Entry Level Financial Representative
Bridgeport, CT jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Elevate your career and join the high-performing team at Northwestern Mutual of Fairfield County! Were actively seeking to add a Financial Representative to lead our network of offices into an exciting new phase of growth and success.
Our passion for community support is evident in our ongoing contributions to these charities:
Local: Norwalk Open Door (transitioning people from homelessness into mainstream society), Filling in the Blanks (meals for schools).
National: Alexs Lemonade Stand (Pediatric Cancer).
Were also proud to support the Catch A Lift Fund, helping post-9/11 veterans recover and thrive through fitness, wellness, and community.
Our network is one of Northwestern Mutuals most historic network offices. In 2024, the firm had 5 advisors ranked in the Top-10 of the Forbes Best-In-State Financial Securities List (CT) and 9 rank in the Top-25.
Our thriving offices are located:
Stamford Network Office: 333 Ludlow Street, Suite 6 Stamford, CT 06902
Westport District Office: 274 Riverside Ave, Suite 4 Westport, CT 06880
Fairfield District Office: 1 Eliot Place, Suite 200 Fairfield, CT 06824
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Income Range Within Our Network of Offices:
Years 1-4 in Business:
Average: $80,000
Top 25%: $170,000
Top 10%: $240,000
Top performers exceed $200,000 in Year 1
Years 5+ in Business:
Average: $305,000
Top 25%: $730,000
Top 10%: $1,115,000
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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Alex Beilin Managing Partner
How long with NM? 30 years.
Previous experience? Worked at TGIFridays during college, excelling in customer service and seasonal sales.
Passionate about? Spending time with his wife Leslie and son Luca, traveling, sports, and exploring different cultures, as well as faith development.
Louis Pietig Managing Director, Fairfield District Office
How long with NM? 7 years.
Previous experience? Financial services wholesaler at Horizon Kinetics and Cohen & Steers, then financial advisor at Wells Fargo Advisors.
Passionate about? Family, community service, and travel. He has 3 sons and actively gives back to the community.
Andrew Kalinowski Managing Director, Westport District Office
How long with NM? 10 years, including an internship.
Previous experience? Held jobs at a car wash and as a bus boy/dishwasher in high school.
Passionate about? Golf, snowboarding, scuba diving, and Boston sports, especially football (Patriots) and hockey (Bruins).
About the Financial Representative Role:
As a Financial Representative 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 strongly 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 in Milwaukee, WI. Alex Beilin is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.
Flexible work from home options available.
Financial Representative with Business Development Focus
Monterey, CA jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Transition Your Business Development Skills into a Career in Financial Services with Northwestern Mutual Monterey District!
Your ability to build relationships, understand client needs, and deliver tailored solutions could make you an ideal fit for a rewarding career in financial services. We are seeking business development and client-facing professionals with backgrounds in industries such as insurance, auto, advertising, pharmaceuticals, medical equipment, P&C, logistics, real estate, telecom/IT, industrial equipment, or media.
Leverage Your Client-Facing Expertise: Your background in business development or consulting has given you strong communication and negotiation skills. In financial services, you could use those same strengths to educate clients, guide decision-making, and build long-term trust.
Build Meaningful Relationships: Just as youve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey.
See the Impact of Your Work: In business development, youve helped organizations and individuals achieve growth. In this role, you could see the direct impact of your guidance as families and communities gain lasting financial security.
Unlock Unlimited Earning Potential: A career in financial services could provide significant earning opportunities, along with a clear path for professional growth and leadership.
Our thriving office is located at: 479 Pacific St, Ste 1, Monterey, CA 93940
Meet Our Local Team:
Anthony Ivancich Managing Director:
Time with NM: 14 years.
Prior Experience: Anthony studied Finance at Sonoma State University, where he enjoyed playing pick-up basketball and being active in the SAE fraternity. Unsure of his career path after college, a referral from his wifes uncle to a Northwestern Mutual advisor set him on a rewarding journey that has grown into a long-term career.
Passionate About: Anthony is deeply committed to his community and faith. He actively volunteers at Calvary Monterey and supports organizations such as Fellowship of Christian Athletes, Tri-Valley Seek and Save, and 360 Serve. He loves traveling, spending time with his family, and is also a proud San Francisco 49ers fan.
Francisco Arrevalo Financial Advisor:
Time with NM: 3 years.
Prior Experience: Francisco played collegiate soccer at Hastings College in Nebraska, where he served as team captain for three years and earned First-Team Academic All-American honors. While there, he founded a mental health awareness organization, Hope120, and co-hosted
The Unknown
podcast, which focused on sharing real-life stories to inspire others.
Passionate About: Francisco is passionate about mental health, youth mentorship, and giving back to the community that shaped him. He volunteers with the Salinas Valley Chamber of Commerce, speaks to high school students through Fellowship of Christian Athletes, and supports local soccer initiatives such as Salinas Soccer Femenil. Outside of work, he enjoys running, playing piano, spending time with his girlfriend Crystal and their dog Peque, and cheering on Real Madrid, Chivas, the San Francisco Giants, Warriors, and 49ers.
Sarah Willson Financial Representative:
Time with NM: 2 months.
Prior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelors degree in Mathematics. After graduation, she began her career in the banking industry before transitioning into financial services.
Passionate About: Sarah enjoys spending quality time with her family and friends and lives a very active lifestyle. She regularly participates in CrossFit competitions, snowboards in the winter, and enjoys relaxing with Netflix during her downtime.
Chandler Sanguinetti Associate Financial Advisor:
Time with NM: 3 years.
Prior Experience: Originally from Stockton, Chandler moved to Aptos to attend Cabrillo Community College before transferring to CSU Monterey Bay, where he earned a bachelors degree in Business Administration. He began his Northwestern Mutual journey as a college intern and has since grown into a full-time advisor.
Passionate About: Chandler is passionate about giving back through his role as treasurer of The Jackson 3 Foundation, a nonprofit that supports children who have lost a parent or guardian. He also loves spending time with family and friends, traveling, golfing, and playing baseball. A country music enthusiast, he proudly roots for the San Francisco Giants and the Raiders.
Position Responsibilities for a Financial Representative:
Educate clients on financial planning and insurance options.
Provide excellent customer service and build lasting relationships.
Collaborate with a local supportive team.
Position Requirements:
Strong communication and interpersonal skills.
Goal-oriented with a desire to succeed.
Life insurance license and FINRA certifications (or willingness to obtain).
