Northwestern Mutual

Northwestern Mutual

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Northwestern Mutual

Financial Advisor (Training Provided)

Northwestern MutualNew York, NYFull-time
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Compensation$61000K-119000K a year

Establishing client relationships, discussing financial plans, and managing ongoing client needs. | Bachelor's degree or equivalent experience, client-facing experience, excellent communication skills, interest in financial services. | Financial Advisor/Wealth Management Advisor – Northwestern Mutual: Managing Director’s Unit Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan offices. This is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates and career-changers. As a Financial Advisor, you will prospect for clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients. Responsibilities: • Business Development/Sales: establishing relationships with new clients through leads, referrals, and calls • Meeting with clients to discuss financial planning, including life insurance and investment management • Delivery of customized financial plans for clients to help them achieve their financial goals • Day-to-day client relationship management and financial advisory Qualifications: • Bachelor’s degree or equivalent work experience • Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.) • Excellent communication and interpersonal skills • Interest in the Financial Services sector Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential. Whether you are a recent graduate ready to embark on a career in Financial Services, or are an experienced candidate seeking a career change or a new challenge, this is an excellent opportunity to thrive in the world of risk management, investments, and wealth management. Our award-winning training program provides you with everything you need to know to succeed in this career, so no prior Financial Advisor experience is needed. This position starts out as onsite at our Midtown Manhattan offices, Monday – Friday, regular business hours. Must live within commuting distance of our office or be able to relocate to the NYC metro area prior to start. Compensation & Benefits: • 100% Commission - Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). • Benefits: Medical, dental, vision insurance, life and disability insurance, retirement pension plan. About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for over 160 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 company with over $627 billion in assets under management (AUM) and $41 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

Financial advising
Client relationship management
Sales and interpersonal skills
Financial planning and education
Verified Source
Posted 6 days ago
Northwestern Mutual

College Financial Representative, Internship Program - 2025-18832 - Woodland Hls, California - Full-time / Part-time

Northwestern MutualTuscaloosa, ALFull-time, Part-time
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Compensation$1K - 1K a year

Assist in building a financial planning practice by prospecting, developing client relationships, and preparing financial plans. | Full-time student, involved on campus, interested in financial literacy, and entrepreneurial curiosity. | Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: • Learn how to prospect and network to build your business and client base • Develop and execute on a business strategy • Call on potential clients and set meetings to understand their financial goals • Prepare plans and offer useful recommendations • Gain exposure to proprietary planning software platforms • Engage in weekly coaching, training, and development meetings • Receive Risk Product State Licensing: Life, Accident, and Health • Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ® . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? • Full-time student; juniors and seniors preferred • Entrepreneurial ambitions and curiosity for sales • Highly involved on campus (leader, athlete, campus orgs, student government, etc) • Excellent time-management skills • Interest in financial literacy and planning tools • Business savvy and desire to increase critical thinking abilities Compensation & Benefits • Performance-based earnings and revenue • Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) • Productivity Bonuses • Support for insurance licensing (life, health, DI, LTC) • Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual • Fortune 500 company (2023) • Top 100 Internship Programs, Yello x WayUp (2022) • 5.0+ million clients and growing 2 • $257 billion retail investment client assets held or managed by Northwestern Mutual 3 • Forbes' Best Employers for Diversity (2018-2021) • Unsurpassed financial strength 4 • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: • Learn how to prospect and network to build your business and client base • Develop and execute on a business strategy • Call on potential clients and set meetings to understand their financial goals • Prepare plans and offer useful recommendations • Gain exposure to proprietary planning software platforms • Engage in weekly coaching, training, and development meetings • Receive Risk Product State Licensing: Life, Accident, and Health • Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ® . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? • Full-time student; juniors and seniors preferred • Entrepreneurial ambitions and curiosity for sales • Highly involved on campus (leader, athlete, campus orgs, student government, etc) • Excellent time-management skills • Interest in financial literacy and planning tools • Business savvy and desire to increase critical thinking abilities Compensation & Benefits • Performance-based earnings and revenue • Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) • Productivity Bonuses • Support for insurance licensing (life, health, DI, LTC) • Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual • Fortune 500 company (2023) • Top 100 Internship Programs, Yello x WayUp (2022) • 5.0+ million clients and growing 2 • $257 billion retail investment client assets held or managed by Northwestern Mutual 3 • Forbes' Best Employers for Diversity (2018-2021) • Unsurpassed financial strength 4 • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.

