What are the responsibilities and job description for the Financial Representative - Entry Level position at Diverse Wealth?
At Diverse Wealth of Northwestern Mutual, we’re driven by a vision of impacting lives today and for generations to come. With $180 million in assets under management and recognition as a FORUM firm within our district, we are a top-performing organization committed to excellence, passion, and purpose.
Our Managing Director, a multi-year OARS qualifier, has a track record of coaching elite advisors, including Million Dollar Round Table, LLS, Pathfinders, and FORUM advisors. Under our leadership, Diverse Wealth has achieved the #1 ranking in Lives, New Clients, and Premium within our category, setting the standard for success in the industry.
At our core, we offer a transformational business opportunity that empowers advisors to help their clients achieve financial security through world-class financial solutions. Our culture is rooted in honesty, transparency, and respect, fostering an environment of continuous growth and a relentless pursuit of excellence. Beyond financial planning, Diverse Wealth is committed to making a meaningful impact by supporting Alex’s Lemonade Stand, reinforcing our dedication to giving back to the community.
We believe in a life built on passion, purpose, and courage, and our mission is to shape a transformational legacy—one that strengthens families, businesses, and communities for generations to come.
Our thriving office is located : 7380 W Sand Lake Rd Orlando, FL 32819.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / tar1BSa7Gaw
Check out our website : https : / / diversewealth.nm.com /
A Glance at Northwestern Mutual (NM) :
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business :
Sindy Walters - Managing Director :
- How long with NM? Been with NM for 18 years.
- Background? Born in Venezuela and grew up in Colombia. Moved to Orlando at 17 years old.
- Prior Experience? She started her career in the financial services industry with Northwestern Mutual in 2007, shortly after graduating from UCF with a degree in Business.
- Mission? Impacting the Hispanic and minority market in Central Florida, and bringing financial literacy and a call to action to each household while making it an enjoyable experience.
- Passionate About? Finds joy in traveling the world, giving back to the community, and spending time with her loving family.
- How long with NM? Been with NM for 20 years.
- Prior Experience? Received a degree in Finance from UCF. Started his career in the financial services industry through an Internship with Northwestern Mutual in 2003 and within a year had opened up a scratch financial planning office in Greater Orlando.
- Passionate About? Loves spending time with his wife and 2 children. Also enjoys spending time on the golf course and giving back to his community.
- How long with NM? Joined Northwestern Mutual in June of 2024.
- Prior Experience? Former certified personal trainer and worked at UCF as the strength coach for their football team.
- Passionate About? Enjoys spending time weight lifting and training, his faith, and being with his loved ones.
- How long with NM? Joined Northwestern Mutual in January of 2025.
- Prior Experience? Was a corporate executive as well as an author prior to starting with NM.
- Passionate About? Loves spending time with her 2 children and husband, enjoys the beach, and watching documentaries.
- How long with NM? Joined Northwestern Mutual in October of 2023.
- Prior Experience? Started in the banking industry at the age of 15 doing an internship at Addition Financial. Also owns a gym called Greed Island Barbell.
- Passionate About? Loves spending time with his wife and 2 dogs. Is passionate about building an enduring financial planning practice where he helps business owners, families & government employees plan for the future.
- Client Consultation : Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning : Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions : Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support : Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking : Build and maintain a network of clients through referrals, community involvement, and professional associations.
- Education : A bachelor's degree is preferred.
- Experience : Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills : Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses : Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits :
- Retirement
- Income Potential : Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship : Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance : Flexibility to create a schedule that fits your lifestyle and goals.
- Impact : Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Drew Walters - Lead Advisor :
Edwin Wiley - Financial Representative :
Alysse Coe - Financial Representative :
Michael Alicea - Financial Representative :
About the Financial Representative Role :
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities :
Qualifications :
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sindy Walters is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Salary : $63,000 - $100,000