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.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
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 in Milwaukee, WI. Anthony Ivancich is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Financial Representative Entry Level
Marshalltown, IA jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At Northwestern Mutual Cedar Rapids, we are committed to building the most financially secure communities in America, one person, one family, and one business at a time. Recognized as one of CBJs
Coolest Places to Work
and honored with the
Training APEX Award
,
Forbes: Best Employers for New Grads
, and
WayUp: Top 100 Internships
, our office combines industry-leading training with a culture of growth and inclusion. From our Leadership Development Program and Womens Affinity Summit to our Diversity, Equity & Inclusion committee (IMPOWER), we foster an environment where everyone has the tools and support to succeed. Beyond professional growth, we are deeply committed to giving back, supporting causes like Alexs Lemonade Stand, the University of Iowa Stead Family Childrens Hospital, and pediatric cancer research through local events that make a lasting impact.
Our thriving office is located at: 401 1st St SE Suite 401 Cedar Rapids IA 52401
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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Local Team:
Kalvin Grabau Keele, CHFC, CLU, RICP Managing Partner/Wealth Management Advisor:
Time with NM: 20 years.
Prior Experience: Kalvin began his career with Northwestern Mutual as a college intern and has been with the firm ever since, growing into leadership and advanced planning roles over nearly two decades.
Passionate About: Kalvin values faith, family, and fun. He enjoys sports, reading, and writing, and finds fulfillment in staying active and spending time with loved ones.
Ben Frazier District Director:
Time with NM: 5 years.
Prior Experience: Ben served as a Medical Officer in the Army National Guard before transitioning into financial services.
Passionate About: Ben loves animals, music festivals, and traveling overseas. He also enjoys kickboxing and is passionate about giving back to his community.
Kate Berry Financial Advisor:
Time with NM: 2 years.
Prior Experience: Kate attended law school and was planning to become a lawyer before discovering her career path with Northwestern Mutual.
Passionate About: Kate spends much of her time on the farm and is a devoted animal lover, especially of cattle, horses, and dogs. She enjoys DIY projects, scrapbooking, hunting, and fishing. Faith is central to her lifeshe dedicates time to studying the Bible, has participated in many mission trips, and volunteers as a coach for Upwards Sports, teaching kids about Christ through athletics.
Kyle Reeve Financial Advisor:
Time with NM: 3 years.
Prior Experience: Kyle worked in public education for 15 years, serving as both a teacher and a school principal.
Passionate About: Kyle enjoys spending time with his family, especially his two young boys who keep him active with their activities. His family is involved in their church and loves time together on the golf course and at their familys cabin.
About the Financial Representative Role: As a Financial Representative 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 is preferred.
Experience: Previous experience in financial services 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.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
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 in Milwaukee, WI. Kalvin Grabau Keele is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Analyst, Corporate Actions - Delaware
Wilmington, DE jobs
About this role
BlackRock's business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We are committed to our clients-period. Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future. That's why investors of all kinds have made us the world's largest asset manager, entrusting us with trillions of dollars, and its why companies, institutions and global governments come to us for help meeting their biggest financial challenges.
Are you an investment operations professional searching for a rewarding opportunity to join a world-class asset manager? If you pride yourself on building positive relationships and being part of a hardworking team with elevated performance, look no further! BlackRock is pursuing an Analyst within Corporate Actions to join our high-performing team. You will benefit from our team who recognizes that strength comes from diversity, and will embrace your skills, enthusiasm, and passion!
Our Global Corporate Actions team has primary operating centers in Edinburgh, Delaware, Gurgaon and Singapore. Our objective is to lead and provide a world-class Corporate Action service through the application of governance and controls crafted to mitigate risk to the Firm and our Clients. We operate as a single, global entity built around a robust “pass-the-book” philosophy. This allows the effective and controlled transition of workload across our primary locations and enables us to have a good night's rest!
As an Analyst, you will provide quality service for Corporate Actions following our standard operating procedures. This reduces risk to our clients and the firm. This is a multi-functional role where the team will manage end to end Corporate Actions' event through the entire event lifecycle. You will serve as a liaison with BlackRock's Global Custodian network and work on BlackRock's proprietary operating platform, Aladdin, where there are multiple of applications including the Corporate Actions Manager (CAM).
Responsibilities:
Ensure that mandatory corporate action and dividend events across markets and asset types (equities, fixed income and derivatives) are captured, validated and updated in Aladdin.
Ensure that corporate action entitlements are processing accurately via quality control and market valuation impact check.
Perform corporate actions entitlement reconciliation and resolve stock and cash exceptions.
Adhere to procedures and daily controls and work together as a team to complete daily deliverables.
Support the global “Pass The Book” strategy and partner with global colleagues to identify guideline in BlackRock's processes and drive consistency.
Manage queries received from both internal and external stakeholders.
Escalate all material risk items and service issues to the senior management on a timely basis.
Work closely with business partners including other Investment Operations teams to ensure an efficient and effective workflow and adopt a ‘One BlackRock' approach to problem solving.
Be a Student of the Market by maintain awareness of industry developments and how they impact BlackRock.
Participate in local, regional, and global projects/testing.
Experience
Bachelor's degree in related field (Masters in Finance)
0-3 years' experience in a Corporate Actions or an Investment Operations-related position in Global Custody
Strong analytical and problem-solving skills.
Strong risk mitigation attitude: ability to apply judgement as to when to raise issues.
Excellent communication skills (written and verbal) to work directly with clients and across all levels of staff and management.
Ability to work effectively in a dynamic environment.
Focus on continuous improvement and process innovation.
Data Analytics skills preferred; coding knowledge (VBA,SQL, PYTHON, RPA) will be a plus .
For Wilmington, DE Only the salary range for this position is USD$66,500.00 - USD$85,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Auto-ApplyAnalyst, Investment Liaison Equity
Baltimore, MD jobs
External Description:
The Equity Investment Liaison position supports global investment operations for Equity strategies by working closely with investment teams and other stakeholders to ensure operational readiness for investors, clients, and TRP products. Leverages strategy and operational expertise to represent our Investment Teams while working with other areas of the firm including, Sales, Distribution, Operations and Client Services. Supports Investment teams through all stages of the account life cycle from prospecting, onboarding, and ongoing client and product support.
Responsibilities
Serve as a key representative of the Investment teams throughout all stages of the client account lifecycle-including new account onboarding, account updates, marketing support, and client due diligence- to help drive successful outcomes.
Support ongoing operational activities related to portfolio management across multiple investment strategies within Global Investment Operations. Activities include researching and analyzing investment and performance data, generating customized investment, risk, and performance reports, providing operational support for model portfolios, coordinating responses to corporate action events, resolving pre-trade compliance matters, maintaining strategy-level data, benchmarks, and performance composites, processing discretionary trade orders, and independently resolving investment-related operational issues.
