Financial Representative (Pathway to Financial Advisor - Training provided)

Northwestern Mutual is a leader in financial services, committed to helping individuals achieve financial clarity. The Financial Representative role involves providing personalized financial planning services and managing client relationships while developing tailored strategies to meet their financial goals. Responsibilities Provide personalized financial planning services to clients Analyze clients' financial needs, including retirement planning, insurance coverage, and investment strategies Manage client relationships Develop strategies to achieve clients' financial goals Help empower clients to make informed decisions Skills Proficiency in Financial Planning and Retirement Planning to assist clients in developing tailored financial strategies Strong knowledge of Insurance products and services to provide optimal coverage options Experience or understanding of Finance and Investments for designing comprehensive financial portfolios Excellent interpersonal and communication skills to build and maintain client trust and relationships Self-motivation, goal-oriented mindset, and a commitment to continuous learning Must be based in Milwaukee, WI or surrounding area Relevant certifications or degrees in finance, economics, or a related field are a plus Company Overview Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments. It was founded in 1857, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 5001-10000 employees. Its website is Company H1B Sponsorship Northwestern Mutual has a track record of offering H1B sponsorships, with 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.