Financial Representative (Training Provided)

Northwestern Mutual; West Hartford (CT); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Pension plan

Job summary

Northwestern Mutual in West Hartford, CT is seeking Financial Representatives to start a career in financial services. This opportunity welcomes recent graduates and experienced candidates alike and offers extensive training.

As a Financial Representative, you will develop client relationships, present financial planning options, and coordinate with specialists to deliver tailored solutions. Compensation is 100% commission-based with stipends and bonuses.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Experience in a client/customer-facing role.
• Excellent communication and interpersonal skills.
• Interest in the financial services sector; no prior financial services experience required.

Responsibilities

• Business Development: establishing relationships with new clients through leads, referrals, and calls.
• Meeting with clients to discuss financial planning, including investment management and insurance
• Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals
• Day-to-day client relationship management and financial advisory

Skills

Client-facing experience

Communication skills

Interest in financial services

Education

Bachelor's degree or equivalent

Job description

Northwestern Mutual is seeking Financial Representatives to join our West Hartford, CT office. this is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates and career-changers.

As a Financial Representative, you will prospect for clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients.

Responsibilities include:

Business Development: establishing relationships with new clients through leads, referrals, and calls

Meeting with clients to discuss financial planning, including investment management and insurance

Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals

Day-to-day client relationship management and financial advisory

Qualifications:

Bachelor’s degree or equivalent work experience

Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.)

Excellent communication and interpersonal skills

Interest in the Financial Services sector

Prior financial services experience is *not* required, and recent graduates are also invited to apply.

Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential.

Whether you are a recent graduate ready to embark on a career in Financial Services or are an experienced candidate seeking a career change or a new challenge, this is an excellent opportunity to thrive in the world of risk management, investments, and wealth management. Our award-winning training program provides you with everything you need to know to succeed in this career, so no prior Financial Advisor experience is needed.

This position is based out of our West Hartford Network office, Monday – Friday, regular business hours. Must live within commuting distance of our office.

*Compensation is 100% commission-based, plus stipends and bonuses.* Average first-year Financial Advisor compensation for this office is $60,000 - $80,000.

Benefits: Medical, dental, vision, and pension plan.

About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for over 165 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 company with over $335 billion in client assets under management and $38 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.