Exercise sound judgment and some autonomy to ensure operational readiness and support for investment management activities spanning various products, separate accounts, and investment types. Typical responsibilities include reviewing prospectus language, analyzing investment guidelines for implementation, facilitating the opening of foreign market trading accounts, and establishing standing instructions with internal and external stakeholders.
Contribute to the development and review of materials for client meetings, marketing efforts, client reporting, and internal investment committee meetings. Collaborate with investment staff and senior team members to maintain content that communicates investment insights and strategies.
Demonstrate a commitment to continuous improvement by developing use cases, creating testing plans, and participating in unit testing activities as directed, with the goal of ensuring successful and efficient outcomes for Global Investment Operations initiatives.
Collaborate with portfolio managers across multiple investment strategies and sectors to understand, enhance, and align operational processes and client engagement workflows, fostering a culture of learning and teamwork.
Maintain accurate and comprehensive procedural documentation for assigned strategies, participate in cross-training opportunities, and provide operational coverage for a defined subset of investment strategies. Under the guidance of senior team members and management, help onboard new employees and support their development by sharing knowledge of policies and procedures.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
2+ years of total relevant work experience
Preferred:
4+ years of total relevant work experience
Critical thinking skills and abilities to solve complex problems and evaluate optimal solutions
Strong communication skills including technical writing to concisely summarize and communicate between investment personnel and operational teams
Ability to influence and interact effectively with stakeholders and partners
Completion of or progress towards an MBA, MSF, CFA, or CPA program
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
City:
State:
Community / Marketing Title: Analyst, Investment Liaison Equity
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Analyst, Equity Investment Liaisons
Baltimore, MD jobs
External Description:
The Equity Investment Liaison position supports global investment operations for Equity strategies by working closely with investment teams and other stakeholders to ensure operational readiness for investors, clients, and TRP products. Leverages strategy and operational expertise to represent our Investment Teams while working with other areas of the firm including, Sales, Distribution, Operations and Client Services. Supports Investment teams through all stages of the account life cycle from prospecting, onboarding, and ongoing client and product support.
Responsibilities
Serve as a key representative of the Investment teams throughout all stages of the client account lifecycle-including new account onboarding, account updates, marketing support, and client due diligence- to help drive successful outcomes.
Support ongoing operational activities related to portfolio management across multiple investment strategies within Global Investment Operations. Activities include researching and analyzing investment and performance data, generating customized investment, risk, and performance reports, providing operational support for model portfolios, coordinating responses to corporate action events, resolving pre-trade compliance matters, maintaining strategy-level data, benchmarks, and performance composites, processing discretionary trade orders, and independently resolving investment-related operational issues.
Exercise sound judgment and some autonomy to ensure operational readiness and support for investment management activities spanning various products, separate accounts, and investment types. Typical responsibilities include reviewing prospectus language, analyzing investment guidelines for implementation, facilitating the opening of foreign market trading accounts, and establishing standing instructions with internal and external stakeholders.
Contribute to the development and review of materials for client meetings, marketing efforts, client reporting, and internal investment committee meetings. Collaborate with investment staff and senior team members to maintain content that communicates investment insights and strategies.
Demonstrate a commitment to continuous improvement by developing use cases, creating testing plans, and participating in unit testing activities as directed, with the goal of ensuring successful and efficient outcomes for Global Investment Operations initiatives.
Collaborate with portfolio managers across multiple investment strategies and sectors to understand, enhance, and align operational processes and client engagement workflows, fostering a culture of learning and teamwork.
Maintain accurate and comprehensive procedural documentation for assigned strategies, participate in cross-training opportunities, and provide operational coverage for a defined subset of investment strategies. Under the guidance of senior team members and management, help onboard new employees and support their development by sharing knowledge of policies and procedures.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
2+ years of total relevant work experience
Preferred:
4+ years of total relevant work experience
Critical thinking skills and abilities to solve complex problems and evaluate optimal solutions
Strong communication skills including technical writing to concisely summarize and communicate between investment personnel and operational teams
Ability to influence and interact effectively with stakeholders and partners
Completion of or progress towards an MBA, MSF, CFA, or CPA program
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
City:
State:
Community / Marketing Title: Analyst, Equity Investment Liaisons
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Analyst, Investment Liaison Equity
Baltimore, MD jobs
External Description:
Supports investment teams through all stages of the client life cycle by managing investment-related, operational activities. Acts as a conduit for investments by leveraging foundational business and technical knowledge to manage complex investment-related, operational activities.
Responsibilities
Under the general guidance of senior team members and management, supports the ongoing operational activities associated with portfolio management of multiple investment strategies of low to moderate complexity. Example activities include: researching and analyzing investment and performance data; generating bespoke investment-, risk-, and performance-related reporting, providing operational support for model portfolios, ensuring coordination of responses on corporate action events; resolving pre-trade compliance issues; maintaining strategy-level data, benchmarks, and performance composites; processing discretionary trade orders; and resolving low to moderately complex investment-related operational issues independently. May act as a resource for junior members while helping them complete operational activities.
Uses some autonomy in decision-making to ensure operational readiness to support investment management activities for multiple low to moderately complex investment strategies, products, separate accounts, and/or investment types. Example activities include: reviewing prospectus language, proposing investment guidelines, instructing opening of foreign market trading accounts, establishing standing instructions with internal and external parties, etc.
Uses some discretion to coordinate portfolio manager responses to ad hoc and recurring quantitative investment-related data inquiries posed by internal teams, clients, consultants, and prospects. Drafts response to complex requests for review by more experienced managers.
Reviews content and sources standard investment data for use in client meetings, marketing materials, client reporting, and internal investment committee meetings. Develops content as directed by investment staff and senior team members.
With guidance and oversight from senior team members and management, serves as project participant on investments-initiated projects. Develops use cases and testing plans and participates in unit testing as requested to ensure successful outcomes.
Maintains accurate and complete procedural documentation for assigned strategy(ies), participates in cross-training exercises and provides operational coverage as needed for a defined subset of investment strategies. Under the direction of senior team members and management, participates in training new employees on policies and procedures.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
2+ years of total relevant work experience
Qualifications
Preferred:
Strategic thinker and problem-solver with proven ability to understand details and actively participate in execution to ensure success.
Conversational knowledge of financial modeling techniques, general industry knowledge, GIPS, general knowledge of investment management techniques
Ability to influence and interact effectively with stakeholders and partners
Critical thinking skills and abilities to solve complex problems
Excellent verbal and written communication skills
Progress towards relevant advanced degree or certifications (MBA, MSF, CFA, etc.)
Ability to communicate effectively on high level topics with investment management professionals is strongly preferred
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to two days per week from home.
