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Northwestern Mutual
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  • VP Digital Solutions - Corporate Solutions  

    - Milwaukee
    Summary: Lead high-performing engineering, product and technology team... Read More
    Summary: Lead high-performing engineering, product and technology teams to deliver value, develop talent, and drive change. Co-define with the business the vision for digital products, and accountability for defining technology vision. Accountable for outcome realization as connected to delivery roadmap. Collaborate with stakeholders across Marketing, Finance & Risk, HR, Legal & Public Affairs to ensure strategic alignment, assess feasibility, and manage costs.

    Strategy & Innovation: Drives digital transformation and technology modernization.

    Drives digital transformation and technology modernization. Primary partner with key SLT members for aligned business areas and product lines.

    Primary partner with key SLT members for aligned business areas and product lines. Collaborates cross-functionally with the Chief Digital & Technology Officers leadership team and key partners in the Information Technology department.

    Collaborates cross-functionally with the Chief Digital & Technology Officers leadership team and key partners in the Information Technology department. Understands and drives the development of both engineering and business aspects of the product, representing the end-user's needs. Ensure the full product and engineering life cycle, health, hygiene, compliance and security is incorporated.

    Understands and drives the development of both engineering and business aspects of the product, representing the end-user's needs. Ensure the full product and engineering life cycle, health, hygiene, compliance and security is incorporated. Co-defines with the business the vision for digital products and collaborates cross-functionally to ensure goals are met, focusing on the end-user experience.

    Co-defines with the business the vision for digital products and collaborates cross-functionally to ensure goals are met, focusing on the end-user experience. Enables the business's product strategy, features, and end-user experience.

    Enables the business's product strategy, features, and end-user experience. Leads appropriate investments in emerging technologies to maintain industry leadership.

    Leads appropriate investments in emerging technologies to maintain industry leadership. Identifies and implements technology solutions to meet current and future needs.

    Identifies and implements technology solutions to meet current and future needs. Manages a budget that balances priorities, tradeoffs, and efficiencies. Optimizes IT investments and ensures technology budgets align with strategic business priorities.

    Manages a budget that balances priorities, tradeoffs, and efficiencies. Optimizes IT investments and ensures technology budgets align with strategic business priorities. Leads teams that track, analyze, and monitor technology performance metrics in pursuit of continuous improvement.

    Leads teams that track, analyze, and monitor technology performance metrics in pursuit of continuous improvement. Provide a high-level direction that illustrates the epics and features that will be delivered across a portfolio of products or platform and how it integrates with other cross functional team efforts.

    Provide a high-level direction that illustrates the epics and features that will be delivered across a portfolio of products or platform and how it integrates with other cross functional team efforts. Leadership: Builds and leads high-performing engineering, product, and technology delivery teams.

    Builds and leads high-performing engineering, product, and technology delivery teams. Empowers teams to take ownership of digital transformation initiatives.

    Empowers teams to take ownership of digital transformation initiatives. Uses organizational awareness and ability to navigate peers to strategically build relationships across the organization.

    Uses organizational awareness and ability to navigate peers to strategically build relationships across the organization. Collaborates across functions to ensure IT is a key enabler of business strategy.

    Collaborates across functions to ensure IT is a key enabler of business strategy. Thinks with an enterprise mindset to understand multiple perspectives in different contexts and how strategic initiatives in one business will impact the broader enterprise.

    Thinks with an enterprise mindset to understand multiple perspectives in different contexts and how strategic initiatives in one business will impact the broader enterprise. Advocates for agile methodologies and iterative product development.

    Advocates for agile methodologies and iterative product development. Visionary leader who pushes the organization toward continuous digital reinvention.

    Visionary leader who pushes the organization toward continuous digital reinvention. Change Management: Advocates for innovation and digital transformation while growing relationships and delivery.

    Advocates for innovation and digital transformation while growing relationships and delivery. Skilled at tailoring communications for technical/non-technical audiences to communicate technology strategy and initiatives.