Financial analysis
Data management
Excel macros
Bilingual communication (Spanish, Polish)
Verified Source
Posted 6 days ago
Northwestern Mutual

Campus Recruiter

Northwestern MutualTroy, MIFull-time
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Compensation$61K - 61K a year

Develop and execute campus recruiting strategies, conduct interviews, and manage candidate pipelines. | Bachelor’s degree and 2+ years of experience in sales, recruiting, or financial services, with excellent communication skills. | Job Description This position is responsible for Network office recruiting efforts on the college campus. Working with the Chief Recruiting Officer and Chief Development Officer, the Campus Recruiter develops strategies for working with identified universities to achieve internship and conversion campus recruiting goals. The Campus Recruiter is responsible for building and maintaining relationships across each campus to promote the Northwestern Mutual internship and career opportunities. The Campus Recruiter is a member of the Network office leadership team and is responsible to the team for achieving set activities and goals. Duties may include, but are not limited to: Campus Recruiting & Selection • Master information and language regarding all aspects of the financial representative career and internship as well as each step of the selection process • Work with network and district office leadership team to determine conversion and internship goals & activity • Execute network and district office campus recruiting plan to reach activity and contract goals • Identify and prioritize which campuses the office will recruit from • Develop centers of influence on each identified campus • Review all campus resumes received to determine eligibility for screening interviews • Conduct all on-campus screening interviews for internship candidates • Manage all campus candidates through the selection process • Master presentation material to conduct class/club talks • Participate in campus career fairs • Manage and implement campus advertising and promotions Accountability & Tracking * Maintain database of all campus recruiting & selection activity for the network and district offices on a daily basis • Report weekly activity to leadership team • Utilize home office supported software to maintain the candidate database and accurate records of prospects to ensure efficiency of the selection process • Participate in regular (weekly, monthly & quarterly) meetings with the leadership team • Prepare campus activity/results reports for leadership team meetings Miscellaneous • Work with the leadership team to coordinate campus recruiting efforts • Maintain sufficient inventory of all recruiting materials & supplies needed for campus efforts • Assist in continuous development of network and district offices' internship programs • Develop programs/contests as needed to enhance campus recruiting results • Provide support to leadership team members for campus recruiting & selection efforts Qualification Criteria * Bachelor’s degree preferred • Two years progressively responsible work experience, preferably in sales, recruiting or financial services industry • Excellent communication skills required Job Type: Full-time Pay: From $61,000.00 per year Benefits: • 401(k) matching • Dental insurance • Flexible spending account • Health insurance • Health savings account • Paid time off • Vision insurance Schedule: • Monday to Friday Ability to commute/relocate: • Troy, MI 48084: Reliably commute or planning to relocate before starting work (Required) Job Type: Full-time Pay: From $61,000.00 per year Benefits: • 401(k) matching • Dental insurance • Flexible spending account • Health insurance • Health savings account • Paid time off • Vision insurance Work Location: In person

Campus recruiting
Candidate screening
Relationship building
Event coordination
Verified Source
Posted 6 days ago
Northwestern Mutual

Front Desk Receptionist

Northwestern MutualSpringfield, MAFull-time
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Compensation$45K - 45K a year

Assist with client management, document processing, and office support tasks. | Requires a Bachelor's Degree, background check, and licensing within specified timeframes; experience in office administration or related fields preferred. | Office Administrative Assistant & Representative Support Associate Reception • Complete opening/closing procedures • Greet clients as they enter the office • Notify representative of their arrival • Provide with refreshments as requested • Answer primary phone line, forwarding call to appropriate representative and/or forward message to representative • Maintain stock of office supplies, break room refreshments, etc. • Process daily incoming/outgoing mail, checks, policies, etc. • Manage in-suite conference room reservations • Submit & manage building service requests Representative Support Associate • Client management • Creating/updating client records and files • Processing client contact & demographic information changes • Processing case documentation as received from Representatives • Create draft of financial plan • Ensure representative has thoroughly documented client interactions • Pre-fill and send applications • Submit paramedical requests • Draft correspondence letters • Case Prep • Prepare required documents for client meetings • Correspond with our home office resources to confirm required action steps, etc. Expectations/Job Requirements • Pass an SEC background check and fingerprinting • Obtain Life & Health Insurance license within first 3 months (Employer paid training and testing) • Obtain Securities license within first 15 months (Employer paid training and testing) • Must have Bachelor's Degree Benefits: • Paid Time Off • Medical/Dental/Vision benefits available • Matching retirement contributions • Employer paid group insurance • 1x Salary LI • 60% LTD • Access to The American College of Finance for continuing education Job Type: Full-time, Monday-Friday Schedule: 8 hour shift Pay: $45,000.00+ per year Work Location: In person

Customer Service
Interpersonal Skills
Problem-solving
Microsoft Office
Verified Source
Posted 6 days ago
NM

Financial Planning Business Consultant

Northwestern MutualAnywhereFull-time
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Compensation$77K - 142K a year

