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Northwestern Mutual · 7 hours ago

Financial Representative

Delafield, WI

Full-time

Onsite

New Grad, Entry Level

$70K/yr - $140K/yr

Northwestern Mutual has been helping families and businesses achieve financial security for 160 years. The Financial Representative role involves assessing clients' financial needs, developing tailored financial plans, and providing expert advice to guide clients in making informed decisions.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Assess clients' financial needs and develop tailored financial plans

Provide expert advice on investment management, estate planning, and tax strategies

Analyze financial data to guide clients in making informed decisions

Build and maintain strong relationships with clients to ensure satisfaction and retention

Stay updated on financial regulations and market trends to offer relevant solutions

Collaborate with other financial professionals to enhance service offerings

Qualification

Financial planningGritInterpersonal skillsMotivationSelf-starter

Required

Bachelor of Arts or Science degree from a four-year college or university

Ability to connect with people and build personal, trusted relationships

Interest in financial planning

Driven and committed to succeeding

Willingness to earn more for hard work

Enjoy helping people make informed, confident decisions

Ready to live the life you want, both personally and professionally

Preferred

Strong interpersonal skills

Grit

Motivation

Self-starter

Benefits

Comprehensive medical insurance

Two pension plans

Life and disability insurance

Health care and dependent care reimbursement accounts

Reimbursement for licensing and ongoing education

Company

Northwestern Mutual

Glassdoor3.9

Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Founded in 1857

Milwaukee, Wisconsin, USA

5001-10000 employees

https://www.northwesternmutual.com

Funding

Current Stage

Late Stage

Leadership Team

Timothy Gerend

Chairman, President and CEO

Phil Odella

COO/CFO

Recent News

Bizjournals.com Feed (2025-11-12 15:43:17)

Northwestern Mutual relocating 150-person Mendota Heights office to Bloomington for growth

2026-01-17

Arkansas Business — Business News, Real Estate, Law, Construction

Stone Bank, Washington Regional, UAMS Announce Hires & Promotions (Movers & Shakers)

2026-01-12

PR Newswire

Northwestern Mutual Breaks Company Record on Forbes' Latest List of Nation's Top Wealth Management Teams

2026-01-09

Company data provided by crunchbase