What are the responsibilities and job description for the Financial Representative position at Northwestern Mutual?
Jumpstart Your Career in 2026 with Northwestern Mutual
Full Training and Mentorship Program in Sales, Finance, Leadership, and Entrepreneurship
Location: West Chester, Ohio 45069
As we step into 2026, it's the perfect time to embark on a new career path. Things have changed, and so have you. Now is the time to be bold, build something significant, and make an impact in our local communities.
Starting this year, you have the opportunity to join our team and embark on a journey of significant impact. We understand your drive and know you can build a sustainable career with profound influence. It's happening throughout our firm, and you can redefine your approach to work and the legacy you leave. If this resonates with you, submit your resume for consideration in our selection process.
As a Financial Advisor, You Will:
- Impact: Make a tangible difference in your community and the lives of others through your entrepreneurial endeavors, sales, and leadership.
- Educate: Access a comprehensive Training and Development program designed to foster your growth as a business owner, with a clear trajectory for leadership roles.
- Influence: Present clients with opportunities to protect and prosper, driving clients to action through honest influence and recommendations.
- Own: Enjoy flexibility and independence to shape your own career path and achieve the work-life balance you desire.
- Collaborate: Be part of a supportive network of like-minded individuals dedicated to pushing boundaries and achieving their best every day.
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.
No financial advising experience is required. Transform your career while making an impact.
Ideal Candidates Will Have:
- At least 3-5 years of professional work experience
- A proven history of success, demonstrated by increased responsibility or achievements in previous roles
- Sales experience preferred
- Reliability, integrity, and a commitment to ethical practices.
- Exceptional communication skills and a natural ability to build strong relationships.
- A self-driven, goal-oriented mindset with a passion for continuous growth and success as a business owner and leader.
- A willingness to learn, adapt, and thrive in a dynamic and challenging environment.
Why Join Northwestern Mutual:
- Join a Fortune 100 company and a top U.S. Independent Broker-Dealer.
- Benefit from a compensation and commission structure that supports early development, renewable income, bonus programs, and expense allowances.
- Receive support for obtaining insurance licensing, SIE, Series 6, Series 63, Series 7, CFP, and more.
- Enjoy a comprehensive benefits package, including medical, dental, vision, life insurance, disability income insurance, and retirement plans.
- Be part of a company recognized for diversity and inclusion, including Forbes' Best Employers for Diversity and a Best Place to Work for LGBTQ Equality.
About Us:
For over 165 years, we have helped clients spend their lives living through comprehensive and innovative financial planning. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping clients consistently on track to meet their goals. Our Financial Representatives are valued partners and proud business owners, committed to a diverse, inclusive, and belonging environment.
Join Us in West Chester, Ohio, 45069