Associate Financial Representative jobs in United States
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Northwestern Mutual · 2 hours ago

Associate Financial Representative

positionGreater Milwaukee
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Northwestern Mutual is a leading financial services organization with a people-first approach to providing financial clarity and security. The Associate Financial Representative role involves providing critical support in managing client accounts and ensuring exceptional client experiences through financial planning services.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote

Responsibilities

Assisting with financial plan development
Preparing for client meetings
Analyzing investment portfolios
Collaborating with team members to meet client needs
Managing documentation
Coordinating insurance needs
Handling client communications efficiently

Qualification

Financial PlanningRetirement PlanningInsurance ConceptsInvestment ConceptsFinance PrinciplesFinancial SoftwareCustomer ServiceBachelor's DegreePrior ExperienceCommunication SkillsOrganizational Skills

Required

Strong knowledge and skills in Financial Planning and Retirement Planning
Understanding of Insurance and Investments concepts
Knowledge of Finance principles and practices
Excellent communication, customer service, and organizational skills
Proficiency in financial software and tools

Preferred

Bachelor's degree in Business, Finance, or related field preferred
Prior experience in a financial services role is a plus

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
dateFounded in 1857
location
Milwaukee, Wisconsin, USA
people-size5001-10000 employees
web-link
https://www.northwesternmutual.com

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Recent News

PR Newswire
Northwestern Mutual tops industry in Financial Soundness, Quality of Products and Services, Long-Term Investment Value and more on FORTUNE's latest list of the "World's Most Admired" Companies
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
Where Northwestern Mutual has outgrown a 150-person office
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
Northwestern Mutual relocating 150-person Mendota Heights office to Bloomington for growth
2026-01-17
Company data provided by crunchbase