Financial Representative - Entry Level
Financial Representative - Entry Level
Posted on :
08-06-2025
Employer Active
1 Vacancy
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Yearly Salary
$ 60000 - 100000
Vacancy
1 Vacancy
Posted on :
08-06-2025
Job Description
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
At Lake Norman District - Northwestern Mutual we offer a holistic approach to financial planning combining wealth management risk management tax-efficient strategies and estate planning into a single aligned plan for each client. Our goal is to provide personalized financial advice that helps individuals and families secure their future while optimizing their wealth and minimizing taxes.
As a financial representative with our team youll build lasting client relationships and provide tailored strategies to meet their unique financial goals. Our collaborative approach ensures you have the resources training and support to succeed while making a real impact in the lives of those you serve.
By joining our team youll gain access to expert mentorship cutting-edge training and a proven process for success. If youre ready for a career where you can make a difference and build a rewarding future the Lake Norman District - Northwestern Mutual is the perfect place for you.
Our thriving office is located: 9713 Northcross Ctr Ct Ste 300 Huntersville NC 28078
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: 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:
Kevin Salazar Managing Director:
- How long with NM Kevin joined Northwestern Mutual in 2012 through the New Jersey/New York apprenticeship program and has been with the firm for 13 years.
- Prior Experience Followed his passion to the University of West Virginia where he earned a B.S. in Finance. He quickly became a top performer early in his career and in 2014 relocated to Charlotte to build a premier financial planning team.
- Passionate About Traveling with his wife and two kids.
Stephen Machanic - Financial Advisor
- How long with NM Started in 2015.
- Prior Experience A graduate of Appalachian State University Stephen played outside linebacker there before interning with Northwestern Mutual during his final semester. He started full-time after graduation.
- Passionate About Stephen lives in Charlotte with his wife Alexis and their golden retriever Reagan. He enjoys golfing shooting sporting clays and staying active with the 6 a.m. crew at Ultimate Athlete in Lake Norman. An advocate for North Carolinas wildlife hes a Lifetime Member of the NC Wildlife Resources Commission. Stephen is also passionate about App State and the Carolina Panthers and has helped connect Appalachian State alumni in Charlotte.
Tyler Clary - Financial Advisor
- How long with NM Started in 2021
- Prior Experience Tyler was a professional swimmer who represented the United States at the highest levels including the Olympics. He also has experience in business development before transitioning to financial advising.
- Passionate About Tyler brings a disciplined strategic approach to wealth management shaped by his background in elite sports. Hes passionate about helping clients build and achieve their financial goals. Outside of work Tyler is dedicated to mentoring young athletes and giving back to the community through local philanthropic efforts.
Deidra Willis - Wealth Management Advisor
- How long with NM Started in 2012
- Prior Experience Deidra spent 8 years in business development before joining Northwestern Mutual. She is a graduate of Mississippi State University with a degree in Banking and Finance.
- Passionate About Deidra is known for her ability to connect with people and bring them together. She is involved in the community through various service organizations including her church and Delta Sigma Theta Sorority Inc. Deidra is on the board of WEE (Women Embracing Excellence) and the Career Mastered Magazine Executive Advisory Board. She enjoys working out traveling and spending quality time with her family and friends.
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 bachelors 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. Stephen Mechanic is a General Agent of NM and not in legal partnership with NM or its subsidiaries.
Flexible work from home options available.
Compensation: $60000.00 - $100000.00 per year
Required Experience:
Junior IC
Employment Type
Full-Time
Key Skills
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