Northwestern Mutual · 20 hours ago
Associate Financial Representative
Erie, PA
Full-time
Onsite
New Grad, Entry LevelNorthwestern Mutual is a leading financial services company, and they are seeking an Associate Financial Representative to specialize in client service and support the financial representative. The role involves ensuring efficient office operations, preparing financial plans, executing trades, and managing client follow-up and correspondence.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Amber Love
Responsibilities
Input data, gather information at the direction of the financial advisor
Ensuring for accuracy
Review financial plans with Advisor/Client
Preparing investment proposals
Executing trades and ensuring for accuracy
Managing all financial planning client follow-up and correspondence
File new statements, account forms and other insurance/investment-related materials
Preparing insurance proposals
Communicate with home office, NMIS and fund families to supply or obtain information
Prepare/print letters of instruction for client signature
Gather information for Advisor’s meeting with clients/prospects (prospectuses, annual reports, Morningstar reports) and enter data into planning software (non-asset allocation components only)
Prepare account summaries for variable and securities owners
Print and distribute NMIS related forms to existing clients
Review NMIS forms for completeness and return to Advisor if missing information
Monitor Items for Attention (IFA) and bring any action items to the Advisor’s attention
Complete order tickets and new account forms based on information obtained by Advisor
Work with network office, NMIS and fund families to resolve client account issues
Provide account values and performance to clients at the direction of Advisor
Qualification
Required
Health and Life licensed required
Excellent oral and written communication skills
Familiarity with Microsoft applications and data entry and information retrieval software
Strong attention to detail with the ability to work with a high degree of accuracy
Preferred
Financial Service or Insurance industry experience preferred
Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
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
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 StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-22
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2026-01-17
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