Provides in-depth financial planning support, develops tools and training, and enhances workflow processes for financial advisors. | Requires Series 7, bachelor's degree in finance or related field, 3-5 years in financial services, and experience with investment platforms. | Primary Duties and Responsibilities Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices. Provides in-depth consultation and support to advisors on financial planning, sales processes, products and implementation. Identifies and develops best practices, tools, training and resources needed to introduce successful financial planning services to the field. Leads projects to enhance centralized service models; drive adoption of Northwestern Mutual's planning and investment philosophies; and support the growth of integrated advisors in the field. Supports workflow refinement, team development and change management in alignment with Northwestern Mutual's evolving distribution strategy. Consults with advisor on financial planning, product options, suitability, and investment concepts and strategies. Analyzes clients' financial goals, current situation and portfolio. Thoroughly documents case notes and thought process for recommendations presented to advisors. Develops appropriate recommendation options to meet client needs, risk profile, time horizon and preferences. Coaches on the presentation of financial plans, investment cases and successful client presentation including handling client objections. Leads projects to enhance the program to increase alignment with planning, integrate investments and increase productivity in field offices. This includes development of tools, training and other materials needed to introduce and expand planning related services. Leads training and education through designing, planning, coordinating and presenting at on topics including program administration, financial planning, investments, technology and workflow. Analyzes workflows and business opportunities to address program implementation obstacles and define centralized planning services to enhance retention and productivity of financial representatives and field offices. Drive the achievement of the goals for the Planning and Wealth Consulting Team. Other responsibilities may be assigned as necessary. Qualifications Series 7 required. Bachelor's degree in business, finance or related field. Minimum 3-5 years of financial services experience including both brokerage and advisory investment platforms with demonstrated investment knowledge and understanding of markets, products, platforms and services. Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals. Confidence in counseling representatives on a variety of proactive approaches and solutions. Strong analytical skills, problem solving, attention to detail and accuracy. Strong consultation, organizational and communication skills including ability to establish rapport at all levels of the organization. High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals and accepting responsibility for results. Passionate about Northwestern Mutual Financial Planning process, products and services. Ability to utilize a financial planning software or previous experience using Northwestern Mutual's Financial Planning software. Empathetic - can put yourself in the shoes of an advisor and see the plan from their perspective. 3 years as a financial planner, investment sales producer, or CFP preferred. Ability to travel as needed. This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 7 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $76,650.00 Pay Range - End: $142,350.00 Geographic Specific Pay Structure: Structure 110: $84,350.00 USD - $156,650.00 USD Structure 115: $88,130.00 USD - $163,670.00 USD We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual. What started in Milwaukee, WI has grown into 7,000+ home office professionals split across 3 campuses: New York City, Franklin and downtown Milwaukee (HQ) - each one bringing with it its own unique talent and culture. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual as we are growing our digital and tech capabilities and are always on the lookout for bright, tech-savvy candidates. Northwestern Mutual is proud to be an equal opportunity and affirmative action employer. We have chosen to build a diverse and inclusive workplace where talented people from all backgrounds want to be, want to stay, and want to build their future. We celebrate and support our differences for the benefit of our employees, our products, and our community. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

Financial Planning
Investment Analysis
Client Consultation
Portfolio Management
Financial Software
Direct Apply
Posted 7 days ago
Northwestern Mutual

Financial Advisor (Sales Training & Development Provided)

Northwestern MutualPortland, ORFull-time
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Compensation$80K - 200K a year

Develop comprehensive financial solutions and build a client base through organic growth. | Bachelor's degree, strong communication skills, self-motivated, resilient, willing to commute. | Launch Your Career with Purpose at Northwestern Mutual At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. Our Financial Advisors are emerging professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with their clients. Northwestern Mutual is more than a job, it’s a chance to build a business you believe in, with a team who believes in you. Whether you’re a career changer, a former athlete, a student leader, or someone who thrives in competitive environments, this could be the career that matches your ambition. Join the Best: Leading office for growth in the company nationwide for new advisor and veteran Financial Advisor growth and development Learn about what makes our market unique: https://www.youtube.com/watch?v=-RAfMQQjYX0 Who We’re Looking For Have you always been self-motivated, entrepreneurial minded, and eager to grow? Are you a recent college graduate ready to make a big impact? Did you balance a packed schedule with sports, internships, leadership roles, or work? If this sounds like you, you might be a perfect match. At Northwestern Mutual, we’re seeking ambitious career changers and early-career professionals with backgrounds in: •College athletics or competitive sports •Business or sales internships •Student leadership roles or entrepreneurial ventures •Family business or small business environments It is not required to have industry experience or a degree in finance. Some of our top advisors started with no financial background, but what they had was grit, discipline, and the ability to connect with people. We provide all the training and mentorship to help you succeed. What You’ll Do as a Financial Advisor •Develop Comprehensive Solutions: Understand clients' goals to create comprehensive financial plans, including retirement, insurance, investments, estate planning, and more, while enhancing their financial literacy for long-term security. •Build Your Practice: Enjoy autonomy and flexibility in establishing your own business within a successful framework of support including network of specialists, paid training, and mentoring. You're in business for yourself, but not by yourself. •Impact Lives: Achieve personal satisfaction through meaningful client relationships that emphasize integrity, while offering personalized solutions to protect and grow assets. •Grow Sustainably: Establish a book of business through organic, sustainable, client-focused growth by building rapport, maintaining communication, and fostering long-term relationships. •Leverage Expertise: Utilize Northwestern Mutual's products and market insights, backed by a strong team, to address individual client needs effectively. We Offer You •Nationally ranked training programs to launch your career •Mentorship and professional development training throughout your entire career •Development stipends and expense allowance •Sponsorship of Licensing/Credentialing (SIE/Series 6/Series 63, Life & Health Ins) •Leadership opportunities •Leading industry products and solutions built on an integrated technology platform •Comprehensive benefits: Health, dental, vision, group life, disability, parental leave, retirement plan •A culture that promotes diversity, teamwork, work/life balance, recognition and rewards •A rewarding career, with extraordinary income potential and a variable compensation model including recognition and bonuses, where hard work directly relates to your sales results https://www.northwesternmutual.com/office/or/portland/87822542 What You Bring •Bachelor’s degree •Strong communication skills •A self-starter mindset with resilience and discipline •Sales, leadership, or client-focused experience is a plus through internships, athletics, or campus involvement •Willingness to commute to Portland, Lake Oswego, or Vancouver, WA Job Type: Full-Time | In-Person Location: Portland, OR | Lake Oswego, OR | Vancouver, WA Compensation package Income Potential Year 1: $80,000 - $200,000+ (uncapped commissions + bonuses) Benefits: •Health insurance •Dental insurance •Vision insurance •Group Life and Disability income insurance •Parental leave •Retirement plan •Professional development assistance Education: Bachelor's (Required)