    Skilled at tailoring communications for technical/non-technical audiences to communicate technology strategy and initiatives. Advocates change management efforts to accelerate technology adoption.

    Advocates change management efforts to accelerate technology adoption. Champions a culture of continuous learning and digital upskilling.

    Champions a culture of continuous learning and digital upskilling. Comfortable with ambiguity, complexity, and rapid change.

    Comfortable with ambiguity, complexity, and rapid change. Willing to take calculated risks to drive technological advancements.

    Willing to take calculated risks to drive technological advancements. Qualifications: Deep expertise in engineering, product development, and technology delivery in large scale organizations in the financial services or insurance industry, ensuring alignment with business objectives.

    Deep expertise in engineering, product development, and technology delivery in large scale organizations in the financial services or insurance industry, ensuring alignment with business objectives. Extensive experience building and leading engineering, product, and technology delivery teams.

    Extensive experience building and leading engineering, product, and technology delivery teams. Extensive experience with workforce planning including optimization through 3rd party vendors.

    Extensive experience with workforce planning including optimization through 3rd party vendors. Data-driven decision-maker with the ability to analyze complex business challenges.

    Data-driven decision-maker with the ability to analyze complex business challenges. Extensive experience managing a matrix P&L and understands the elements of a P&L.

    Extensive experience managing a matrix P&L and understands the elements of a P&L. Experience balancing cost efficiencies with innovation to drive competitive advantage.

    Experience balancing cost efficiencies with innovation to drive competitive advantage. Extensive experience identifying, comparing, selecting, and implementing technology solutions to meet current and future business needs.

    Extensive experience identifying, comparing, selecting, and implementing technology solutions to meet current and future business needs. Understands multiple perspectives in different contexts and how strategic initiatives in one business will impact the broader enterprise.

    Understands multiple perspectives in different contexts and how strategic initiatives in one business will impact the broader enterprise. Strong relationship-building skills to influence key stakeholders, including the peer-level executives, business partners, and senior leaders.

    Strong relationship-building skills to influence key stakeholders, including the peer-level executives, business partners, and senior leaders. Compensation Range:

    Pay Range - Start:

    $234,640.00 Pay Range - End:

    $435,760.00 We use three different Pay Structures (Structure 115, Structure 110 and Structure 100). Pay Structures are applied based on the offices location . Pay Structure 100 is used for all executive jobs, e.g., jobs titled using Vice President, Assistant General Counsel & Assistant Secretary, Managing Director, or Distinguished.

    We believe in fairness and transparency. Its 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 youre 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 . click apply for full job details Read Less
  • VP Digital Solutions - Core Enablers  

    - Milwaukee
    Summary: Lead high-performing engineering, product, design and technol... Read More
    Summary: Lead high-performing engineering, product, design and technology teams to deliver value, develop talent, and drive change. Co-define with the business the vision for digital products, and accountability for defining technology vision. Accountable for outcome realization as connected to delivery roadmap. Collaborate with stakeholders across Client Web/Mobile, Money Movement, and Client Communications to ensure strategic alignment, assess feasibility, and manage costs.

    Strategy & Innovation: Drives digital transformation and technology modernization.

    Drives digital transformation and technology modernization. Primary partner with key SLT members for aligned business areas and product lines.

    Primary partner with key SLT members for aligned business areas and product lines. Collaborates cross-functionally with the Chief Digital & Technology Officers leadership team and key partners in the Information Technology department.

    Collaborates cross-functionally with the Chief Digital & Technology Officers leadership team and key partners in the Information Technology department. Understands and drives the development of both engineering and business aspects of the product, representing the end-user's needs. Ensure the full product and engineering life cycle, health, hygiene, compliance and security is incorporated.

    Understands and drives the development of both engineering and business aspects of the product, representing the end-user's needs. Ensure the full product and engineering life cycle, health, hygiene, compliance and security is incorporated. Co-defines with the business the vision for digital products and collaborates cross-functionally to ensure goals are met, focusing on the end-user experience.

    Co-defines with the business the vision for digital products and collaborates cross-functionally to ensure goals are met, focusing on the end-user experience. Enables the business's product strategy, features, and end-user experience.

