Financial Representative

2 weeks ago


Vernon Hills, United States Northwestern Mutual Full time

Our Financial Representatives at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there.
- As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way.
- Choose a career were changing someone else’s life for the better is also life-changing for you - personally, professionally, and financially.

The advisor career with Northwestern Mutual allows one the opportunity to:

- **Make An Impact**:

- Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.
- **Independence**:

- Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself
- **Unlimited Income**:

- Develop a career with NM that not only provides outstanding self-determined income potential but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.

**Benefits Program**:

- Leadership Opportunities
- Sponsorship of Licensing/Credentialing
- Robust development bonuses to aid as you launch your business
- Expense Allowance
- Comprehensive Medical, Dental and Vision Coverage
- Retirement Package; Pension Plan
- Group Life and Disability Income Insurance
- Extensive Training Platform Provided

**Desired Skills and Experience**:

- BA or BS degree from a four-year institution preferred.
- Prior sales and/or business experience preferred.
- Prior financial services experience **not needed** -- extensive training platform provided.

Pay: $70,000.00 - $120,000.00 per year

**Benefits**:

- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Referral program
- Retirement plan
- Vision insurance

Compensation package:

- Bonus opportunities
- Commission pay

Weekly schedule:

- Monday to Friday

Work setting:

- In-person
- Office

**Education**:

- Bachelor's (preferred)

Work Location: In person



  • Woodland Hills, United States Northwestern Mutual Full time

    Full Time Hybrid BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Representatives strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are professionals who come from varying backgrounds and experiences to...


  • East Hills, United States Blue Ocean Wealth Solutions Full time

    At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning. As a Financial Services Representative, you will work closely with clients to understand their financial goals, assess...

  • Financial Services Representative

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago


    East Hills, United States Blue Ocean Wealth Solutions Full time

    At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning. As a Financial Services Representative, you will work closely with clients to understand their financial goals, assess...

  • Financial Planning

    Found in: beBee jobs US - 3 weeks ago


    Beverly Hills, California, United States The Gersh Agency, LLC Full time

    The Manager of Financial Planning & Analysis (FP&A) will analyze operational, commercial, strategic and financial data/metrics in order to provide insightful analysis to drive management actions and initiatives and the planning process. In this role, you will manage business forecasting and budgets; perform financial analyses in line with corporate goals;...


  • El Dorado Hills, United States Broadridge Financial Solutions Full time

    Act as a liaison between Client Relations and the Production departments at a national level. Efficiently complete documented tasks which support internal and external client needs. Monthly reconciliation of production output to generate billing data Contract, Operations, Representative, Client Relations, Overnight, Support, Business Services


  • Vernon Hills, United States Scotsman Group Full time

    •Represents service on cross functional product development teams, assist in the development and successful implementation of new product introduction plans. •Creates and maintains parts and service materials and literature including service manuals, bulletins, and parts lists •Assists with service dispatch team •Reports on Parts Business sales and...

  • Relationship Manager

    Found in: beBee jobs US - 2 weeks ago


    Arden Hills, Minnesota, United States Alerus Financial Full time

    Territory for this position will be in Fargo, ND. Out of city/state candidates must be willing to travel to Fargo, ND regularly. Position Summary:This position is responsible for managing existing commercial relationships and developing new opportunities with a primary focus on retirement relationships. Business Advisors deliver comprehensive financial...


  • Campton Hills, United States Cullinan Properties LTD Full time

    LOCATION: Burr Ridge, IL or East Peoria, IL SUMMARY: Develops and oversees all fiscal activity including accounting functions and reporting, tax compliance and planning, insurance and risk management, and management of department staff. Plan and forecast the overall financial vision for the company to ensure productive financial operations. Cullinan is a...


  • Beverly Hills, United States Gersh Full time

    Gersh has been a force in the entertainment industry since its founding in 1949. With a commitment to excellence and hands-on representation, Gersh a full-service agency with over 300 staff, including more than 130 agents has earned an unrivaled legacy in Hollywood. In 2023, an equity investment from Crestview Partners signaled a new era for the agency,...