Client relationship management
Financial planning
Sales and communication
Verified Source
Posted 7 days ago
Northwestern Mutual

Wealth Management Advisor: Training Provided

Northwestern MutualNew York, NYFull-time
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Compensation$40K - 70K a year

Create personalized financial plans and advise clients on financial goals and strategies. | Bachelor's degree, strong communication, interpersonal, and organizational skills, and relevant background in finance or related fields. | Wealth Management Advisor Trainee - The Tri-Harbor Financial Group - NYC Through a distinctive and holistic planning approach, Northwestern Mutual Financial Advisors/ Wealth Management Advisors empower clients to make the most of every single day and plan for important moments in their future. They combine licensed expertise with a personalized digital experience to help clients navigate their financial lives through a wide range of financial planning services. Our advisors help clients pursue their financial goals by serving as a sounding board and accountability partner, and periodically adapt the plan to keep up with client’s changing circumstances. And with more than half of Americans believing their financial planning has gaps, a career with Northwestern Mutual provides abundant opportunities to contribute towards meeting those needs. You’ll partner with clients by creating personalized financial plans that address a broad set of client objectives. Through our industry-leading solutions, you’ll help them protect what they’ve worked so hard to achieve while also growing their assets for the future. Desired Skills and Experience: · Bachelor’s degree and/or career changer · Analytical thinking skills and the ability to assess client needs · Excellent verbal and written communication skills · Effective sales, presentation, and customer service skills · Good organization and time management skills · Strong interpersonal skills We want individuals with different backgrounds and work experience, including but not limited to: · Financial management, investments, insurance, and financial services · Executive leadership · Sales, business development, or relationship management · Former athletes · Military background A career with Northwestern Mutual not only provides outstanding income potential but will provide you with the opportunity to impact the lives of others in a professional setting that emphasizes and values relationships and integrity. Additionally, Northwestern Mutual is committed to offering its Financial and Wealth Management Advisors a comprehensive compensation and benefits program which includes: · Exceptional Income Potential · Leadership and Director Level Opportunities · Sponsorship of Licensing/Credentialing (Series 6/7, 63, SIE, Life Accident and Health, CFP, CFA, CLU, ChFC, RICP and others) · Development Stipends · Expense Allowances · Renewals/ Residual Income · Comprehensive Medical Coverage · Retirement Package; Pension Plan · Group Life and Disability Insurance Devotion to its policy owners has led Northwestern Mutual through nearly 165 years of industry success with accolades including: · #97 on Fortune 500 · Fortune’s 2022 “World’s Most Admired Companies” · Top 10 U.S Independent Broker-Dealer by Financial Planning Magazine · Top 125 Companies for Training & Development · Named one of the “50 Best Places to Launch a Career” by Business Week Magazine Northwestern Mutual has always received the highest possible financial strength ratings from the four major ratings agencies with total company assets of $335 billion: · Moody’s Investors Service: AAA · A.M. Best Company: A++ · Fitch Ratings: AAA · S&P Global Ratings: AA+ Compensation is 100% commission. In addition, you may become eligible for the following benefits: · Commission structure to support early development · Bonus Programs and Production Allowance · Sponsorship for insurance licensing, SIE, Series 6, Series 63, CFP® · Retirement Package and Pension Plan · Medical, Dental, Vision, Life Insurance, Disability Income Insurance and Family Planning

Financial advising
Client relationship management
Sales and presentation skills
Financial literacy
Verified Source
Posted 8 days ago
Northwestern Mutual

Financial Advisor Development Program

Northwestern MutualNew York, NYFull-time
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Compensation$40K - 70K a year

Build client relationships, educate clients on financial products, influence clients' financial decisions, and manage your own business as a financial advisor. | A 4-year degree or equivalent experience, success in client-facing roles, entrepreneurial spirit, and excellent time management skills. | Financial Advisors at Northwestern Mutual’s Midtown NYC Office help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Advisor: Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs. Compensation & Benefits Pay structure is mostly commission based but includes: Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series63, CFP®, and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in sales, athletics, military, client services, or client-facing roles Excellent time-management skills Desire for continuous learning Legal authorization to work in the US without sponsorship Are you ready to change your life and the lives of your clients? Apply now! About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Planners are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different view points bring new successes! Why join Northwestern Mutual: #90, Fortune 100 company(2021) Forbes' Best Employers for Diversity (2018-2020) Top 10 US Independent Broker-Dealers1 #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $224 billion3 (retail investment client assets held or managed) 1 Ranking for Northwestern Mutual Investment Services,LLC. Sources: FinancialAdvisor magazine and InvestmentNews, April 2021. 2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria.Details at fortune.com 3 Combined clientassets of NMIS and NMWMC as of June 30, 2021 • Northwestern MutualFinancial Representatives are Independent Contractors whose income is based solelyon production.

