Northwestern Mutual · 1 week ago
Financial Representative
Boca Raton, FL
Full-time
Hybrid
New Grad, Entry Level
$100K/yr - $300K/yrNorthwestern Mutual is a leading financial services company committed to helping families and businesses achieve financial security through personalized planning. As a Financial Representative, you will build client relationships and develop tailored financial strategies to help clients gain control over their financial future.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Renata Carvalho, MBA
Responsibilities
Build and nurture strong client relationships based on trust and long-term partnership
Develop personalized financial plans tailored to clients’ goals and life stages
Guide clients on insurance, investments, retirement, and wealth-building strategies
Stay informed on industry trends, financial markets, and innovative planning tools
Grow your practice by sourcing, acquiring, and serving new clients
Qualification
Required
Strong communication and interpersonal skills with a client-first mindset
The ability to thrive independently and collaboratively in a team environment
Entrepreneurial drive and motivation to grow your own business
Background check and fingerprinting
Insurance licenses: 215 (Life & Health)
Securities licenses: Securities Industry Essentials (SIE) exam, Series 6 (or 7), and Series 63
Northwestern Mutual-specific courses/training
Preferred
Relevant certifications and licenses (e.g., CFP®) or willingness to pursue them
Benefits
Award-winning training & mentorship to help you build your practice.
Access to cutting-edge technology and a strong support system.
The opportunity to make a real impact in your community.
A flexible hybrid schedule that balances work and life.
A career path with limitless growth potential —you determine your success.
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
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