  • Beverly Hills, United States Gersh Full time

    Gersh has been a force in the entertainment industry since its founding in 1949. With a commitment to excellence and hands-on representation, Gersh a full-service agency with over 300 staff, including more than 130 agents has earned an unrivaled legacy in Hollywood. In 2023, an equity investment from Crestview Partners signaled a new era for the agency,...

  • Financial Planning and Analysis Manager, FP&A

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Beverly Hills, United States Gersh Full time

    Gersh has been a force in the entertainment industry since its founding in 1949. With a commitment to excellence and hands-on representation, Gersh – a full-service agency with over 300 staff, including more than 130 agents – has earned an unrivaled legacy in Hollywood. In 2023, an equity investment from Crestview Partners signaled a new era for the...


  • Beverly Hills, United States Gersh Full time

    Gersh has been a force in the entertainment industry since its founding in 1949. With a commitment to excellence and hands-on representation, Gersh – a full-service agency with over 300 staff, including more than 130 agents – has earned an unrivaled legacy in Hollywood. In 2023, an equity investment from Crestview Partners signaled a new era for the...


  • Beverly Hills, United States Altitude Group Full time

    Job DescriptionJob DescriptionOur client is a Real Estate Private Equity Firm located in Beverly Hills. They are seeking a Snr. Financial Analyst/Investor Relations SpecialistThe position would work closely with the CFO and other C-Level Executives of the company. The person in this role will be exposed to the leadership and decision-making of the company...


  • Beverly Hills, United States Altitude Group Full time

    Job DescriptionJob DescriptionOur client is a Real Estate Private Equity Firm located in Beverly Hills. They are seeking a Snr. Financial Analyst/Investor Relations SpecialistThe position would work closely with the CFO and other C-Level Executives of the company. The person in this role will be exposed to the leadership and decision-making of the company...


  • North Richland Hills, United States Remington College Full time

    Job DescriptionJob DescriptionRemington College is seeking an exceptional admissions representative!If you’re a highly motivated, goal-oriented professional with experience in public relations, sales, or customer service, and you have a desire to help others succeed, we want to hear from you.We’re looking for a talented admissions representative to join...


  • Beverly Hills, United States Innovative Metrics Full time

    Job DescriptionJob DescriptionThe Account Sales Representative (ASR) is responsible for new business acquisition, account growth and optimization within the mortgage lead generation space. The ASR will proactively work on prospecting, closing and growing Mortgage Lenders, Banks and Brokers for the Lendgo Network.  The ASR will work closely with their...

  • Registration Representative, ER

    Found in: beBee jobs US - 4 days ago


    Laguna Hills, California, United States MemorialCare Full time

    DescriptionTitle: Registration RepresentativeLocation: Laguna Hills, CADepartment: AdmittingStatus: Full-timeShift: Nights (10hr shifts)Pay Range: $ $29.47/hourAt MemorialCare Health System, we believe in providing extraordinary healthcare to our communities and an exceptional working environment for our employees. Memorial Care stands for excellence in...


  • Auburn Hills, United States CORNERSTONE COMMUNITY FINANCIAL CREDIT UNION Full time

    Job DescriptionJob DescriptionPosition Description:The Relationship Banker II will support CCF by developing and nurturing relationships with our membership working diligently to find real positive solutions for their financial needs. They will utilize their strong product knowledge to promote, educate, and cross-sell financial products and services to meet...

  • Junior Sales Development Representative

    Found in: beBee jobs US - 3 weeks ago


    Woodland Hills, California, United States LeadsMarket Full time

    is a forward thinking tech company and industry leader in lead generation for financial services. We operate a next generation platform where buyers and sellers buy and sell leads, calls and clicks. Along with our flagship brand we are also in the early stages of building with our new offering ThinkWallet which we are creating to help consumers access both...


  • Auburn Hills, United States CORNERSTONE COMMUNITY FINANCIAL CREDIT UNION Full time

    Job DescriptionJob DescriptionPosition Description:The Relationship Banking Specialist II will support CCF by developing and nurturing relationships with our membership working diligently to find real positive solutions for their financial needs. They will utilize their strong product knowledge to promote, educate, and cross-sell financial products and...