Northwestern Mutual ยท 1 day ago
Financial Representative (Training Provided)
Northwestern Mutual is seeking Financial Advisors to join their West Hartford, CT office, providing an exciting opportunity for individuals starting a career in financial services. The role involves prospecting for clients, maintaining ongoing relationships, and offering a diverse portfolio of financial products and services including financial planning and wealth management.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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
Qualification
Required
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
Benefits
Medical
Dental
Vision
Pension plan
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Funding
Current Stage
Late StageRecent News
UPSTATE BUSINESS JOURNAL
2025-12-12
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