Associate Financial Representative jobs in United States
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Northwestern Mutual · 1 day ago

Associate Financial Representative

positionWilliamsburg, VA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Northwestern Mutual is committed to providing long-term financial guidance through personalized plans that address financial blind spots. They are seeking an Associate Financial Representative to provide operational and administrative support to Financial Advisors, assisting with client onboarding, financial plan preparation, and investment strategy development.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote

Responsibilities

Provide operational and administrative support to their Financial Advisor
Assist with client onboarding, financial plan preparation, and the development of investment strategies
Support insurance policy management
Maintain client relationships
Ensure compliance with company and industry standards

Qualification

Financial PlanningRetirement PlanningInvestmentsCRM softwareMicrosoft SuitesOrganizational skillsInterpersonal skillsCommunication skills

Required

Strong foundation in Financial Planning, Retirement Planning, and Investments or eagerness to learn and grow in this field
Excellent organizational skills and attention to detail to manage client accounts and documentation effectively
Strong interpersonal and communication skills to build and maintain client relationships
Experience with financial tools, software, CRM, Microsoft Suites is ideal
Ability to work collaboratively in an on-site professional environment
Desire to stay on board long-term and be mutually invested in the growth and success of the firm

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