What are the responsibilities and job description for the Financial Representative position at Northwestern Mutual - Bucks County?
Job Description:
This is an excellent opportunity for individuals with an entrepreneur mindset. In this role, you have control over both your time as well as your income growth. Utilizing a proven business model as well as industry leading products and services, you'll have the ability to build a practice that has meaningful impact on the communities you want to serve.
Responsibilities for Year 1:
- Learn to build your own Financial Planning Practice by guiding and coaching clients toward their financials goals.
- Learn how to attract and build a team.
- Pass Exams: Life, Health, SIE, Series 6, Series 63
Responsibilities for Year 2:
- Explore leadership and mentor roles.
- Continue running your own Financial Planning Practice.
- Further your personal education with continued licensing.
Responsibilities for Year 3 through Retirement are unique to the individual and within their control; this will be discussed in the interview process. You are in the driver seat. You decide where this goes long term, with our support.
Benefits:
- Flexible schedule
- Hybrid Working Environment
- Medical, Dental, Vision and Life & Disability Income Insurance
- Mental Health and Well-Being support options
- Retirement Package and Pension
- Series 7, investment licenses, CFP and more support and sponsorship
*DOD SkillBridge Candidates Encouraged to Apply*
https://www.northwesternmutual.com/post-military-careers/
Job Type: Full-time
Pay: $80,000.00 - $150,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
Compensation Package:
- Commission pay
Education:
- Bachelor's (Preferred)
Job Type: Full-time
Pay: $80,000.00 - $150,000.00 per year
Benefits:
- Dental insurance
- Financial planning services
- Flexible schedule
- Health insurance
- Life insurance
- Matching gift program
- Referral program
- Retirement plan
- Vision insurance
Compensation Package:
- Bonus opportunities
- Commission pay
Work Location: Hybrid remote in Jamison, PA 18929
Salary : $80,000 - $150,000