    Enables the business's product strategy, features, and end-user experience. Leads appropriate investments in emerging technologies to maintain industry leadership.

    Leads appropriate investments in emerging technologies to maintain industry leadership. Identifies and implements technology solutions to meet current and future needs.

    Identifies and implements technology solutions to meet current and future needs. Manages a budget that balances priorities, tradeoffs, and efficiencies. Optimizes IT investments and ensures technology budgets align with strategic business priorities.

    Manages a budget that balances priorities, tradeoffs, and efficiencies. Optimizes IT investments and ensures technology budgets align with strategic business priorities. Leads teams that track, analyze, and monitor technology performance metrics in pursuit of continuous improvement.

    Leads teams that track, analyze, and monitor technology performance metrics in pursuit of continuous improvement. Provide a high-level direction that illustrates the epics and features that will be delivered across a portfolio of products or platform and how it integrates with other cross functional team efforts.

    Provide a high-level direction that illustrates the epics and features that will be delivered across a portfolio of products or platform and how it integrates with other cross functional team efforts. Leadership: Builds and leads high-performing engineering, product, and technology delivery teams.

    Builds and leads high-performing engineering, product, and technology delivery teams. Empowers teams to take ownership of digital transformation initiatives.

    Empowers teams to take ownership of digital transformation initiatives. Uses organizational awareness and ability to navigate peers to strategically build relationships across the organization.

    Uses organizational awareness and ability to navigate peers to strategically build relationships across the organization. Collaborates across functions to ensure IT is a key enabler of business strategy.

    Collaborates across functions to ensure IT is a key enabler of business strategy. Thinks with an enterprise mindset to understand multiple perspectives in different contexts and how strategic initiatives in one business will impact the broader enterprise.

    Thinks with an enterprise mindset to understand multiple perspectives in different contexts and how strategic initiatives in one business will impact the broader enterprise. Advocates for agile methodologies and iterative product development.

    Advocates for agile methodologies and iterative product development. Visionary leader who pushes the organization toward continuous digital reinvention.

    Visionary leader who pushes the organization toward continuous digital reinvention. Change Management: Advocates for innovation and digital transformation while growing relationships and delivery.

    Advocates for innovation and digital transformation while growing relationships and delivery. Skilled at tailoring communications for technical/non-technical audiences to communicate technology strategy and initiatives.

    Skilled at tailoring communications for technical/non-technical audiences to communicate technology strategy and initiatives. Advocates change management efforts to accelerate technology adoption.

    Advocates change management efforts to accelerate technology adoption. Champions a culture of continuous learning and digital upskilling.

    Champions a culture of continuous learning and digital upskilling. Comfortable with ambiguity, complexity, and rapid change.

    Comfortable with ambiguity, complexity, and rapid change. Willing to take calculated risks to drive technological advancements.

    Willing to take calculated risks to drive technological advancements. Qualifications: Deep expertise in engineering, product development, and technology delivery in large scale organizations in the financial services or insurance industry, ensuring alignment with business objectives.

    Deep expertise in engineering, product development, and technology delivery in large scale organizations in the financial services or insurance industry, ensuring alignment with business objectives. Extensive experience building and leading engineering, product, and technology delivery teams.

    Extensive experience building and leading engineering, product, and technology delivery teams. Extensive experience with workforce planning including optimization through 3rd party vendors.

    Extensive experience with workforce planning including optimization through 3rd party vendors. Data-driven decision-maker with the ability to analyze complex business challenges.

    Data-driven decision-maker with the ability to analyze complex business challenges. Extensive experience managing a matrix P&L and understands the elements of a P&L.

    Extensive experience managing a matrix P&L and understands the elements of a P&L. Experience balancing cost efficiencies with innovation to drive competitive advantage.

    Experience balancing cost efficiencies with innovation to drive competitive advantage. Extensive experience identifying, comparing, selecting, and implementing technology solutions to meet current and future business needs.

