Overview:
Company Description
Northwestern Mutual is a financial security company that has been helping families and businesses achieve financial security for over 160 years. With a big-picture approach that combines insurance and investments, Northwestern Mutual guides clients to their financial goals through personalized digital experiences and leading-edge technology. The company holds over $1.8 trillion worth of life insurance protection and has more than 4.5 million clients who rely on them for various financial services.
Role Description
This is a full-time hybrid role for a Post Grad - Financial Representative at Northwestern Mutual. The Financial Representative will be responsible for assisting clients with financial planning, insurance, retirement planning, and investments. This role is located in the Washington DC-Baltimore area, with flexibility for some remote work and the ability work in other offices.
Qualifications
- Financial Planning, Insurance, and Finance skills
- Experience in retirement planning and investments
- Excellent interpersonal and communication skills
- Strong analytical and problem-solving skills
- Ability to work independently and as part of a team
- Bachelor's degree in a related field
- Certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are beneficial
Responsibilities
- Utilize financial concepts and analysis skills to provide comprehensive financial planning services.
- Offer expertise in estate planning and securities law to assist clients with their financial goals.
- Manage investment portfolios and provide recommendations based on tax experience and wealth management strategies.
- Build and maintain strong customer relationships through effective communication and financial sales techniques.
- Stay updated on industry trends and regulations to ensure compliance with CFP and Chartered Financial Analyst standards.
Job Type: Full-time
Pay: $70,172.00 - $115,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Financial planning services
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Retirement plan
- Vision insurance
Compensation Package:
- Bonus opportunities
- Commission pay
Experience:
- Financial concepts: 1 year (Preferred)
Location:
- Washington, DC 20006 (Preferred)
Ability to Commute:
- Washington, DC 20006 (Required)
Ability to Relocate:
- Washington, DC 20006: Relocate before starting work (Required)
Work Location: Hybrid remote in Washington, DC 20006