City:
State:
Community / Marketing Title: Analyst, Investment Liaison Equity
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Analyst, Corporate Actions - Delaware
Wilmington, NC jobs
About this role BlackRock's business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We are committed to our clients-period. Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future. That's why investors of all kinds have made us the world's largest asset manager, entrusting us with trillions of dollars, and its why companies, institutions and global governments come to us for help meeting their biggest financial challenges.
Are you an investment operations professional searching for a rewarding opportunity to join a world-class asset manager? If you pride yourself on building positive relationships and being part of a hardworking team with elevated performance, look no further! BlackRock is pursuing an Analyst within Corporate Actions to join our high-performing team. You will benefit from our team who recognizes that strength comes from diversity, and will embrace your skills, enthusiasm, and passion!
Our Global Corporate Actions team has primary operating centers in Edinburgh, Delaware, Gurgaon and Singapore. Our objective is to lead and provide a world-class Corporate Action service through the application of governance and controls crafted to mitigate risk to the Firm and our Clients. We operate as a single, global entity built around a robust "pass-the-book" philosophy. This allows the effective and controlled transition of workload across our primary locations and enables us to have a good night's rest!
As an Analyst, you will provide quality service for Corporate Actions following our standard operating procedures. This reduces risk to our clients and the firm. This is a multi-functional role where the team will manage end to end Corporate Actions' event through the entire event lifecycle. You will serve as a liaison with BlackRock's Global Custodian network and work on BlackRock's proprietary operating platform, Aladdin, where there are multiple of applications including the Corporate Actions Manager (CAM).
Responsibilities:
* Ensure that mandatory corporate action and dividend events across markets and asset types (equities, fixed income and derivatives) are captured, validated and updated in Aladdin.
* Ensure that corporate action entitlements are processing accurately via quality control and market valuation impact check.
* Perform corporate actions entitlement reconciliation and resolve stock and cash exceptions.
* Adhere to procedures and daily controls and work together as a team to complete daily deliverables.
* Support the global "Pass The Book" strategy and partner with global colleagues to identify guideline in BlackRock's processes and drive consistency.
* Manage queries received from both internal and external stakeholders.
* Escalate all material risk items and service issues to the senior management on a timely basis.
* Work closely with business partners including other Investment Operations teams to ensure an efficient and effective workflow and adopt a 'One BlackRock' approach to problem solving.
* Be a Student of the Market by maintain awareness of industry developments and how they impact BlackRock.
* Participate in local, regional, and global projects/testing.
Experience
* Bachelor's degree in related field (Masters in Finance)
* 0-3 years' experience in a Corporate Actions or an Investment Operations-related position in Global Custody
* Strong analytical and problem-solving skills.
* Strong risk mitigation attitude: ability to apply judgement as to when to raise issues.
* Excellent communication skills (written and verbal) to work directly with clients and across all levels of staff and management.
* Ability to work effectively in a dynamic environment.
* Focus on continuous improvement and process innovation.
* Data Analytics skills preferred; coding knowledge (VBA,SQL, PYTHON, RPA) will be a plus .
For Wilmington, DE Only the salary range for this position is USD$66,500.00 - USD$85,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Financial Representative Entry Level
West Des Moines, IA jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At Northwestern Mutual of Central Iowa, our mission is to help people find clarity, create confidence, and enjoy the pursuit of a rich life. We live our core values every day: striving for excellence through dedication and commitment; valuing family with a selfless and supportive culture; and pursuing growth together, both personally and professionally.
Our team is passionate about giving back to the community, with meaningful involvement in causes like Alexs Lemonade Stand. If youre looking for a career where you can make a difference, grow with a supportive team, and build lasting relationships, wed love to hear from you.
Our thriving office is located at: 1245 Jordan Creek Pkwy, Suite 200 West Des Moines, IA 50266
Watch this short video to experience
A Day in the Life of a Northwestern Mutual Advisor
: ****************************
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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Jeff Byrn Managing Partner:
Time with NM: Started as an intern in December 2005.
Prior Experience: Started with NM early in his career.
Passionate About: A dedicated sports fan of many college and professional teams. Outside the office, Jeff is usually coaching or cheering for one of his three kids sports activities. When hes not on the sidelines, hes working on his second career as a future senior professional golfer.
Logan Molina Financial Representative:
Time with NM: Started as an intern in May 2014.
Prior Experience: Studied Liberal Arts.
Passionate About: Enjoys spending time with family, playing golf, watching and playing all things sports, as well as movies and food.
About the Financial Representative Role:
As a Financial Representative 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 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.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
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 in Milwaukee, WI. Jeff Bryn is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Financial Representative Entry Level
Kennesaw, GA jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the Winning Team at Northwestern Mutual Vinings!
At Northwestern Mutual Vinings, we believe in excellence, integrity, commitment, courage, and fun. As one of the companys Top 5 Internship offices and a recipient of the Diversity Award, our team is dedicated to inspiring and challenging people toward a lifetime of stewardship and growth. We are a cohesive team committed to a standard of excellence that embraces accountability, and we get the job done every time. Beyond our work, we are proud to support causes that make a lasting difference in our community, including the Pediatric Brain Tumor Foundation, Special Forces Trust, and Second Chance K9.
Our thriving office is located at: 2859 Paces Ferry Road SE, Suite 1200 Atlanta, GA 30339
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet:
Jordan M. Thompson, J.D., ChFC
Growth & Development Director | Financial Advisor | Army Officer | Advocate for Veterans, Attorneys, Business Executives, Athletes, & More
In addition to working as a Financial Advisor & Growth Development Director at Northwestern Mutual, Jordan is an Officer in the Army National Guard & Special Operations Community. He has a passion for advising veterans, athletes, business executives, attorneys & their clients; though he enjoys working with people of all backgrounds. In conjunction with knowledge gained from law school; Jordan assists many of his clients with wills, estate organization, trust establishment, personal planning, as well as closely-held business planning. When not spending time with his wonderful wife, Savannah, and their two dogs; he allocates his spare time to working with various military-related non-profits. Additionally, he is the Vice Chair for Northwestern Mutuals Military Field Advisory Committee.
About the Financial Representative Role: As a Financial Representative 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.
Compensation and Benefits:
Performance-based earnings and revenue (
while there is no salary,
average annual earnings are between $70K-$250K; based on 2015-2025 company average for representatives in the first 3 years
)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP, and more
NM-Funded Retirement Package and Pension Plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
Multiple methods of additional compensation, and though there is no base salary, our average first year advisors bring in over $105,000 of revenue in their first year.
