This full-time financial representative role is with Northwestern Mutual, based onsite in Fredericksburg, Virginia. You will assist clients in achieving their financial goals by crafting and executing tailored financial plans, supported by extensive training and mentorship.

Responsibilities

Develop and execute financial plans that establish a client’s current position, define future objectives, and provide the tools and ongoing guidance to reach those goals.

Requirements

Ability to connect with people and cultivate personal, trusted relationships.
Strong interest in financial planning.
Driven, with a proven commitment to success.
Motivated to increase earnings through hard work.
Enjoy guiding clients to make informed, confident decisions.
Willing to pursue a balanced personal and professional life.
Bachelor of Arts or Science degree from a four-year college or university.
Strong interpersonal skills, grit, motivation, and self-starting initiative are advantageous.

Education

Associate degree from a recognized college or university.

Compensation

Salary range: USD 75,000 to 150,000 per year.

Benefits

Comprehensive medical insurance
Two pension plans
Life and disability insurance
Health care and dependent care reimbursement accounts
Licensing and ongoing education reimbursement
401(k) plan and 401(k) matching
Dental insurance
Dependent care reimbursement
Employee assistance program
Employee discounts
Financial planning services
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Matching gift program
Paid training
Parental leave
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

Location

Fredericksburg, Virginia (onsite)

Financial Representative

Job Description