Assistant Financial Representative jobs in United States
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Northwestern Mutual · 11 hours ago

Assistant Financial Representative

Northwestern Mutual is a leading financial services company dedicated to helping individuals achieve long-term financial security through personalized planning. They are seeking an Assistant Financial Representative to support financial advisors in providing superior client services, scheduling meetings, and maintaining accurate records.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote

Responsibilities

Supporting financial advisors in providing superior client services
Scheduling client meetings
Reviewing client accounts
Maintaining accurate records

Qualification

Insurance products knowledgeInvestmentsFinance knowledgeOrganizational skillsTime-management skillsFinancial services certificationVerbal communicationWritten communication

Required

Familiarity with Insurance products and related processes
Knowledge of Investments and Finance principles
Strong organizational and time-management skills
Excellent verbal and written communication abilities

Preferred

Prior experience or certification in financial services 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.

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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Company data provided by crunchbase