Investment compensation up to a 90% grid rate
Uncapped insurance compensation
Endless amounts of income to be made in this role if you put in the effort and follow the development plan we give you throughout training and beyond.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jordan Thompson is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Financial Representative Entry Level
Bonita Springs, FL jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the Winning Team at Northwestern Mutual Bouchard Financial Group!
At Northwestern Mutual Bouchard Financial Group, we are dedicated to building long-lasting, genuine relationships within the community while helping clients create lasting financial security. Our mission is to partner with the community and provide peace of mind through education and exceptional financial guidance, supported by a vision to be the most successful, innovative, and admired organization in the financial services industry. Guided by our core values of integrity, grit, respect, and courage, Bouchard Financial Group is actively involved in supporting local charities and organizations such as Alexs Lemonade Stand Foundation for Childhood Cancer, Golisano Childrens Hospital of Southwest Florida, multiple local Chambers of Commerce, SWFL Business Network, SWFL Inc., Young Professionals of Naples, and Florida Gulf Coast University, as well as the SANCAP Chamber.
Our thriving offices are located at:
10070 Daniels Interstate Court #230 Fort Myers, FL 33913
4851 Tamiami Trail North Suite 302 | Naples, FL 34103
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Team:
Jesse Bouchard, Managing Director:
Time with NM: 20 years
Prior to NM: Customer service and hospitality/restaurant industry
Passionate About: Traveling, spending time with family, enjoying the beach, and dining out.
Garrett Groshek, Financial Advisor:
Time with NM: 5 years
Prior to NM: Professional football player
Passionate About: Sports and spending time with his wife and their son.
Jesi Jarosz, Financial Advisor:
Time with NM: 4 years
Prior to NM: Flight attendant and health insurance
Passionate About: Food, time with friends and family, faith, and travel.
Gardel Espinal, Financial Advisor:
Time with NM: 3 years
Prior to NM: Model and auto show product specialist
Passionate About: Working out, reading, spending time with family, basketball, and traveling.
About the Financial Representative Role: As a Financial Representative 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.
Position Requirements:
Strong communication and interpersonal skills.
Goal-oriented with a desire to succeed.
Life insurance license and FINRA certifications (or willingness to obtain).
Position Perks:
Significant bonus opportunity commensurate with outcomes
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance
Ongoing professional development
Local culture of support and positive recognition
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jesse Bouchard is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Financial Representative Entry Level
Cedar Rapids, IA jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At Northwestern Mutual Cedar Rapids, we are committed to building the most financially secure communities in America, one person, one family, and one business at a time. Recognized as one of CBJs
Coolest Places to Work
and honored with the
Training APEX Award
,
Forbes: Best Employers for New Grads
, and
WayUp: Top 100 Internships
, our office combines industry-leading training with a culture of growth and inclusion. From our Leadership Development Program and Womens Affinity Summit to our Diversity, Equity & Inclusion committee (IMPOWER), we foster an environment where everyone has the tools and support to succeed. Beyond professional growth, we are deeply committed to giving back, supporting causes like Alexs Lemonade Stand, the University of Iowa Stead Family Childrens Hospital, and pediatric cancer research through local events that make a lasting impact.
Our thriving office is located at: 401 1st St SE Suite 401 Cedar Rapids IA 52401
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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Local Team:
Kalvin Grabau Keele, CHFC, CLU, RICP Managing Partner/Wealth Management Advisor:
Time with NM: 20 years.
Prior Experience: Kalvin began his career with Northwestern Mutual as a college intern and has been with the firm ever since, growing into leadership and advanced planning roles over nearly two decades.
Passionate About: Kalvin values faith, family, and fun. He enjoys sports, reading, and writing, and finds fulfillment in staying active and spending time with loved ones.
Ben Frazier District Director:
Time with NM: 5 years.
Prior Experience: Ben served as a Medical Officer in the Army National Guard before transitioning into financial services.
Passionate About: Ben loves animals, music festivals, and traveling overseas. He also enjoys kickboxing and is passionate about giving back to his community.
Kate Berry Financial Advisor:
Time with NM: 2 years.
Prior Experience: Kate attended law school and was planning to become a lawyer before discovering her career path with Northwestern Mutual.
Passionate About: Kate spends much of her time on the farm and is a devoted animal lover, especially of cattle, horses, and dogs. She enjoys DIY projects, scrapbooking, hunting, and fishing. Faith is central to her lifeshe dedicates time to studying the Bible, has participated in many mission trips, and volunteers as a coach for Upwards Sports, teaching kids about Christ through athletics.
Kyle Reeve Financial Advisor:
Time with NM: 3 years.
Prior Experience: Kyle worked in public education for 15 years, serving as both a teacher and a school principal.
Passionate About: Kyle enjoys spending time with his family, especially his two young boys who keep him active with their activities. His family is involved in their church and loves time together on the golf course and at their familys cabin.
About the Financial Representative Role: As a Financial Representative 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 is preferred.
Experience: Previous experience in financial services 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.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
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 in Milwaukee, WI. Kalvin Grabau Keele is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Financial Representative Entry Level
Englewood, CO jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the Winning Team at Northwestern Mutual - Greenwood Village!
At Northwestern Mutual - Greenwood Village, our mission is to
elevate the trajectory of the lives we touch
. Guided by our core values of Profound Care, the Power to Choose, Unwavering Character, Uncommon Courage, Benevolent Candor, and Genuine Curiosity, we are a team grounded in purpose, integrity, and gratitude. We have the privilege of living and working in beautiful Colorado, collaborating with the top financial services company in the world while serving our clients and community with excellence. Beyond our work, we proudly support organizations such as the Cystic Fibrosis Foundation and Alexs Lemonade Stand, reflecting our commitment to making a lasting difference in the lives of others.
Our thriving office is located at: 7800 E. Orchard Rd. Ste 200., Greenwood Village, CO 80111
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Team:
Eric McGough, CLU, ChFC, RICP Managing Director (MD):
Time with NM: 35 years
Prior Experience: Studied Accounting in college and began his career in the hospitality industry before realizing he wanted to make a more direct impact helping others reach their goals.
Passionate About: Eric enjoys playing golf and traveling the world with his wife, Debbie. As recent empty nesters in Columbine Valley, they love spending time outdoors with family. He is also an avid reader and enjoys tennis, pickleball, and skiing.
Colin Starr CFP, CLU, RICP Wealth Management Advisor:
Time with NM: 12 years
Prior Experience: Former student and college baseball athlete.
Passionate About: Faith and family are central to Colins life. He volunteers in his churchs youth ministry and enjoys hiking, snowboarding, skiing, frisbee, running, and reading with his wife and kids.
Jensen Feggins Financial Advisor:
Time with NM: 5 years
Prior Experience: Former collegiate athlete who spent time in NFL training camps before joining Northwestern Mutual.
