Financial Representative - Room to Grow

Northwestern Mutual - Puget Sound; Bellevue (WA); On-site; USD 45,000 - 90,000; Full time

Benefits offered by this job

Professional development

Income potential

Mentorship

Work-life balance

Community impact

Job summary

Northwestern Mutual Puget Sound seeks a Financial Representative to build long-term client relationships and deliver personalized insurance solutions and financial planning.

In this role you will assess client needs, design tailored strategies for protection, retirement, and investments, and collaborate with a dedicated planning team.

The office emphasizes mentorship, ongoing training, work-life balance, and community involvement to help advisors thrive personally and professionally.

Qualifications

• Bachelor's degree required.
• Experience in financial services or insurance is beneficial but not required.
• Licenses such as Series 6, 63 and state insurance licenses are required or sponsorship available.

Responsibilities

• Engage with clients to understand financial goals and concerns.
• Develop comprehensive plans including investments, insurance, and retirement.
• Recommend insurance solutions to protect assets and income.
• Monitor client plans and adjust strategies as needs change.
• Network to build and maintain a client base.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor's degree

Job description

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

At Northwestern Mutual Puget Sound, our mission is to empower growth driven individuals to build a life of true freedom, fueled by our high performance ecosystem. We are proud to be a nationally recognized office dedicated to developing the next generation of financial representatives, ranked the #1 office in the country for new advisor success (revenue) twice in the past five years, most recently in 2025, and consistently named a top five Best Place to Work for the past three years. Inspired by Managing Partner Josh’s commitment to helping others live a life of choice and potential, we are equally passionate about making an impact beyond the office. Through initiatives like supporting pediatric cancer research with organizations such as Alex’s Lemonade Stand and the Pediatric Cancer Research Foundation, raising over $500,000 in the last five years, as well as participating in events like the Fred Hutch Obliteride, we are committed to strengthening our community while helping our advisors thrive both personally and professionally.

Our offices are located at:

• Seattle: 601 Union St. #2500, Seattle, WA. 98101
• Bellevue: 10655 NE 4th St. Ste. 900, Bellevue, WA. 98004
• Tacoma: 1201 Pacific Avenue Ste. #500 Tacoma, WA 98402

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

Meet Our Team:

Josh Johnston, Managing Partner (MP):

• Time with NM: 8 years.
• Prior Experience: Background in wholesale business, managing sales for domestic brick-and-mortar retailers as well as international distribution within a baby furniture company.
• Passionate About: Spending time with and raising his four children. He enjoys cigars and artisan spirits, traveling both domestically and internationally to explore new cultures and natural beauty, and shopping at farmers markets and cooking seasonal meals with his family.

Blake Ozuna, District Director (DD):

• Time with NM: 9 years.
• Prior Experience: Began as an intern during his junior year of college and transitioned into a full-time advisor role, building his career with Northwestern Mutual since.
• Passionate About: Being intentional with his time outside of work. He is an avid runner, golfer, and sports fan, closely following the Seattle Mariners, Tottenham Hotspur, and Washington State athletics. He also enjoys trying new restaurants and experiences with his wife, Anna.

Thomas Steingrebe, Managing Director (MD):

• Time with NM: 5 years.
• Prior Experience: Joined Northwestern Mutual directly out of college with the goal of building his own financial planning practice. Drawn to the firm’s integrated planning approach and client-first focus, he was motivated by the opportunity to make a meaningful impact and build something for his future and family.
• Passionate About: Golfing, exploring new food experiences, and spending quality time with his family.

Victoria Nenchev, Managing Director (MD):

• Time with NM: 5 years.
• Prior Experience: Spent 8 years at a previous firm building her own practice and developing new advisors. Prior to her financial career, she was a collegiate athlete and trained for the Olympic trials.
• Passionate About: Spending time with her two young children, staying active both in and out of the gym, and enjoying live music with friends.

About the Financial Representative Role:

As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

• Education: A bachelor's degree.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:

• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Josh Johnston is a Managing Partner of NM and not in legal partnership with NM, or its subsidiaries.