    Extensive experience identifying, comparing, selecting, and implementing technology solutions to meet current and future business needs. Understands multiple perspectives in different contexts and how strategic initiatives in one business will impact the broader enterprise.

    Understands multiple perspectives in different contexts and how strategic initiatives in one business will impact the broader enterprise. Strong relationship-building skills to influence key stakeholders, including the peer-level executives, business partners, and senior leaders.

    Strong relationship-building skills to influence key stakeholders, including the peer-level executives, business partners, and senior leaders. Compensation Range:

    Pay Range - Start:

    $234,640.00 Pay Range - End:

    $435,760.00 This role is eligible for additional incentive compensation.

    We use three different Pay Structures (Structure 115, Structure 110 and Structure 100). Pay Structures are applied based on the offices location . Pay Structure 100 is used for all executive jobs, e.g., jobs titled using Vice President, Assistant General Counsel & Assistant Secretary, Managing Director, or Distinguished.

    We believe in fairness and transparency. Its 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 youre 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 . click apply for full job details Read Less
  • Financial Advisor (Walnut Creek)  

    - Contra Costa County
    Unlock Your New Career Journey with Northwestern Mutual Are you seekin... Read More
    Unlock Your New Career Journey with Northwestern Mutual Are you seeking a meaningful career change? Ready to embark on a path that lets you make a real difference in people's lives? Northwestern Mutual invites you to join our team and embark on a rewarding career that empowers you to live life differently. What Is a Financial Advisor? Think about the sense of accomplishment you've felt when achieving a personal goal. Now, imagine helping others reach their financial aspirationsboth you and your clients will experience that sense of achievement. Northwestern Mutual financial representatives partner with clients to create personalized financial plans tailored to their unique needs and desires. Through our industry-leading solutions, you'll help clients protect their hard-earned assets and secure their financial future. About Us: For nearly 166 years, Northwestern Mutual has stood as a beacon of financial excellence, consistently recognized as one of the World's Most Admired companies by FORTUNE. Our legacy is built on a proven track record of financial success and a commitment to helping our clients achieve financial security. Why Choose Us for Your Career Transition? If you thrive in an entrepreneurial environment and seek a career that positively impacts lives, Northwestern Mutual welcomes you with open arms. You'll be matched with experienced mentors and coaches who will support you every step of the way, ensuring your success in this new and rewarding journey. We understand that changing careers can be a significant step. That's why we offer career changers like you a tailored experience: 1. Comprehensive Training: Our top-ranked training program, recognized by Training magazine in 2015, ensures you receive the knowledge and skills needed to succeed in your new role. 2. Exceptional Income Potential: As a financial representative, your earnings are tied to your hard work and dedication. You'll have the opportunity to earn commissions, bonuses, and more as you build your client base. 3. Supportive Benefits: Enjoy comprehensive medical coverage, two company-funded retirement plans, sponsorship for licensing and designations, and group life and disability income insurance. 4. Mentorship: Benefit from personalized mentorship from our top-performing advisors, who will guide you throughout your career. 5. Career Growth: We provide full financial support for professional designations and certifications, opening doors to leadership and specialized roles within the organization. 6. Inclusivity and Work/Life Balance: Join a culture that values diversity, teamwork, work/life balance, recognition, and rewards. Are you ready to transform your career and live life differently? Apply now and unlock your potential with Northwestern Mutual. Read Less
  • Financial Advisor (Seattle)  

    - King County
    About Us: Northwestern Mutuals Seattle firm is looking grow our team w... Read More
    About Us: Northwestern Mutuals Seattle firm is looking grow our team with top talent in 2026. At Northwestern Mutual, we are committed to building relationships, fostering growth, and creating legacies. We empower our clients to achieve their financial goals through personalized strategies and industry-leading solutions. Our culture values belonging, innovation, and success as we provide an environment where driven professionals can thrive. Position Overview: As a Financial Advisor with Northwestern Mutual, you will help clients achieve their financial goals by creating and evolving personalized financial plans. This career offers the opportunity to build your own business with significant income potential, set your own schedule, and make a difference in clients' lives. If you are proactive, goal-oriented, and passionate about financial planning, we want to hear from you. Our award-winning training equips you with the knowledge, 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 support your financial expertise. What We Offer: Award-Winning Training: Comprehensive training program to help you succeed from day one. Mentorship Read Less
  • Financial Advisor / Sales Opportunity (Calabasas)  