Financial advising
Client relationship management
Sales and relationship skills
Financial literacy education
Verified Source
Posted 8 days ago
Northwestern Mutual

Financial Advisor Development Program - NYC

Northwestern MutualNew York, NYFull-time
View Job
Compensation$70K - 80K a year

Build client relationships, create personalized financial plans, and manage clients' financial goals. | Bachelor's degree, strong communication skills, relationship-building experience, and motivation. | Northwestern Mutual is a leading financial services company that offers a unique opportunity to become a financial advisor at their midtown East location in NYC. The role involves building client relationships, creating personalized financial plans, and managing clients' financial goals while benefiting from extensive training and support. Responsibilities • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience • Build personalized, holistic financial plans tailored to every client’s unique needs • Manage your client’s financial plans to help them achieve their goals • Grow relationships with clients to support them through every stage of life Skills • Bachelor’s degree • Entrepreneurial ambitions to be a business owner • History of success in relationship-building or client-facing roles • Excellent time-management skills • Desire for continuous learning and collaboration • Proficient critical thinking skills • Strong communicator • Strong sense of motivation and drive • Legal authorization to work in the US without sponsorship Benefits • Fully company-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 Company Overview • Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments. It was founded in 1857, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 5001-10000 employees. Its website is https://www.northwesternmutual.com.

Relationship-building
Client-facing communication
Financial planning basics
Verified Source
Posted 11 days ago
NM

Financial Advisor

Northwestern MutualNashville, TennesseeFull-time
View Job
Compensation$61K - 119K a year

Build and manage client financial plans, grow client base through networking and referrals, and obtain required financial licenses. | Bachelor's degree, entrepreneurial ambition, client-facing experience, strong communication and time management skills, and legal authorization to work in the US. | Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors 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, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-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 #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor’s degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Financial Planning
Client Relationship Management
Licensing and Certification (SIE, Series 6,7,63)
Financial Statement Analysis
Investment Theory
Audit and Assurance
Financial Software (Bloomberg, FactSet, Tableau)
Basic Python
Direct Apply
Posted 12 days ago
Northwestern Mutual

Financial Advisor - with Full Training & Development Program

Northwestern MutualNew York, NYFull-time
View Job
Compensation$75K - 159K a year

Help individuals, families, and small businesses with financial strategies, build long-term client relationships, and develop a career in financial services. | Bachelor's degree, 1+ year of professional work and sales experience, strong communication and relationship-building skills, dependability, integrity, and growth-mindedness. | Entrepreneurship while making an impact. This is a career shift that could change everything. Things have changed in the past year, you’ve changed. You know your worth and are tired of working for someone else, being undervalued and micromanaged. You know that frustration you’re feeling? That inner voice telling you that your capable of more, to be bold, build something, make a difference in your community? We understand this too and know that you can build a sustainable career with impact, it is possible and it’s happening throughout our firm. You can make a career move that may redefine the way you think about work and the legacy you leave. If this or the below information resonates with you, submit your resume for consideration into our selection process. If you’ve considered starting a business, this may what you’re looking for. As a Financial Representative, you will work with individuals, families, and small businesses to help them protect and grow their financial future. The work you do is valuable, impactful and aligns with the values that we both share. • Make an impact on the community, people’s lives, and the communities you care for by providing paths to financial stability and peace of mind. • Benefit from a Nationally recognized Training and Development program with a well-defined leadership path that integrates education, experiential learning, and mentorship. • Experience the power of independence and flexibility – with the freedom to live the life you want to live. • Working for yourself alongside other driven, competitive, hardworking people who support you being your best every day. How will you build your business? You will… • Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications. • Establish impactful networks in the community and learn how to authentically build referral connections. • Develop and maintain long-term client relationships (our average client relationship is over 40 years.) • Provide customized financial strategies and solutions through factfinding and holistic financial planning. • Broaden and deepen your skillset through ongoing professional development and joint work – experiential learning. • The opportunity to design your roadmap to leadership and specialized roles. • Be rewarded Who do you need to be? • Dependable, consistent, full of integrity and honesty. • Excellent communicator and relationship builder. • A driven, independent, self-motivated, and goal-oriented person. • Growth minded, coachable with strong desire for long term success. Who we are. • Unsurpassed Financial Strength, Financial Ratings the highest in any industry • Fortune’s 2025 Worlds Most Admired Companies, #1 in our class • Top 5 Independent Broker-Dealer • Ranked 112 on the esteemed FORTUNE 500 list • $400 million + donated through the NM Foundation • 455,000 hours donated toward Children’s Cancer Research • Countless volunteer hours toward local initiatives • A culture that promotes diversity, teamwork, work/life balance, recognition and rewards. At Northwestern Mutual we believe that everyone deserves to spend their lives living’ and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for 165 years and has a proven track record of financial success. Job Type: Full-time Pay: $75,000.00 - $159,000.00 per year Benefits: • Dental insurance • Employee assistance program • Employee discount • Financial planning services • Flexible schedule • Flexible spending account • Health insurance • Life insurance • Parental leave • Professional development assistance • Retirement plan • Vision insurance Education: • Bachelor's (Required) Experience: • Professional Work: 1 year (Preferred) • Sales: 1 year (Preferred) Location: • New York, NY 10004 (Required) Ability to Commute: • New York, NY 10004 (Required) Work Location: In person

