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Financial Representative (Training Provided)

Northwestern Mutual
  • West Hartford, CT
  • $60,000–$80,000 Per Year
Today

Job Description

Job Description

Northwestern Mutual is seeking Financial Representatives to join our West Hartford, CT office. this is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates and career-changers.

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As a Financial Representative, you will prospect for clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients.

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Responsibilities include:

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Business Development: establishing relationships with new clients through leads, referrals, and calls

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Meeting with clients to discuss financial planning, including investment management and insurance

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Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals

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Day-to-day client relationship management and financial advisory

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Qualifications:

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Bachelor’s degree or equivalent work experience

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Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.)

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Excellent communication and interpersonal skills

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Interest in the Financial Services sector

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Prior financial services experience is *not* required, and recent graduates are also invited to apply.

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Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential.

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Whether you are a recent graduate ready to embark on a career in Financial Services or are an experienced candidate seeking a career change or a new challenge, this is an excellent opportunity to thrive in the world of risk management, investments, and wealth management. Our award-winning training program provides you with everything you need to know to succeed in this career, so no prior Financial Advisor experience is needed.

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This position is based out of our West Hartford Network office, Monday – Friday, regular business hours. Must live within commuting distance of our office.

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*Compensation is 100% commission-based, plus stipends and bonuses.* Average first-year Financial Advisor compensation for this office is $60,000 - $80,000.

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Benefits: Medical, dental, vision, and pension plan.

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About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for over 165 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 company with over $335 billion in client assets under management and $38 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

Numbers & Facts

LocationWest Hartford, CT
IndustryFinancial Services
Salary$60,000–$80,000 Per Year
Company Size5,000 to 9,999 employees
Year Founded1857
Websitehttps://www.northwesternmutual.com/

About Company

Who We Are

What we believe.

We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities.
These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.

We’re known for our financial strength.

That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities.

We care.

We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about.


Why Work Here

We’re strong and growing.

In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.

We invest in our people.

We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.

Be part of building our future.

We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee.

Enjoy Milwaukee.

Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots.


Our Culture

We are always evolving.

At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.

We do what’s right.

Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work.

We recognize and develop possibilities in our people.

Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective.

Diversity makes us better.

We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Skills

  • Administrative Skillsunmatched
  • Asset Managementunmatched
  • Business Developmentunmatched
  • Communication Skillsunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Customer Support/Serviceunmatched
  • Develop and Maintain Customersunmatched
  • Financial Planningunmatched
  • Financial Servicesunmatched
  • Fortune 500 Customersunmatched
  • High Net Worthunmatched
  • Insuranceunmatched
  • Interpersonal Skillsunmatched
  • Investment Managementunmatched
  • Investment Strategyunmatched
  • Investor Relationsunmatched
  • Retirement Planunmatched
  • Risk Managementunmatched
  • Salesunmatched
  • Sales Prospectingunmatched
  • Service Deliveryunmatched
  • Training Programunmatched
  • Vision Planunmatched
  • Wealth Managementunmatched

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