    - Los Angeles County
    Unlimited Impact, Uncapped Income, and Independence YOUR CAREER WITH N... Read More
    Unlimited Impact, Uncapped Income, and Independence YOUR CAREER WITH 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. Our Advisors are seasoned professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. With Northwestern Mutual, you will be in the drivers seat. You will empower people to plan their financial future while creating unlimited income potential for yourself. Youll own your own business within a successful framework of support including our network of specialist, training programs, development coaches and mentoring opportunities. Check out our Day in the Life Video: https://youtu.be/cDtYDwXYkaw Learn why our Southern California market is unique: https://youtu.be/i_gyFnbWQTY THE OPPORTUNITY Building and managing client relationships by offering personalized, industry-leading solutions to help them protect what theyve worked so hard to achieve while growing their assets for the future. Establishing a book of business through organic, sustainable, client-focused growth by building rapport, maintaining communication, and fostering long-term relationships. Develop rapport with clients and foster long-term relationships. Be knowledgeable about Northwestern Mutual financial products and financial market trends. Leveraging the strength of our team to address individual client concerns and needs. BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO 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 7/Series 63, Life recognition and bonuses, where hard work directly relates to your sales results DESIRED SKILLS Read Less
  • Investment Operations Associate (Irvine)  

    - Orange County
    Investment Operations Associate Wealth Coast Wealth Management liabili... Read More
    Investment Operations Associate Wealth Coast Wealth Management liabilities; insurance; taxes; and cash flow. Most importantly, we prioritize implementation, flexibility, and achieving goals with a high probability of success. ROLE Wealth Coast is currently looking to add an Investment Operations Associate to our team. This roles primary focus is to execute investment-related operations for the firm, which includes opening new accounts and servicing our clients advisory and brokerage accounts. RESPONSIBILITIES Account maintenance Serve as the main point of contact for all investment account servicing. Including but not limited to, beneficiary changes, account title updates, address updates, and statement requests Provide swift execution of client contribution and distribution requests Follow up on trade/ACAT rejects Assist in tax loss harvesting, tilting, and other strategic investment changes Trade accounts to firm models including both new funding and rebalancing, as needed by the Portfolio Manager Execute buy or sell orders, as needed by the Portfolio Manager Meeting Preparation Partner with planning department to prepare lead advisors for client meetings Provide detailed and accurate updates on all investment account activity ahead of each client meeting New Account Opening Provide support to operations associations to prepare account-opening paperwork along with necessary ancillary forms (e.g. advisory SIS, ACH, ACAT, cash management, TAF, etc.) and obtain all necessary signatures to establish accounts Review paperwork for completeness and accuracy before submitting to compliance Submit and track pending accounts through the final approval process Input client information into our Client Relationship Management (CRM) database Account Funding Collaborate with investment team to complete money-movement forms and establish movement instructions Process ad hoc ACH contributions as needed Collaborate with investment and planning teams to find and implement the best solutions for unique client situations and creatively problem solve issues that arise Collaborate with other operations teammates (e.g. insurance ops, service advisor, etc.) to achieve seamless on-boarding of new clients, efficient execution of plan implementation, and coordinated client communication Develop a solid understanding of the firms investment operations, pilot new programs and manage compliance to ensure the practice exceeds standards Determine how best to take advantage of new NM initiatives (e.g. new product offerings, etc.) and align with all new/current company and regulatory requirements (e.g. RegBI, etc.) Ensure that all tasks are documented and kept up-to-date in CRM Opportunities and Tasks as defined by the firms workflow procedures QUALIFICATIONS Bachelors degree or better Life, Accident Read Less
  • Financial Advisor (The Woodlands)  

