Financial Representative

Northwestern Mutual is dedicated to helping individuals achieve financial clarity through personalized, people-first planning. With $265 billion in assets under management and $1.8 trillion in life insurance protection in force, we proudly serve over 4.5 million clients nationwide. Our comprehensive services include life, disability income, and long-term care insurance, as well as annuities, investment services, and retirement planning. Headquartered in Milwaukee and New York, we foster a diverse and inclusive workplace for our financial representatives and corporate employees as we shape the future of financial security.

Role Description This is a full-time, on-site position for a Financial Representative based in Naples, FL. The Financial Representative will build meaningful client relationships, provide tailored financial planning solutions, and guide clients in achieving their financial goals. Key responsibilities include conducting comprehensive financial assessments, developing and implementing financial and investment strategies, and providing ongoing client support to ensure financial success.

Qualifications

Proficiency in Financial Planning and Retirement Planning to develop strategies tailored to individual client needs

Experience with Insurance solutions, including life, disability, and long-term care insurance

Knowledge of Finance and Investments to provide sound financial advice and wealth management guidance

Strong verbal communication skills and the ability to build and maintain client relationships

Self-motivated, goal-oriented, and capable of working independently

Bachelor's degree in Finance, Business, Economics, or a related field (preferred)

Relevant certifications such as CFP® or progress toward financial designation programs are a plus

#J-18808-Ljbffr