Financial advising
Client relationship management
Sales and relationship skills
Financial planning and consulting
Verified Source
Posted 12 days ago
Northwestern Mutual

Financial Advisor

Northwestern MutualPrinceton, NJFull-time
View Job
Compensation$61K - 250K a year

Build and manage a client base, develop personalized financial plans, and support clients through various life stages. | Bachelor's degree, entrepreneurial ambition, relationship-building skills, and a desire for continuous learning. | Overview: Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities: As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience • Build personalized, holistic financial plans tailored to every client’s unique needs • Manage your client’s financial plans to help them achieve their goals • Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue1: • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) • Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors 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, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more • Certified Financial Planner® licensing support2 • Fully company-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 #LI-Onsite Qualifications: You could be right for this opportunity if you have: • Bachelor’s degree • Entrepreneurial ambitions to be a business owner • History of success in relationship-building or client-facing roles • Excellent time-management skills • Desire for continuous learning and collaboration • Proficient critical thinking skills • Strong communicator • Strong sense of motivation and drive • Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. • Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr.

Client relationship building
Financial advising
Sales and relationship management
Verified Source
Posted 12 days ago
Northwestern Mutual

College Financial Representative, Internship Program

Northwestern MutualJersey City, NJInternship
View Job
Compensation$1K - 1K a year

Assist in building a financial planning practice through prospecting, client meetings, and developing financial plans. | Full-time student, involved on campus, entrepreneurial, interested in financial planning, with strong time-management skills. | Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities: Our internship program mimics our full-time Financial Representative career, allowing you to: • Learn how to prospect and network to build your business and client base • Develop and execute on a business strategy • Call on potential clients and set meetings to understand their financial goals • Prepare plans and offer useful recommendations • Gain exposure to proprietary planning software platforms • Engage in weekly coaching, training, and development meetings • Receive Risk Product State Licensing: Life, Accident, and Health • Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP®. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications: Are you a fit for this internship? • Full-time student; juniors and seniors preferred • Entrepreneurial ambitions and curiosity for sales • Highly involved on campus (leader, athlete, campus orgs, student government, etc) • Excellent time-management skills • Interest in financial literacy and planning tools • Business savvy and desire to increase critical thinking abilities Compensation & Benefits • Performance-based earnings and revenue • Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) • Productivity Bonuses • Support for insurance licensing (life, health, DI, LTC) • Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual • Fortune 500 company (2023) • Top 100 Internship Programs, Yello x WayUp (2022) • 5.0+ million clients and growing2 • $257 billion retail investment client assets held or managed by Northwestern Mutual3 • Forbes' Best Employers for Diversity (2018-2021) • Unsurpassed financial strength4 • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range: USD $500.00 - USD $1,000.00 /Yr.

Financial advising
Client relationship management
Sales and interpersonal skills
Verified Source
Posted 12 days ago
NM

Vendor Manager - Remote

Northwestern MutualAnywhereFull-time
View Job
Compensation$80K-110K a year

Lead vendor onboarding, manage vendor relationships, provide guidance and oversight to operational teams, facilitate governance, monitor performance, and support strategic initiatives. | At least 5 years of vendor management experience, strong knowledge of onboarding and contract management, excellent communication skills, proficiency with vendor management software, and strong analytical abilities. | Job Title: Vendor Manager - Remote Company Overview: Northwestern Mutual is a leading financial services company dedicated to helping clients achieve financial security and peace of mind. With a rich history spanning over 160 years, we combine innovative technology with personalized service to deliver exceptional value to our customers and partners. Role Overview: As a Vendor Manager at Northwestern Mutual, you will play a critical role in managing vendor relationships and ensuring optimal performance. You will lead the onboarding process for new vendors, provide guidance and oversight to operational teams, and facilitate governance both internally and externally to support business objectives. What You'll Do: - You will lead the end-to-end onboarding process for new vendors, ensuring compliance with company standards. - You will manage ongoing vendor relationships to maintain high performance and service quality. - You will provide processes, guidance, and oversight to operational teams regarding vendor management. - You will facilitate governance and compliance activities with internal stakeholders and external vendors. - You will monitor vendor performance metrics and implement improvement plans as needed. - You will collaborate cross-functionally to resolve vendor-related issues and risks. - You will maintain accurate documentation and reporting related to vendor contracts and performance. - You will support strategic initiatives to optimize vendor partnerships and reduce costs. What You Bring: - You bring at least 5 years of experience in vendor or supplier management, preferably in financial services. - You have strong knowledge of vendor onboarding, contract management, and performance monitoring. - You possess excellent communication and relationship-building skills. - You are proficient in using vendor management software and Microsoft Office Suite. - You demonstrate strong analytical and problem-solving abilities. - You have a proactive approach to managing risks and compliance requirements. Bonus Points If You Have: - Experience working in a remote or hybrid work environment. - Familiarity with financial services regulations and compliance standards. - Project management certification or experience. - Experience with contract negotiation and legal review processes. What We Offer: - We offer a competitive salary and comprehensive benefits package. - We offer flexible remote work options to support work-life balance. - We offer professional development opportunities and career growth support. - We offer a collaborative and inclusive company culture. - We offer wellness programs and employee assistance resources. Ready to Apply? To join our team as a Vendor Manager, please submit your resume and cover letter through our careers portal at www.northwesternmutual.com/careers. We look forward to learning more about you and how you can contribute to our continued success.