Passionate About: Enjoys traveling, golfing, spending time with friends, and watching sports.
Maggie Brown Director of Development:
Time with NM: 10 years
Prior Experience: Began her career in healthcare, starting as a front desk associate and advancing to manage three urgent care clinics in Pennsylvania. There, she discovered her passion for people and developing others to their fullest potential.
Passionate About: A proud mom of four kids, Maggie enjoys the outdoors, reading, music, games, family walks with their French Bulldog (Blue), and coaching her kids sports. She is steadfast in her core values, growth, gratitude, and balance in both life and leadership.
About the Financial Representative Role:
As a Financial Representative 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 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 in Milwaukee, WI. Eric McGough is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Financial Representative Entry Level
Aurora, CO jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the Winning Team at Northwestern Mutual - Greenwood Village!
At Northwestern Mutual - Greenwood Village, our mission is to
elevate the trajectory of the lives we touch
. Guided by our core values of Profound Care, the Power to Choose, Unwavering Character, Uncommon Courage, Benevolent Candor, and Genuine Curiosity, we are a team grounded in purpose, integrity, and gratitude. We have the privilege of living and working in beautiful Colorado, collaborating with the top financial services company in the world while serving our clients and community with excellence. Beyond our work, we proudly support organizations such as the Cystic Fibrosis Foundation and Alexs Lemonade Stand, reflecting our commitment to making a lasting difference in the lives of others.
Our thriving office is located at: 7800 E. Orchard Rd. Ste 200., Greenwood Village, CO 80111
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Team:
Eric McGough, CLU, ChFC, RICP Managing Director (MD):
Time with NM: 35 years
Prior Experience: Studied Accounting in college and began his career in the hospitality industry before realizing he wanted to make a more direct impact helping others reach their goals.
Passionate About: Eric enjoys playing golf and traveling the world with his wife, Debbie. As recent empty nesters in Columbine Valley, they love spending time outdoors with family. He is also an avid reader and enjoys tennis, pickleball, and skiing.
Colin Starr CFP, CLU, RICP Wealth Management Advisor:
Time with NM: 12 years
Prior Experience: Former student and college baseball athlete.
Passionate About: Faith and family are central to Colins life. He volunteers in his churchs youth ministry and enjoys hiking, snowboarding, skiing, frisbee, running, and reading with his wife and kids.
Jensen Feggins Financial Advisor:
Time with NM: 5 years
Prior Experience: Former collegiate athlete who spent time in NFL training camps before joining Northwestern Mutual.
Passionate About: Enjoys traveling, golfing, spending time with friends, and watching sports.
Maggie Brown Director of Development:
Time with NM: 10 years
Prior Experience: Began her career in healthcare, starting as a front desk associate and advancing to manage three urgent care clinics in Pennsylvania. There, she discovered her passion for people and developing others to their fullest potential.
Passionate About: A proud mom of four kids, Maggie enjoys the outdoors, reading, music, games, family walks with their French Bulldog (Blue), and coaching her kids sports. She is steadfast in her core values, growth, gratitude, and balance in both life and leadership.
About the Financial Representative Role:
As a Financial Representative 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 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 in Milwaukee, WI. Eric McGough is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Financial Representative Entry Level
Aurora, CO jobs
Job DescriptionBenefits:
Stipend Consideration
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the winning team at Northwestern Mutual of North Denver!
Our North Denver District fosters an inclusive environment where diverse perspectives fuel creativity and collaboration. Our mission is to financially empower our communities to change the world. We prioritize safety, authenticity, and inclusivity through open communication and ongoing support. Our team regularly attends diversity conferences like "Out & Equal" and "Together with Pride" to continuously evolve our culture of respect and engagement within the broader community.
Our team embraces diversity, creativity, and collaboration, guided by our 5 Core Values:
Support: Enabling clients to achieve financial confidence and security.
Inclusivity: Fostering a welcoming environment for diverse communities and talent.
Education: Providing knowledge and advocacy to support informed financial decisions.
Compassion: Offering empathetic and personalized support to clients.
Excellence: Striving for the highest standards in service and professional growth.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: *******************************************
Vision: To redefine the landscape of the financial planning industry, making the North Denver District the go-to sanctuary for diverse communities seeking financial empowerment and social impact
Mission: To Financially empower our communities to change the world
Check out this video we created specifically for women considering this career. We wanted to introduce you to some of our teams badass women! ********************************** K1Unkj_Ww
Meet Some of Our Local Team:
Molly Berger, Growth and Development Director
How long with NM? Since June 2020
Previous experience? Nonprofit background, Director of Sales at a fintech startup.
Passionate about? Financial empowerment for women and marginalized communities, advocating for LGBTQ+ rights, and traveling with her son Elijah.
Sarah Tinkler, Managing Director
How long with NM? Since July 2006
Previous experience? College student majoring in Political Science, worked in food service, tutored, and assisted children with autism.
Passionate about? Solo hiking, yoga instructor, certified personal trainer, travel and time with family, and spending time with her wife, Renata.
Darrah Tinkler, Chief Growth Officer & Onboarding Specialist
How long with NM? Since May 2023
Previous experience? Assistant Librarian
Passionate about? Helping people discover career paths, exploring antique stores and spending time with their husband.
Sam Berman, Chief Development Officer & Director of Insurance
How long with NM? Since December 2023
Previous experience? Kindergarten Teacher
Passionate about? Mentoring others to help them become incredible advisors that help their communities reach their dreams.
Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Qualifications: Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Retail, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental, Nonprofit, Fitness and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.
Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.
We offer a first-year stipend based on controllable factors, ensuring a starting income, if you put in the work and meet the positions requirements.
Successful candidates will begin as financial representatives. Financial Representatives are prohibited from using the title Advisor until licensures are obtained (including SIE 6 and 63) and Northwestern Mutual specified courses are satisfactorily completed.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sarah Tinkler is a District Agent of NM.
For more information and additional disclosures please go to northdenver.nm.com.
Flexible work from home options available.
Financial Representative Entry Level
Lafayette, CO jobs
Job DescriptionBenefits:
Stipend Consideration
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the winning team at Northwestern Mutual of North Denver!
Our North Denver District fosters an inclusive environment where diverse perspectives fuel creativity and collaboration. Our mission is to financially empower our communities to change the world. We prioritize safety, authenticity, and inclusivity through open communication and ongoing support. Our team regularly attends diversity conferences like "Out & Equal" and "Together with Pride" to continuously evolve our culture of respect and engagement within the broader community.
Our team embraces diversity, creativity, and collaboration, guided by our 5 Core Values:
Support: Enabling clients to achieve financial confidence and security.
