Financial Representative

Northwestern Mutual is a trusted leader in financial planning, offering personalized strategies to help individuals gain financial clarity and achieve long-term security. With $265 billion in assets under management and more than $1.8 trillion in life insurance protection in force, the company serves over 4.5 million clients through services including life, disability, and long-term care insurance, as well as investment and wealth management solutions. Headquartered in Milwaukee and New York, Northwestern Mutual supports a growing network of financial advisors and prioritizes diversity to shape the future of financial security for individuals and families across the nation.

Role Description This is a full-time, on-site role located in Hartford, CT. The selected candidate will be responsible for assisting in financial planning strategies, managing client relationships, and providing tailored financial recommendations. Daily tasks include analyzing clients' financial data, offering solutions to meet their goals, and assisting in the preparation of personalized financial plans. Collaboration with clients and team members will play a key role in identifying opportunities and addressing potential financial risks.

Qualifications

Excellent interpersonal, communication, and client relationship management skills

Time management, problem-solving, and the ability to prioritize in a dynamic work environment

Bachelor's degree in Finance, Business, Economics, or a related field is preferred but not required

Prior experience in financial planning, advising, or client services is advantageous

#J-18808-Ljbffr