Vendor Management
Vendor Onboarding
Contract Management
Performance Monitoring
Risk Management
Compliance
Communication
Analytical Skills
Microsoft Office
Vendor Management Software
Posted 3 months ago
NM

Vendor Manager - Remote

Northwestern MutualAnywhereFull-time
View Job
Compensation$90K-120K a year

Lead vendor onboarding, manage vendor performance, implement vendor management processes, facilitate governance, and support operational teams. | 5+ years in vendor management, strong knowledge of frameworks and compliance, excellent communication, project management skills, and proficiency with relevant software. | Job Title: Vendor Manager - Remote Company Overview: Northwestern Mutual is a leading financial services company dedicated to helping clients achieve financial security and peace of mind. With a rich history spanning over 160 years, we combine innovative technology with personalized service to deliver comprehensive financial solutions. Our commitment to integrity and excellence drives our success and fosters a collaborative work environment. Role Overview: As a Vendor Manager at Northwestern Mutual, you will play a critical role in managing vendor relationships and ensuring optimal performance. You will provide strategic oversight and guidance to operational teams, facilitating governance and compliance both internally and with external partners. This role is essential in maintaining strong vendor partnerships that support our business objectives. What You'll Do: - You will lead the end-to-end onboarding process for new vendors, ensuring compliance with company standards. - You will manage ongoing vendor performance through regular reviews and performance metrics. - You will develop and implement vendor management processes and best practices. - You will collaborate with cross-functional teams to address vendor-related issues and risks. - You will facilitate governance meetings and ensure adherence to contractual obligations. - You will provide training and guidance to operational teams on vendor management policies. - You will maintain accurate documentation and reporting related to vendor activities. - You will identify opportunities for vendor consolidation and cost optimization. What You Bring: - Minimum of 5 years of experience in vendor or supplier management, preferably within financial services. - Strong knowledge of vendor management frameworks, contract negotiation, and compliance requirements. - Excellent communication and interpersonal skills to build and maintain relationships. - Proven ability to lead cross-functional teams and manage multiple projects simultaneously. - Proficiency with vendor management software and Microsoft Office Suite. Bonus Points If You Have: - Experience working in a remote or hybrid work environment. - Certification in vendor management or procurement (e.g., CVM, CPM). - Background in risk management or governance. - Familiarity with financial services regulations and standards. What We Offer: - We offer a flexible remote work environment to support work-life balance. - We offer comprehensive health, dental, and vision insurance plans. - We offer a 401(k) retirement plan with company matching. - We offer professional development opportunities and tuition reimbursement. - We offer a collaborative and inclusive company culture focused on growth and innovation. Ready to Apply? To join our team as a Vendor Manager, please submit your resume and cover letter through our careers portal at www.northwesternmutual.com/careers. We look forward to learning how you can contribute to our continued success.

Vendor Management
Contract Negotiation
Compliance
Risk Management
Cross-functional Team Leadership
Vendor Management Software
Microsoft Office Suite
Communication Skills
Posted 3 months ago
NM

Vendor Manager - Remote

Northwestern MutualAnywhereFull-time
View Job
Compensation$80K-110K a year

Lead vendor performance and relationship management, oversee onboarding, provide guidance to operational teams, and facilitate governance. | Minimum 5 years experience in vendor management, strong communication, leadership skills, and proficiency with vendor management tools. | Job Title: Vendor Manager - Remote Company Overview: Northwestern Mutual is a leading financial services company dedicated to helping clients achieve financial security and peace of mind. With a rich history spanning over 160 years, we combine innovative technology with personalized service to deliver comprehensive financial solutions. Our collaborative culture fosters growth, integrity, and excellence. Role Overview: As a Vendor Manager at Northwestern Mutual, you will lead vendor performance and relationship management to ensure seamless collaboration and operational efficiency. You will provide processes, guidance, and oversight to internal teams while facilitating governance with external partners, playing a critical role in vendor onboarding and ongoing management. What You'll Do: - You will lead the end-to-end onboarding process for new vendors, ensuring compliance and alignment with company standards. - You will manage vendor relationships to optimize performance and mitigate risks. - You will develop and implement vendor management processes and best practices. - You will collaborate with operational teams to provide guidance and support on vendor-related issues. - You will facilitate governance meetings and ensure adherence to contractual obligations. - You will monitor vendor performance metrics and drive continuous improvement initiatives. - You will coordinate cross-functional teams to resolve vendor-related challenges promptly. - You will maintain accurate documentation and reporting related to vendor activities. What You Bring: - Minimum of 5 years of experience in vendor management or related fields. - Strong knowledge of vendor onboarding, contract management, and performance evaluation. - Excellent communication and interpersonal skills to build and maintain relationships. - Proven ability to lead cross-functional teams and manage multiple projects simultaneously. - Proficiency with vendor management software and Microsoft Office Suite. - Strong analytical and problem-solving skills. Bonus Points If You Have: - Experience in the financial services industry. - Familiarity with regulatory compliance and risk management frameworks. - Project management certification (PMP or equivalent). - Experience working in a remote or hybrid work environment. What We Offer: - We offer a competitive salary and comprehensive benefits package. - We offer flexible remote work options to support work-life balance. - We offer professional development opportunities and career growth support. - We offer a collaborative and inclusive company culture. - We offer wellness programs and employee assistance resources. Ready to Apply? To join our team as a Vendor Manager, please submit your resume and cover letter through our careers portal at www.northwesternmutual.com/careers. We look forward to learning how you can contribute to our continued success.

