City of Rochester, New York, United States · Remote OK
$60k–$75k/yr
Entry level$455M raised
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Financial Representative Career Changer Opportunity
Jackson, Mississippi, United States · Hybrid
$62k–$87k/yr
Entry level$455M raised
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Financial Representative Career Changer Opportunity
Coral Gables, Florida, United States · Remote OK
$80k–$95k/yr
Entry level$455M raised
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Skills: Financial planning, Client consultation, Insurance strategies, Networking, Relationship building
Fort Lauderdale, Florida, United States · Remote OK
$67k–$89k/yr
Entry level$455M raised
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$60k–$75k/yr
Full-time
bachelor degree
Bonus, Dental insurance, Flexible schedule, Health insurance, Opportunity for advancement, Training & development
Posted 11d ago
~40 hrs/week
Remote in Pittsford, New York, United States
Responsibilities
Financial planners engage with clients to understand their financial goals and develop comprehensive plans including investments, insurance, and retirement. They also build long-term relationships through networking and provide ongoing support to adjust strategies as client needs change.
Requirements
A bachelor's degree in finance, business, or a related field is preferred, though previous experience is not required. Candidates must be willing to obtain necessary professional licenses such as Series 6, 63, and state insurance licenses.
Full job description
Benefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Ready to turn your experience into something more meaningful? Northwestern Mutual of Rochester fosters an inclusive environment where diverse perspectives drive creativity and collaboration. The team is guided by a clear mission to empower people to reach their full potential, creating a culture that is supportive, growth-oriented, and deeply connected to the community. This commitment extends beyond the office through involvement with local organizations such as Special Olympics of Western NY, Mercy Flight Central NY, Camp Good Days, the Pirate Toy Fund, the Polar Plunge in Canandaigua, and Alex’s Lemonade Stand. Their social platforms further showcase the energy, collaboration, and purpose behind their work, providing a strong foundation for anyone entering a financial representative role.
Why Career Changers Could Thrive Here:
You already have what it takes, people skills, perseverance, and a desire to make a difference.
We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.
Our thriving office is located at: Suite 200, 1162 Pittsford Victor Road, Pittsford, NY 14534
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Team:
Mike D’Archangelo, Director of Selection:
Time with NM: 5.5 years
Prior to NM: Athletic Director, Coach, Teacher, and Mentor at a college
Passionate About: Golfing, boating, dogs, family, lake life, and good food
Greg Constantino, Managing Director:
Time with NM: 25 years
Prior to NM: Professional baseball
Passionate About: Family, faith, fitness, fun, Canandaigua Lake, sports, concerts, and coaching
Alex Spoto, College Unit Director:
Time with NM: 4.5 years
Prior to NM: Intern at the University of Dayton
Passionate About: Hockey, softball, family, the Bills, fun, friends, and hunting
Charlie Diehl, Growth and Development Director:
Time with NM: 6 years
Prior to NM: Intern at SUNY Brockport
Passionate About: My son and husband, my family, my horses, farm life, and traveling with friends
About the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree in finance, business, or a related field is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries and affiliates in Milwaukee, WI. Mike D’Archangelo is not a licensed insurance agent, registered representative of a broker-dealer or representative of a federal savings bank.
At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term. Get financial clarity with a people-first plan designed to uncover new opportunities and potential blind spots. The right time to plan is right now.
With $265.0 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, we've served more than 4.5 million people through our life, disability income, and long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. Our wealth management company and investment services manage over $125 billion in client assets.
We're proud to support our growing field force of financial advisors across the country, as well as our corporate office employees in Milwaukee and New York. As we continue to grow, we believe diversity makes us stronger in shaping the future of financial security.
Explore career opportunities with us: https://jobs.northwesternmutual.com/. Financial representatives and interns are independent contractors, not Northwestern Mutual employees. https://www.northwesternmutual.com/social-media-guidelines
Offices: 720 East Wisconsin Avenue, Milwaukee, WI 53202-4797, US
To learn about our company visit Northwestern Mutual's website at www.northwesternmutual.comWealth ManagementFinanceEmployee BenefitsAdviceConsultingLife InsuranceEducationInsuranceFinancial Services
At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term. Get financial clarity with a people-first plan designed to uncover new opportunities and potential blind spots. The right time to plan is right now.
With $265.0 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, we've served more than 4.5 million people through our life, disability income, and long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. Our wealth management company and investment services manage over $125 billion in client assets.
We're proud to support our growing field force of financial advisors across the country, as well as our corporate office employees in Milwaukee and New York. As we continue to grow, we believe diversity makes us stronger in shaping the future of financial security.
Explore career opportunities with us: https://jobs.northwesternmutual.com/. Financial representatives and interns are independent contractors, not Northwestern Mutual employees. https://www.northwesternmutual.com/social-media-guidelines
Offices: 720 East Wisconsin Avenue, Milwaukee, WI 53202-4797, US
To learn about our company visit Northwestern Mutual's website at www.northwesternmutual.comWealth ManagementFinanceEmployee BenefitsAdviceConsultingLife InsuranceEducationInsuranceFinancial Services