What are the responsibilities and job description for the Financial Representative Entry Level position at Walnut Creek - Northwestern Mutual?
Benefits:
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
At the Walnut Creek - Northwestern Mutual, we are dedicated to fostering a culture of professionalism, planning, prospecting, and purpose. Guided by our core values, we strive to grow through meaningful relationships and referrals while making a lasting impact in our community. Our team is deeply invested in promoting diversity, equity, and inclusion through leadership development, education, and field advisory councils, ensuring that every advisor and team member feels supported and empowered. Beyond the office, we proudly sponsor and support a variety of local organizations and events including Walnut Creek Girls Hockey, Toys for Tots, Oakland Pride, and the Walnut Creek Chamber of Commerce, contributing more than $11,600 to community initiatives. By valuing growth, inclusion, and service, Walnut Creek is building a strong foundation for advisors to thrive and for clients to achieve lasting financial security.
Our thriving office is located at: 2121 N. California Blvd Ste. 620 Walnut Creek CA 94596
A 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 policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Local Team:
Rachel Moniz – Managing Director:
- Time with NM: 17 years.
- Prior Experience: Rachel had a career in financial services at previous company, managing the Global Privacy Breach Notification Program before transitioning to Northwestern Mutual, where she has been a strong leader and mentor.
- Passionate About: Dedicated to women’s rights and focused on building an inclusive, purpose-driven culture that helps people thrive both personally and professionally. She values spending time with her two daughters.
Austin Nichols – Wealth Management Advisor:
- Time with NM: 8 years.
- Prior Experience: Former professional basketball player who carried his discipline and competitive spirit into his career in financial planning.
- Passionate About: Austin values family above all and enjoys staying connected to sports, both as a participant, fan and coach.
Michelle Peterson – Financial Advisor:
- Time with NM: 2.5 years.
- Prior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother.
- Passionate About: Michelle is active in her church community, loves spending time with her family, and enjoys playing golf in her free time.
Alex Icaza – Financial Advisor:
- Time with NM: 3 years.
- Prior Experience: Started his career at Northwestern Mutual after graduating, however during college was president of nonprofit groups, thus instilling his desire to create impact through service.
- Passionate About: Alex is dedicated to financial advising and helping families plan for the future, while also supporting nonprofits and spending meaningful time with his family.
Matt Langseth - Financial Advisor:
- Time with NM: 5 years.
- Prior Experience: Was a collegiate athlete at Cornell University where he played baseball. Then worked for the Athletic As in sales before transitioning to Northwestern Mutual.
- Passionate About: Matt is active in his church, values time with his wife and son, while making sure to hangout with friends on the golf course.
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 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).
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.
- Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
- 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. Rachel Moniz is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Salary : $60,000 - $80,000