Inclusivity: Fostering a welcoming environment for diverse communities and talent.
Education: Providing knowledge and advocacy to support informed financial decisions.
Compassion: Offering empathetic and personalized support to clients.
Excellence: Striving for the highest standards in service and professional growth.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: *******************************************
Vision: To redefine the landscape of the financial planning industry, making the North Denver District the go-to sanctuary for diverse communities seeking financial empowerment and social impact
Mission: To Financially empower our communities to change the world
Check out this video we created specifically for women considering this career. We wanted to introduce you to some of our teams badass women! ********************************** K1Unkj_Ww
Meet Some of Our Local Team:
Molly Berger, Growth and Development Director
How long with NM? Since June 2020
Previous experience? Nonprofit background, Director of Sales at a fintech startup.
Passionate about? Financial empowerment for women and marginalized communities, advocating for LGBTQ+ rights, and traveling with her son Elijah.
Sarah Tinkler, Managing Director
How long with NM? Since July 2006
Previous experience? College student majoring in Political Science, worked in food service, tutored, and assisted children with autism.
Passionate about? Solo hiking, yoga instructor, certified personal trainer, travel and time with family, and spending time with her wife, Renata.
Darrah Tinkler, Chief Growth Officer & Onboarding Specialist
How long with NM? Since May 2023
Previous experience? Assistant Librarian
Passionate about? Helping people discover career paths, exploring antique stores and spending time with their husband.
Sam Berman, Chief Development Officer & Director of Insurance
How long with NM? Since December 2023
Previous experience? Kindergarten Teacher
Passionate about? Mentoring others to help them become incredible advisors that help their communities reach their dreams.
Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Qualifications: Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Retail, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental, Nonprofit, Fitness and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.
Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.
We offer a first-year stipend based on controllable factors, ensuring a starting income, if you put in the work and meet the positions requirements.
Successful candidates will begin as financial representatives. Financial Representatives are prohibited from using the title Advisor until licensures are obtained (including SIE 6 and 63) and Northwestern Mutual specified courses are satisfactorily completed.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sarah Tinkler is a District Agent of NM.
For more information and additional disclosures please go to northdenver.nm.com.
Flexible work from home options available.
Financial Representative Entry Level
Castle Rock, CO jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the Winning Team at Northwestern Mutual - Greenwood Village!
At Northwestern Mutual - Greenwood Village, our mission is to
elevate the trajectory of the lives we touch
. Guided by our core values of Profound Care, the Power to Choose, Unwavering Character, Uncommon Courage, Benevolent Candor, and Genuine Curiosity, we are a team grounded in purpose, integrity, and gratitude. We have the privilege of living and working in beautiful Colorado, collaborating with the top financial services company in the world while serving our clients and community with excellence. Beyond our work, we proudly support organizations such as the Cystic Fibrosis Foundation and Alexs Lemonade Stand, reflecting our commitment to making a lasting difference in the lives of others.
Our thriving office is located at: 7800 E. Orchard Rd. Ste 200., Greenwood Village, CO 80111
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Team:
Eric McGough, CLU, ChFC, RICP Managing Director (MD):
Time with NM: 35 years
Prior Experience: Studied Accounting in college and began his career in the hospitality industry before realizing he wanted to make a more direct impact helping others reach their goals.
Passionate About: Eric enjoys playing golf and traveling the world with his wife, Debbie. As recent empty nesters in Columbine Valley, they love spending time outdoors with family. He is also an avid reader and enjoys tennis, pickleball, and skiing.
Colin Starr CFP, CLU, RICP Wealth Management Advisor:
Time with NM: 12 years
Prior Experience: Former student and college baseball athlete.
Passionate About: Faith and family are central to Colins life. He volunteers in his churchs youth ministry and enjoys hiking, snowboarding, skiing, frisbee, running, and reading with his wife and kids.
Jensen Feggins Financial Advisor:
Time with NM: 5 years
Prior Experience: Former collegiate athlete who spent time in NFL training camps before joining Northwestern Mutual.
Passionate About: Enjoys traveling, golfing, spending time with friends, and watching sports.
Maggie Brown Director of Development:
Time with NM: 10 years
Prior Experience: Began her career in healthcare, starting as a front desk associate and advancing to manage three urgent care clinics in Pennsylvania. There, she discovered her passion for people and developing others to their fullest potential.
Passionate About: A proud mom of four kids, Maggie enjoys the outdoors, reading, music, games, family walks with their French Bulldog (Blue), and coaching her kids sports. She is steadfast in her core values, growth, gratitude, and balance in both life and leadership.
About the Financial Representative Role:
As a Financial Representative 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 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 in Milwaukee, WI. Eric McGough is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Financial Representative for Outdoor Enthusiast
Castle Rock, CO jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Turn Your Passion for the Colorado Lifestyle into a Career in Financial Services with Northwestern Mutual - Greenwood Village!
Do you thrive on freedom, challenge, and meaningful work? If youre someone who values the outdoors, independence, and helping others, a career in financial services could align perfectly with your goals. Were looking for driven professionals who want more than a job, they want a career that provides purpose, flexibility, and lasting impact.
Build a Career That Fits Your Lifestyle: Youve built your life around passion and purpose. At Northwestern Mutual, you can design a career that gives you the same flexibility and fulfillment, with the autonomy to manage your time and the freedom to enjoy everything Colorado has to offer.
Help Others While Building Your Future: As a Financial Representative, youll empower individuals and families to plan confidently for their financial futures. Your ability to connect, listen, and guide others will help your clients achieve the security they need to live the lives they love.
Make an Impact You Can See: This isnt just about numbers, its about people. Every conversation and strategy you build contributes to real, lasting change in the lives of your clients and your community.
Enjoy Unlimited Growth and Freedom: Here, your success is measured by your effort and impact, not by titles or hierarchy. Youll have the opportunity to grow as far as your ambition takes you, supported by a team that values balance, purpose, and personal growth as much as professional success.
Our thriving office is located at: 7800 E. Orchard Rd. Ste 200., Greenwood Village, CO 80111
Meet Our Team:
Eric McGough, CLU, ChFC, RICP Managing Director (MD):
Time with NM: 35 years
Prior Experience: Studied Accounting in college and began his career in the hospitality industry before realizing he wanted to make a more direct impact helping others reach their goals.
Passionate About: Eric enjoys playing golf and traveling the world with his wife, Debbie. As recent empty nesters in Columbine Valley, they love spending time outdoors with family. He is also an avid reader and enjoys tennis, pickleball, and skiing.
Colin Starr CFP, CLU, RICP Wealth Management Advisor:
Time with NM: 12 years
Prior Experience: Former student and college baseball athlete.
