Financial Representative - Training Provided

Northwestern Mutual; Upper Arlington (OH); Hybrid; USD 59,000 - 80,000; Full time

Job summary

A reputed financial services company is seeking a dedicated Financial Representative in Columbus, OH. This full-time hybrid role involves creating tailored financial plans for clients, educating them on strategies, and ensuring alignment with their goals. The ideal candidate will have strong financial knowledge and excellent communication skills. Compensation ranges from $59,000 to $80,000 annually.

Qualifications

• Strong financial knowledge, including Financial Planning, Retirement Planning, and Investments.
• Excellent interpersonal and communication skills for building client relationships.
• Previous experience in sales or customer-focused roles is a plus.

Responsibilities

• Help clients create comprehensive financial plans tailored to their goals.
• Educate clients on financial planning strategies and provide investment advice.
• Ensure financial strategies align with client objectives.

Skills

Financial Planning

Retirement Planning

Investments

Communication Skills

Problem Solving

Education

Bachelor’s degree in Finance, Business, Economics, or a related field

Job description

Financial Representative - Training Provided

Northwestern Mutual is dedicated to helping individuals achieve financial clarity with personalized, long‑term planning focusing on their unique needs and goals. With $265 billion in assets under management and over $1.8 trillion in life insurance protection, we have been helping over 4.5 million clients with solutions like life, disability income, and long‑term care insurance, alongside investment and wealth management services. Our strength lies in our diverse and nationwide field force of financial advisors, backed by corporate offices in Milwaukee and New York. We pride ourselves on fostering growth and inclusivity in shaping the future of financial security.

Role Description

This is a full‑time hybrid role as a Financial Representative based in Columbus, OH, with the flexibility to work remotely as needed. As a Financial Representative, you will help clients create comprehensive financial plans tailored to their goals. Responsibilities include educating clients on financial planning strategies, providing advice on investments, insurance, and retirement planning, and ensuring financial strategies align with client objectives. The role involves building lasting relationships with clients and staying updated on financial industry changes.

Qualifications

• Strong financial knowledge, including Financial Planning, Retirement Planning, and Investments
• Intermediate understanding of Insurance and Finance concepts
• Excellent interpersonal and communication skills for building client relationships
• Problem‑solving abilities and a client‑focused mindset
• Previous experience in sales or customer‑focused roles is a plus
• Relevant certifications or licensing (e.g., Life and Health Insurance License, Series 7 or 63) are beneficial
• Bachelor’s degree in Finance, Business, Economics, or a related field is preferred

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Sales and Business Development

Location & Salary

Columbus, OH $59,000.00 - $80,000.00