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Financial Representative

Remote, USA Full-time Posted 2026-06-17

Northwestern Mutual is a leading financial services company dedicated to helping clients achieve financial security through personalized financial planning. The Financial Representative role involves developing and implementing financial plans for clients while providing support and mentorship as they grow in their careers.

Responsibilities

  • Help clients reach their goals by developing and implementing financial plans
  • Provide the financial tools and support to help clients get there
  • Connect with people, building personal, trusted relationships
  • Help people make more informed, confident decisions

Skills

  • Ability to connect with people and build personal, trusted relationships
  • Interest in financial planning
  • Driven person 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
  • Bachelor of Arts or Science degree from a four-year college or university
  • 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
  • 401(k)
  • Dental insurance
  • Employee assistance program
  • Flexible schedule
  • Health insurance
  • Health savings account
  • Life insurance
  • Parental leave
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Tuition reimbursement
  • Vision insurance

Company Overview

  • Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. It was founded in 1857, and is headquartered in Middleton, WI, US, with a workforce of 201-500 employees. Its website is https://www.northwesternmutual.com/office/wi/middleton/20692054.
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