Financial Representative

Northwestern Mutual; Town of Germantown (WI); On-site; USD 53,000 - 107,000; Full time

Benefits offered by this job

Flexible spending account

Health insurance

Life insurance

Parental leave

Referral program

Vision insurance

Job summary

Northwestern Mutual is seeking a Financial Representative in Germantown, WI. The role involves providing financial planning and wealth management services, researching investment opportunities, and assisting clients with tax planning and cash management.

You will collaborate with accounting firms to ensure regulatory compliance and manage client portfolios to maximize returns. The position emphasizes strong sales and interpersonal skills, with a focus on building lasting client relationships and

Qualifications

• Bachelor's degree in finance, accounting, or related field preferred.
• Experience in investment management or banking preferred.
• Strong knowledge of portfolio management principles.
• Excellent sales and negotiation skills.
• Proficient in financial analysis and research techniques.

Responsibilities

• Provide financial planning and wealth management services to clients.
• Conduct research and analysis to identify investment opportunities.
• Assist clients with corporate accounting and tax planning.
• Collaborate with public accounting firms to ensure compliance with financial regulations.
• Manage investment portfolios for clients, making strategic decisions to maximize returns.
• Generate sales leads and build relationships with potential clients.
• Oversee cash management activities, including monitoring cash flows and optimizing liquidity.
• Utilize CRM systems to track client interactions and maintain accurate records.

Skills

Sales & negotiation

Financial analysis

Interpersonal communication

Portfolio management

Education

Bachelor's degree in finance, accounting, or a related field

Job description

Northwestern Mutual

$52,775 - $106,912 a year - Full-time

Full-time

Shift and Schedule

• Day shift
• Monday to Friday

Pulled from the full job description

• Flexible spending account
• Health insurance
• Life insurance
• Parental leave
• Referral program
• Vision insurance

Responsibilities

• Provide financial planning and wealth management services to clients
• Conduct research and analysis to identify investment opportunities
• Assist clients with corporate accounting and tax planning
• Collaborate with public accounting firms to ensure compliance with financial regulations
• Manage investment portfolios for clients, making strategic decisions to maximize returns
• Generate sales leads and build relationships with potential clients
• Oversee cash management activities, including monitoring cash flows and optimizing liquidity
• Utilize customer relationship management (CRM) systems to track client interactions and maintain accurate records

Experience

• Bachelor's degree in finance, accounting, or a related field Preferred
• Previous experience in investment management or banking preferred
• Strong knowledge of portfolio management principles and practices
• Excellent sales and negotiation skills
• Proficient in financial analysis and research techniquesFamiliarity with cash management strategies and tools
• Exceptional interpersonal and communication skills

This position offers competitive Pay and benefits package. As a Financial Representative, you will have the opportunity to work with a diverse range of clients and contribute to their financial success. Join our team and make a difference in the lives of individuals and businesses through effective financial planning and management.

About Northwestern Mutual:

At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is a cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living!

Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!

Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success.

Recent Awards and Accolades:

• FORTUNE 97
• Unsurpassed Financial Strength with total company assets of $290 billion.
• 96% of policy owners stay year after year.
• $161 billion client assets held or managed by Northwestern Mutual.
• The largest direct provider of life insurance in the US.
• 4.6+ million total clients.
• Industry leader in total dividend payout with $6 billion.

Job Type: Full-time

Ability to commute/relocate:

• Germantown, WI: Reliably commute or planning to relocate before starting work (Preferred)

Job Type: Full-time

Pay: $52,774.76 - $106,911.53 per year

• Flexible spending account
• Health insurance
• Life insurance
• Parental leave
• Referral program
• Vision insurance

Physical setting:

• Office

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Commission pay

Ability to commute/relocate:

• Germantown, WI 53022: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial concepts: 1 year (Preferred)