Senior Financial Development Specialist

1 week ago


Milwaukee, Wisconsin, United States Empire Growth Partners Northwestern Mutual Full time
Financial Representative Opportunity at Northwestern Mutual

We are seeking a skilled and ambitious individual to join our team as a Financial Representative. This role offers the chance to build a successful business, helping clients achieve their financial goals while enjoying unlimited earning potential.

About the Role
  • This is an entrepreneurial opportunity where you will be responsible for building relationships with clients, providing personalized financial solutions, and growing your own business.
  • You will have access to industry-leading training, mentorship, and resources to help you succeed in this field.
Key Responsibilities:
  1. Build Relationships: Establish and maintain strong relationships with clients, understanding their financial needs and goals.
  2. Deliver Solutions: Provide personalized financial planning services, using proprietary technology and expertise to create tailored plans.
  3. Influence Clients: Present clients with opportunities to protect and prosper, driving them to action through expert advice and recommendations.
  4. Grow Business: Take ownership of your business, managing client relationships, and continuing to provide optimal advice for their financial needs.
Requirements:
  • A 4-year degree or equivalent professional work experience.
  • Entrepreneurial ambitions and a proven track record of success in relationship-building or client-facing roles.
  • Excellent time-management skills and a desire for continuous learning and collaboration.
  • Proficient critical thinking and communication competencies.
  • Legal authorization to work in the US without sponsorship.
What We Offer:
  • Performance-based earnings and revenue, with average annual earnings of $70K-$250K based on company averages.
  • Additional income structure to support training and early development.
  • Rewards and bonus programs, including expense allowances.
  • Support for insurance licensing and professional certifications.
  • NM-funded retirement package and pension plan.
  • Competitive medical, vision, and dental plans, life insurance, and disability income insurance.
About Us

At Northwestern Mutual, we have helped clients live their best lives through comprehensive financial planning for over 165 years. Our approach combines the expertise of our financial professionals with innovative digital tools and industry-leading products.

We value inclusivity and diversity, fostering a workplace where everyone's unique perspectives drive new successes. Join us in creating a culture that welcomes, values, and empowers all employees.

Why Choose Northwestern Mutual?
  • Fortune 500 company (2023).
  • Forbes' Best Employers for Diversity (2018-2021).
  • Top 10 US Independent Broker-Dealers.
  • #1 Amongst Life Insurers Most Admired Companies for Financial Soundness and Quality of Products/Services.
  • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021).


  • Milwaukee, Wisconsin, United States New York Life Insurance Company - Milwaukee Full time

    About the RoleWe are seeking a highly motivated and self-driven individual to join our team as a Senior Insurance Development Specialist. This exciting opportunity is perfect for individuals who want to build a successful career in insurance sales and financial services.As a Senior Insurance Development Specialist, you will be responsible for developing and...


  • Milwaukee, Wisconsin, United States Vaco Full time

    Job OverviewVaco is seeking a highly experienced and strategic Chief Accounting Officer (CAO) to shape the company's financial strategy, ensuring compliance with regulatory requirements, and managing accounting functions across multiple entities.About the RoleThe ideal candidate will have a deep understanding of US GAAP and other regulatory frameworks...


  • Milwaukee, Wisconsin, United States Hinshaw Full time

    Hinshaw & Culbertson LLP, a national law firm, is seeking a highly skilled Financial Reporting Specialist to join its team.We offer a competitive salary of $75,000 - $90,000 per year, depending on experience, as well as a full benefits package and a 35-hour work week.The successful candidate will be responsible for working with the Financial Reporting...


  • Milwaukee, Wisconsin, United States Ovation Communities Full time

    Company OverviewOvation Communities is one of Milwaukee's premier senior care organizations with over 100 years of stability and service. The company operates in a thriving environment where dedication and commitment to providing quality care are highly valued.Estimated SalaryWe offer a competitive annual salary range of $85,000 - $110,000 based on...


  • Milwaukee, Wisconsin, United States Ovation Communities Full time

    The Foundation Accountant position at Ovation Communities offers a unique opportunity to work with a renowned senior care organization dedicated to helping seniors. With over 100 years of stability and service, we are committed to providing the highest level of care and support.This role is primarily responsible for financial reporting, investment...


  • Milwaukee, Wisconsin, United States GPAC Full time

    A leading community-focused bank is seeking an experienced Senior Commercial Lending Specialist to join their team. This role presents a fantastic opportunity for a motivated individual who is passionate about building strong relationships with clients and driving business growth.Job Responsibilities:Takes applications for commercial loans, reviews customer...


