What are the responsibilities and job description for the Financial Representative (Full Training & Development) position at Northwestern Mutual?
New Year, New Career Starting January 2026
This is a career shift that could change everything.
Things have changed in the past year and so have you. You recognize your worth and are tired of being undervalued and micromanaged. That inner voice telling you that you're capable of more? It’s time to be bold, build something, and make a difference right here in our local communities.
Starting January 2026, you have the chance to join our team and embark on a journey of significant impact. We understand this drive and know you can build a sustainable career with profound influence. It’s happening throughout our firm, and you can make a career move that redefines your approach to work and the legacy you leave. If this resonates with you, submit your resume for consideration in our selection process.
Join Our West Chester Team:
- As a Financial Representative based in West Chester, Ohio, you will work with individuals, families, and small businesses to help them protect and grow their financial future. Your work will be valuable and impactful, aligning with the values we both share.
- Make an impact in our local communities 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 independence and flexibility to live the life you want.
How You Will Build Your Business:
- Receive personalized coaching and market development resources, along with financial support for professional designations and certifications.
- Establish impactful networks within the West Chester community and learn how to authentically build referral connections.
- Develop and maintain long-term client relationships.
- Provide customized financial strategies and solutions through holistic financial planning.
- Broaden and deepen your skillset through ongoing professional development and joint work.
- Design your roadmap to leadership and specialized roles.
Who You Need to Be:
- Dependable, consistent, and full of integrity and honesty.
- An excellent communicator and relationship builder.
- Driven, independent, self-motivated, and goal-oriented.
- Growth-minded, coachable, with a strong desire for long-term success.
Who We Are:
- Unsurpassed Financial Strength, with the highest Financial Ratings in any industry.
- Recognized by Fortune as one of the "World's Most Admired" companies.
- A top Independent Broker-Dealer with a strong community focus.
- A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards.
At Northwestern Mutual, we believe everyone deserves to live life to the fullest, and a strong financial plan is key to that reality. Our team in West Chester, Ohio, embodies these beliefs and is committed to helping clients reach their financial goals. With an increasing need for financial planning, a career with us offers abundant opportunities to make a difference.