 or 7 and Series 63 within 90 days (paid for by company).
• Legal authorization to work in the US without sponsorship.
• Ability to be in the office to attend in-person meetings weekly.
• History of success in relationship-building or client-facing roles.

Responsibilities

• Build a client base by growing relationships with your network.
• Educate beyond training through sponsored licensing and knowledge of Northwestern Mutual financial products and market trends with support from our Training and Development Team.
• Influence and present clients with an integrated financial plan (insurance and investments) with expert perspectives and recommendations with support from our Financial Planning Team.
• Within 1 month, attend and graduate from the 16-day Financial Planning Academy and launch your business plan with marketing support.
• Within 3-6 months, build your clientele and pass required licensing exams.

Skills

Relationship-building

Sales experience

Interpersonal communication

Ethics

Education

4-year degree or equivalent experience

Job description

Our Seattle firm is growing and we are looking to hire an in-person, full-time Financial Representative.

Our best candidates are looking to make a bigger impact in their communities. We are looking for individuals with an entrepreneurial spirit, experience in business development/sales, strong interpersonal and communication skills and a high standard of ethics.

At Northwestern Mutual; Build a Business for yourself, but Not by yourself:

Northwestern Mutual was named one of the World’s Most Admired Companies® in our industry by Fortune’s annual survey in 2025 and ranked 109 by Fortune 500®, affirming we are among America’s premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals.

As a Northwestern Mutual Financial Advisor, you’ll build lasting relationships with your clients, help them achieve their financial goals, and help solidify your future, too.

Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Also, if interested; you'll received one-on-one mentoring with Jerome Burton; a wealth management advisor with over 10+ years experience, 1,000+ clients, and over 70M+ of assets under management.

Your hard work will be rewarded with opportunities for growth and unlimited income potential, including the chance to pursue a leadership role that offers growth opportunities through recruitment, development, and retention.

In the Seattle office, we value an inclusive and belonging workplace where everyone’s unique viewpoints are respected. We strive to create a culture that reflects our communities and fosters an environment where everyone is welcomed, valued, and heard.

We Can Count on Our Financial Advisors To:

Build a client base by growing relationships with your network

Educate beyond training through sponsored licensing and knowledge of Northwestern Mutual financial products and market trends with support from our Training and Development Team.

Influence and present clients with an integrated financial plan (insurance and investments) with expert perspectives and recommendations with support from our Financial Planning Team.

Within 1 Month, You’ll:

• Attend and graduate from our 16-day Financial Planning Academy
• Work with our Development team to develop a business plan unique to you
• Launch your website and digital presence with our Marketing team
• Run client facing meetings with support from a mentor and seasoned Financial Advisors

Within 3 - 6 Months, You’ll:

• Participate in your first monthly peer-to-peer study group in our Seattle Office
• Build your clientele while working with individuals, families and businesses on personal insurance and investment planning
• Pass your Series 6 or 7, and series 63 exams to fully registered
• Qualify to attend NM’S Trailblazer Academy at our headquarters in Milwaukee

Within 6 months - 1 Year, You’ll:

• Impact at least 60 clients with integrated financial plans
• Attend Regional and Annual Conferences
• Leverage NM’s Development Programs
• Qualify for Fastrack Academy to accelerate your career at our headquarters

Benefits of Working with Northwestern Mutual:

• Medical - High deductible and traditional co-pay plans available
• Dental, Vision & Flexible Spending Accounts available
• Retirement Package and Pension Plan funded by Northwestern Mutual
• Life Insurance and Disability Income Insurance
• Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial representatives are compensated through commissions, renewals, and bonuses. (Average uncapped annual earnings of $70K-$250K+; based on 2015-2022 company average for representatives in the first 3 years)
• Family Planning – Maternity, short-term disability, & adoption assistant available as well as access to family planning specialists
• Wellbeing – A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life.
• LGBTQ+ gender health services and transgender care

Your Areas of Knowledge and Expertise that Matter for this Role:

• 4-year degree; or equivalent professional work experience
• Willing to obtain your Seattle Life, Accident, & Health license within 30 days (paid for by company)
• Willing to complete Securities Industry Essentials (SIE) exam within 60 days (paid for by company)
• Willing to obtain securities license; Series 6 or 7 and Series 63 within 90 days(paid for by company)
• History of success in relationship-building or client-facing roles
• Legal authorization to work in the US without sponsorship
• Ability to be in the office to attend in-person meetings weekly
• 401(k)
• Financial planning services
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Parental leave
• Vision insurance

Ability to Commute:

• Seattle, WA 98101 (Required)

Ability to Relocate:

• Seattle, WA 98101: Relocate before starting work (Required) no relocation package

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.