Associate Financial Representative

Northwestern Mutual is a leading financial services organization with a people-first approach to providing financial clarity and security. With $265 billion in assets under management and $1.8 trillion in life insurance protection, the company supports over 4.5 million clients through life and disability income insurance, long-term care coverage, annuities, investments, and financial planning services. Backed by over 160 years of financial expertise, Northwestern Mutual also manages more than $125 billion in client assets through its wealth management and investment services. Alongside their corporate offices in Milwaukee and New York, Northwestern Mutual empowers a diverse and growing nationwide field force of financial advisors to deliver innovative solutions for financial security. Explore how Northwestern Mutual invests in your career growth at https://jobs.northwesternmutual.com/. Role Description

This is a part-time, with potential to grow quickly to full-time, role for an Associate Financial Representative, based in Greater Milwaukee. As an Associate Financial Representative, you will provide critical support in managing client accounts, coordinating financial planning services, and ensuring exceptional client experiences. Daily responsibilities include assisting with financial plan development, preparing for client meetings, analyzing investment portfolios, and collaborating with team members to meet client needs. You will also help manage documentation, coordinate insurance needs, and handle client communications efficiently. Qualifications

Strong knowledge and skills in Financial Planning and Retirement Planning Understanding of Insurance and Investments concepts Knowledge of Finance principles and practices Excellent communication, customer service, and organizational skills Proficiency in financial software and tools Bachelor's degree in Business, Finance, or related field preferred Prior experience in a financial services role is a plus

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