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Financial Representative

Northwestern Mutual, Spokane, WA, United States


Northwestern Mutual is dedicated to helping individuals and businesses achieve financial clarity and long-term success through personalized people‑first financial plans. With $265 billion in assets under management and over $1.8 trillion in life insurance protection in force, we provide a wide range of services, including life insurance, disability income insurance, annuities, and investment solutions. Serving over 4.5 million people, we strive to create financial security backed by our strength in wealth management and advisory services. At Northwestern Mutual, diversity and inclusion are at the core of our mission to shape stronger financial futures. Join our growing network of professionals dedicated to making a meaningful impact.

Role Description This full‑time, on‑site position for a Financial Representative is based in Spokane Valley, WA. The Financial Representative will help clients develop financial security through a comprehensive approach that includes assessing their unique needs, providing guidance on financial goals, and recommending tailored solutions. Responsibilities include financial planning, identifying strategies for investment and insurance, and supporting clients on their journey toward financial independence. You will have the opportunity to build relationships, educate clients, and contribute to their long‑term financial success while growing your expertise in the field.

Qualifications

Strong knowledge of Financial Planning, Retirement Planning, and Investments

Understanding of Insurance products and solutions

Experience in the finance industry and a solid understanding of financial principles

Excellent interpersonal and communication skills to build trust and foster client relationships

Highly motivated, goal‑oriented, and capable of working independently

Bachelor’s degree in Finance, Business, Economics, or a related field is preferred

Previous experience as a financial advisor or similar role is a plus

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