  • Milwaukee, Wisconsin, United States Experis Full time

    We are seeking a highly skilled Senior Accountant to join our team at Experis in Milwaukee, Wisconsin. This is a fantastic opportunity for an experienced professional to utilize their technical accounting knowledge and analytical skills in a fast-paced environment.About the Role:This Senior Accountant position involves coordinating problem resolution,...


  • Milwaukee, Wisconsin, United States Syntricate Technologies Full time

    Job Title: Financial Systems SpecialistAbout Syntricate Technologies: Syntricate Technologies is a reputable technology firm based in Wisconsin, committed to delivering innovative solutions. Salary: $95,000 - $115,000 per yearJob Description:We are seeking an experienced Business Analyst with expertise in financial systems to join our team at Syntricate...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Take your career to new heights as a Senior Product Strategist at Northwestern Mutual, where you'll play a pivotal role in shaping the future of our financial services offerings. With a strong track record of success and a passion for innovation, you'll drive business growth and customer satisfaction through strategic product development.About UsNorthwestern...


  • Milwaukee, Wisconsin, United States Brookdale Senior Living Full time

    Collections Specialist Job DescriptionBecome a key member of our team as a Collections Specialist at Brookdale Senior Living, where you will play a vital role in ensuring our residents receive the care and services they need. As a Collections Specialist, you will be responsible for reviewing account status reports to identify and resolve delinquent...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    At Northwestern Mutual, we foster a culture of innovation and growth. Our commitment to investing in our people drives us to excel in the financial services industry.We are seeking an experienced Strategic Vendor Management Specialist to join our team. In this role, you will be responsible for developing and managing strategic business plans for...


  • Milwaukee, Wisconsin, United States 581 Advocate Aurora Health, Inc. Full time

    Job OverviewWe are seeking a highly skilled Senior Reimbursement Financial Analyst to join our team at 581 Advocate Aurora Health, Inc.


  • Milwaukee, Wisconsin, United States Thrivent Financial Full time

    Job OverviewWe are seeking a skilled Market Development Director to join our team at Thrivent Financial. As a Market Development Director, you will be responsible for growing your market by attracting high-quality, diverse talent into financial professional roles.About the RoleThis is a full-time position that requires flexibility to travel within the...


  • Milwaukee, Wisconsin, United States Wintrust Financial Full time

    About Wintrust FinancialWintrust Financial is a financial holding company with a strong presence in the Chicago area, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. Our unique business model is powered by our talented colleagues who put customers first and achieve better results for clients.Salary RangeThe estimated...


  • Milwaukee, Wisconsin, United States Sinceri Senior Living Full time

    Discover a fulfilling career at Sinceri Senior Living, where you'll make a meaningful difference in the lives of our residents. As a Caregiver and Medication Specialist, you will be responsible for providing exceptional care and support to our elderly community.About UsSinceri Senior Living is a fun-loving, employee-centric community that prioritizes...


  • Milwaukee, Wisconsin, United States Global Channel Management Full time

    About the role of Financial Operations Specialist at Global Channel Management The estimated salary for this position is around $60,000 per year. ​Company Overview:In an exciting opportunity to contribute to a dynamic organization, we are seeking a skilled AP Clerk with 2+ years of experience in financial operations.​Job Description:We are looking for a...


  • Milwaukee, Wisconsin, United States Staffpros Full time

    Job OverviewWe are seeking a detail-oriented Financial Transaction Specialist to join our team at Staffpros. This role will be responsible for managing the accounts payable function for multiple locations, ensuring accurate and timely completion of financial transactions.About the RoleThe Financial Transaction Specialist will be responsible for:Managing...


  • Milwaukee, Wisconsin, United States Hire Evolution Consulting Full time

    Job OverviewHire Evolution Consulting is seeking a Financial Data Specialist to join our team in Milwaukee, Wisconsin. The successful candidate will be responsible for performing data entry and financial balancing tasks in a fast-paced environment, ensuring accuracy and compliance with company procedures.Estimated Salary: $40,000 - $55,000 per yearKey...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Role Overview">We are seeking an experienced Senior Investment Accountant Specialist to join our team at Northwestern Mutual. This role offers a unique opportunity for professional growth and development in a dynamic and innovative environment.About Us">At Northwestern Mutual, we value integrity, professionalism, and teamwork. We are committed to delivering...


  • Milwaukee, Wisconsin, United States Olympus Group Full time

    Job OverviewOlympus Group is a leading provider of custom printing, sewing, and finishing solutions for sports, entertainment, tradeshows, and events. We are seeking a highly skilled Senior Financial Analyst to join our team at our headquarters in Milwaukee.