Passionate About: Faith and family are central to Colins life. He volunteers in his churchs youth ministry and enjoys hiking, snowboarding, skiing, frisbee, running, and reading with his wife and kids.
Jensen Feggins Financial Advisor:
Time with NM: 5 years
Prior Experience: Former collegiate athlete who spent time in NFL training camps before joining Northwestern Mutual.
Passionate About: Enjoys traveling, golfing, spending time with friends, and watching sports.
Maggie Brown Director of Development:
Time with NM: 10 years
Prior Experience: Began her career in healthcare, starting as a front desk associate and advancing to manage three urgent care clinics in Pennsylvania. There, she discovered her passion for people and developing others to their fullest potential.
Passionate About: A proud mom of four kids, Maggie enjoys the outdoors, reading, music, games, family walks with their French Bulldog (Blue), and coaching her kids sports. She is steadfast in her core values, growth, gratitude, and balance in both life and leadership.
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 is highly preferred, but not required.
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).
Position Perks:
Significant bonus opportunity commensurate with outcomes
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance
Ongoing professional development
Local culture of support and positive recognition
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Eric McGough is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Financial Representative Entry Level
Brighton, CO jobs
Job DescriptionBenefits:
Stipend Consideration
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the winning team at Northwestern Mutual of North Denver!
Our North Denver District fosters an inclusive environment where diverse perspectives fuel creativity and collaboration. Our mission is to financially empower our communities to change the world. We prioritize safety, authenticity, and inclusivity through open communication and ongoing support. Our team regularly attends diversity conferences like "Out & Equal" and "Together with Pride" to continuously evolve our culture of respect and engagement within the broader community.
Our team embraces diversity, creativity, and collaboration, guided by our 5 Core Values:
Support: Enabling clients to achieve financial confidence and security.
Inclusivity: Fostering a welcoming environment for diverse communities and talent.
Education: Providing knowledge and advocacy to support informed financial decisions.
Compassion: Offering empathetic and personalized support to clients.
Excellence: Striving for the highest standards in service and professional growth.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: *******************************************
Vision: To redefine the landscape of the financial planning industry, making the North Denver District the go-to sanctuary for diverse communities seeking financial empowerment and social impact
Mission: To Financially empower our communities to change the world
Check out this video we created specifically for women considering this career. We wanted to introduce you to some of our teams badass women! ********************************** K1Unkj_Ww
Meet Some of Our Local Team:
Molly Berger, Growth and Development Director
How long with NM? Since June 2020
Previous experience? Nonprofit background, Director of Sales at a fintech startup.
Passionate about? Financial empowerment for women and marginalized communities, advocating for LGBTQ+ rights, and traveling with her son Elijah.
Sarah Tinkler, Managing Director
How long with NM? Since July 2006
Previous experience? College student majoring in Political Science, worked in food service, tutored, and assisted children with autism.
Passionate about? Solo hiking, yoga instructor, certified personal trainer, travel and time with family, and spending time with her wife, Renata.
Darrah Tinkler, Chief Growth Officer & Onboarding Specialist
How long with NM? Since May 2023
Previous experience? Assistant Librarian
Passionate about? Helping people discover career paths, exploring antique stores and spending time with their husband.
Sam Berman, Chief Development Officer & Director of Insurance
How long with NM? Since December 2023
Previous experience? Kindergarten Teacher
Passionate about? Mentoring others to help them become incredible advisors that help their communities reach their dreams.
Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Qualifications: Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Retail, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental, Nonprofit, Fitness and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.
Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.
We offer a first-year stipend based on controllable factors, ensuring a starting income, if you put in the work and meet the positions requirements.
Successful candidates will begin as financial representatives. Financial Representatives are prohibited from using the title Advisor until licensures are obtained (including SIE 6 and 63) and Northwestern Mutual specified courses are satisfactorily completed.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sarah Tinkler is a District Agent of NM.
For more information and additional disclosures please go to northdenver.nm.com.
Flexible work from home options available.
Financial Representative Entry Level
Lisbon, IA jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At Northwestern Mutual Cedar Rapids, we are committed to building the most financially secure communities in America, one person, one family, and one business at a time. Recognized as one of CBJs
Coolest Places to Work
and honored with the
Training APEX Award
,
Forbes: Best Employers for New Grads
, and
WayUp: Top 100 Internships
, our office combines industry-leading training with a culture of growth and inclusion. From our Leadership Development Program and Womens Affinity Summit to our Diversity, Equity & Inclusion committee (IMPOWER), we foster an environment where everyone has the tools and support to succeed. Beyond professional growth, we are deeply committed to giving back, supporting causes like Alexs Lemonade Stand, the University of Iowa Stead Family Childrens Hospital, and pediatric cancer research through local events that make a lasting impact.
Our thriving office is located at: 401 1st St SE Suite 401 Cedar Rapids IA 52401
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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Local Team:
Kalvin Grabau Keele, CHFC, CLU, RICP Managing Partner/Wealth Management Advisor:
Time with NM: 20 years.
Prior Experience: Kalvin began his career with Northwestern Mutual as a college intern and has been with the firm ever since, growing into leadership and advanced planning roles over nearly two decades.
Passionate About: Kalvin values faith, family, and fun. He enjoys sports, reading, and writing, and finds fulfillment in staying active and spending time with loved ones.
Ben Frazier District Director:
Time with NM: 5 years.
Prior Experience: Ben served as a Medical Officer in the Army National Guard before transitioning into financial services.
Passionate About: Ben loves animals, music festivals, and traveling overseas. He also enjoys kickboxing and is passionate about giving back to his community.
Kate Berry Financial Advisor:
Time with NM: 2 years.
Prior Experience: Kate attended law school and was planning to become a lawyer before discovering her career path with Northwestern Mutual.
Passionate About: Kate spends much of her time on the farm and is a devoted animal lover, especially of cattle, horses, and dogs. She enjoys DIY projects, scrapbooking, hunting, and fishing. Faith is central to her lifeshe dedicates time to studying the Bible, has participated in many mission trips, and volunteers as a coach for Upwards Sports, teaching kids about Christ through athletics.
Kyle Reeve Financial Advisor:
Time with NM: 3 years.
Prior Experience: Kyle worked in public education for 15 years, serving as both a teacher and a school principal.
Passionate About: Kyle enjoys spending time with his family, especially his two young boys who keep him active with their activities. His family is involved in their church and loves time together on the golf course and at their familys cabin.
About the Financial Representative Role: As a Financial Representative 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 is preferred.
Experience: Previous experience in financial services 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.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
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 in Milwaukee, WI. Kalvin Grabau Keele is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.