What are the responsibilities and job description for the Financial Representative position at Northwestern Mutual?
At Northwestern Mutual, we’re committed to helping people achieve financial security. Our team in West Virginia embodies our core values of grit, gratitude, stewardship, and love, driving us to make a lasting impact in our community.
Overview:
As business owners, Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Financial Advisor you have the opportunity to:
- Build—Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
- Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
- Influence— Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
- Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients’ needs.
Here at Northwestern Mutual, we believe there’s more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you’ll find the growth that fits your vision and your business.
Compensation & Benefits:
- Performance-based earnings and revenue
- Additional income structure to support training and early development
- Renewal income earned for continued client support and policy management
- Bonus programs and expense allowances
- Support for insurance licensing, SIE, Series 6, Series 63, Series 7, CFP®, and more
- NM-Funded Retirement Package and Pension Plan
- Competitive and comprehensive medical, vision, and dental plans
- Life Insurance and Disability Income Insurance
- Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
- 4-year degree; or equivalent professional work experience
- Entrepreneurial ambitions
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for continuous learning and collaboration
- Proficient critical thinking and communication competencies
- Legal authorization to work in the US without sponsorship
About Us:
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
- Fortune 500 company (2024)
- Forbes’ Best Employers for Diversity (2023)
- Top 5 US Independent Broker-Dealers
- Best Place to Work for LGBTQ Equality- Human Rights Campaign Corporate Equality Index (2023)
- 2025 Training Apex Award winner
Benefits:
- 401(k) matching
- Dental insurance
- Financial planning services
- Flexible schedule
- Flexible spending account
- Health savings account
- Paid training
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
