What are the responsibilities and job description for the Financial Specialist position at Northwestern Mutual?
Company Description
Northwestern Mutual has been providing financial security to families and businesses for over 160 years. With a focus on personalized, holistic financial solutions including insurance and investments, we help our clients make the most of life today and for the future. Managing billions in assets and trillions in life insurance protection, we are here for over 4.5 million people nationwide. Diversity is a key strength as we shape the future of financial security, with our headquarters located in Milwaukee, WI.
Role Description
This is a full-time on-site role for a Financial Representative based in Atlanta, GA. The Financial Representative will be responsible for providing financial planning, insurance, retirement planning, and investment services to clients. They will help clients make informed financial decisions and create strategies to meet their financial goals.
Qualifications
Financial Planning, Insurance, and Finance skills
Retirement Planning and Investments expertise
Strong analytical and problem-solving skills
Excellent communication and interpersonal abilities
Series 7 and 63 licenses preferred
Bachelor’s degree in Finance, Economics, or related field
Certified Financial Planner (CFP) certification is a plus
As a Northwestern Mutual Financial Representative :
- Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
- Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
- Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert 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 optimum advice for your clients’ needs.
Compensation & Benefits
Are you ready to change your life and make an impact on others and your community?
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 Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 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 :
