Financial Representative Entry Level

Overview

At Northwestern Mutual - The Big Apple, our mission is to positively impact clients today and for future generations by helping them reach their financial goals and nurture lasting relationships. We empower you to build your own business from the ground up, with guidance from seasoned mentors and a structured, award-winning training program.

We have a longstanding history of supporting individuals and families across the greater New York area in achieving their financial objectives—whether that means funding education, buying a home, planning retirement, or safeguarding their financial future. Our reputation for delivering comprehensive financial solutions and exceptional service has earned the trust of New Yorkers, and we continue to be a reliable partner on their financial journeys. Joining our team means access to resources, mentorship, and the freedom to craft your own path to success in one of the world’s most vibrant cities, supported by a top-tier support system, expert guidance, and cutting-edge technology.

Location

Hybrid remote work arrangement available in New York, NY 10017. Our office is located at 300 Madison Avenue, FL 25, New York, NY 10017.

Video: A Day in the Life

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: youtu.be/tar1BSa7GawA

About Northwestern Mutual

Northwestern Mutual is a Fortune 500® company delivering a broad spectrum of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. Originating in Wisconsin in 1857, we are recognized by Fortune® as one of the World’s Most Admired life insurance companies in 2024, underscoring a culture focused on helping people secure their financial future.

Leadership Profile

Milan Suri serves as Managing Director and brings more than 15 years of industry experience. He began his career at Credit Suisse and UBS, later expanding as a business owner before embracing Northwestern Mutual as his long-term home, where he has spent the past five years building and leading with purpose. A Georgetown University alumnus, Milan combines strategic insight with a relationship-driven approach. He remains deeply connected to the Indian American community, enjoys tennis, and shares life with his wife, Caryn, and their children.

Role Overview

As a Financial Representative with Northwestern Mutual, you will join a team dedicated to helping individuals and businesses reach their financial goals through personalized insurance solutions and comprehensive financial planning. The role emphasizes building lasting client relationships, understanding each client’s unique needs, and delivering 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 ongoing outreach.

Benefits

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Office & Contact

Office address: 300 Madison Avenue, FL 25, New York, NY 10017. For more information, consider the Day in the Life video linked above.