    - Montgomery County
    Job Description: Are you ready to embark on a career that empowers you... Read More
    Job Description: Are you ready to embark on a career that empowers you to make a meaningful impact in people's lives while building your own financial future? Join Northwestern Mutual as a Financial Advisor and become part of a team dedicated to helping families and individuals achieve long-term financial security and success. Key Responsibilities: Develop personalized financial plans for clients, addressing their unique needs and goals Build and maintain strong client relationships to ensure ongoing support and satisfaction Educate clients on financial strategies, investment options, and risk management Collaborate with a team of dedicated professionals to deliver exceptional service and advice Continuously expand your knowledge and expertise through training and professional development Qualifications: Bachelor's Degree required MBA preferred; any post-graduate degree is beneficial A passion for helping others and a commitment to client success Strong analytical skills and attention to detail Excellent communication and interpersonal abilities Entrepreneurial spirit with a desire to build and grow a practice Previous experience in finance, sales, or related fields is beneficial but not required Why Join Us? Comprehensive training and mentorship to set you up for success Access to industry-leading resources and tools to support your practice An opportunity to create lasting impact in your community A collaborative and supportive work environment focused on growth and innovation If you're driven by purpose and looking to make a significant career change, we want to hear from you Read Less
  • Financial Advisor/Financial Representative (Offices in Springfield, MA... Read More
    Financial Advisor/Financial Representative (Offices in Springfield, MA and Hartford, CT Becoming a Financial Advisor 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. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience Build personalized, holistic financial plans tailored to every clients unique needs Manage your clients financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life 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 building a financial planning practice that focuses on: Planning Experience Asset 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 2 Certified 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 organizations initial and ongoing certification requirements to use the certification marks. 3 Northwestern 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. 4 Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMISs affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews , April 2024. 5 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: 08/24 (Aaa, Moodys Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S Read Less
  • Financial Advisor (Hartford)  

    - Hartford County
    Company Description Northwestern Mutual is a trusted leader in financi... Read More
    Company Description Northwestern Mutual is a trusted leader in financial planning, offering personalized strategies to help individuals gain financial clarity and achieve long-term security. With $265 billion in assets under management and more than $1.8 trillion in life insurance protection in force, the company serves over 4.5 million clients through services including life, disability, and long-term care insurance, as well as investment and wealth management solutions. Headquartered in Milwaukee and New York, Northwestern Mutual supports a growing network of financial advisors and prioritizes diversity to shape the future of financial security for individuals and families across the nation. Role Description This is a full-time, on-site role located in Hartford, CT. The selected candidate will be responsible for assisting in financial planning strategies, managing client relationships, and providing tailored financial recommendations. Daily tasks include analyzing clients' financial data, offering solutions to meet their goals, and assisting in the preparation of personalized financial plans. Collaboration with clients and team members will play a key role in identifying opportunities and addressing potential financial risks. Qualifications Strong analytical and financial planning expertise, with skills in strategy development and data interpretation Excellent interpersonal, communication, and client relationship management skills Proficiency in financial tools and resources to facilitate investments, wealth management, and financial solutions Time management, problem-solving, and the ability to prioritize in a dynamic work environment Bachelor's degree in Finance, Business, Economics, or a related field is preferred Relevant certifications (e.g., CFP, CFA) are a plus Prior experience in financial planning, advising, or client services is advantageous Read Less
  • Transition Your Career Expertise into Financial Services with Northwes... Read More
    Transition Your Career Expertise into Financial Services with Northwestern Mutual Philadelphia! Leverage Your Background for a Rewarding Career: Build Direct Client Relationships: Professionals are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries. Make a Meaningful Impact: Guide clients through critical life stages. Whether its helping individuals plan for medical expenses, retirement, or higher education, you can help clients secure their financial futures and improve their lives. Unlimited Growth Potential: As a career changing professional understanding important decisions, understand that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career. A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using many professional skills to navigate the financial landscape. Our thriving office is located at: 1818 Market Street Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Read Less

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Astrid-Lindgren-Weg 12 38229 Salzgitter Germany