Vendor Management
Vendor Onboarding
Contract Management
Performance Evaluation
Communication Skills
Cross-functional Team Leadership
Vendor Management Software
Analytical Skills
Posted 3 months ago
NM

Sr Marketing Data Analyst

Northwestern MutualNew York, NYFull-time
View Job
Compensation$77K - 142K a year

Perform advanced marketing data analysis, create reports and dashboards, provide insights and recommendations to support business decisions, and collaborate cross-functionally. | Bachelor's degree plus 4-5 years of marketing analytics experience with expertise in analytical tools, data visualization, marketing strategies, and strong communication skills. | Primary Duties & Responsibilities: • Provides quantitative and qualitative data analysis and reporting of patterns, insights, and trends to decision-makers in order to drive business decisions and address business questions. • Creates and is accountable for high quality, value driven work that drives business outcomes; places the user in the center of decision making; and collaborates with team for speed, agility and innovation in work. • Provides strategic direction and support for advanced analytics focused on answering detailed questions and telling a story around the data to support pre-client, client and field marketing initiatives. • Helps define and implement consistent measurement standards and reporting across all programs, leverage data to inform key business decisions, and make recommendations on how to move programs forward. • Provides data to drive actionable insights while making informed decisions. • Supports Ad Hoc analytics requests from marketing stakeholders and builds out reports as needed. ​ • Creates and produces forecasts, reports, dashboards, etc. to tell a story through data. • Utilizes analytics and metrics to improve processes and provide data-driven forecasts that impact the business (costs, risks, etc). • Deliver results to Department leaders and Stakeholders. • Delivers results, insights and recommendations (written, verbal, presentations, etc) to business audience to support business decisions. • Produce actionable reports that show key performance indicators, identify areas of improvement into current operations, and display root cause analysis of problems. • Deep expertise in at least one business area or domain, with a broad understanding of the business and domains surrounding the main focus. • Seeks to understand business process, user tasks, and, as necessary, captures refined process documents. • Implements best practices, methodologies, standards and processes to share across teams. • Takes initiatives to design and develop deliverables based on interpretation of findings and business client needs on a wide range of analytical topics. • Provides consultation to business clients and may participate in cross-functional teams to address business issues. • Contributes to the growth & development of the organization through actively sharing results & insights across the teams and with Stakeholders. • Regularly applies new perspectives, creative problem-solving, and inter-departmental connections to improve analytical capabilities. • Embraces continuous learning, curiosity, and ambiguity. Qualifications: • Bachelor's degree in Computer Science, MIS, Mathematics, Statistics, Business, Marketing or related field. • At least 4-5 years of professional experience. • At least 4 years of experience working in marketing analytics related field. • At least 3 years of hands-on experience doing marketing analytics work. • At least 5 years of progressively responsible experience in research and data analysis, application of statistical research techniques, report or application development that support business decisions/outcomes. • Expertise in development and application of analytical tools such as SAS, SQL, MS Excel, SPSS, R, Python, or other tool. • Visualization tooling like PowerBI or Tableau. • Ability to access, gather, and analyze data from multiple internal and external sources to drive insights into business problems, decisions, and performance. • Ability to articulate this knowledge as an expert at the department level and may be called on to provide insight at the enterprise level to provide detailed analysis. • Strong understanding of marketing strategies across the customer life cycle. • High degree of expertise with marketing programs. • Ability to convey analytical and technical concepts to non-analytical and non-technical staff. • Experience with strategic development and/or building propensity, regression, predictive, or uplift models is a plus. • Experience with campaign management tools and analytical platforms. • Strong communication skills with a proven ability to build rapport and interact with cross-functional teams. • Excellent analytical skills, and strong detail orientation with an ability to handle and deal with large amounts of data, unstructured business problems, and synthesize data for others. #LI-Hybrid Compensation Range: Pay Range - Start: $76,650.00 Pay Range - End: $142,350.00 Geographic Specific Pay Structure: We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Marketing analytics
SAS
SQL
MS Excel
SPSS
R
Python
PowerBI
Tableau
Statistical research techniques
Data visualization
Predictive modeling
Campaign management tools
Verified Source
Posted 5 months ago

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