Financial Representative - Entry Level

Join a long-established, client-focused organization built around helping individuals and businesses pursue their financial goals. In this entry-level Financial Representative role with Northwestern Mutual, you will receive structured support, training, and ongoing development while building trusted client relationships through personalized insurance solutions and financial planning.

Location: Wall, NJ (onsite)
Compensation: USD 65,000 - 85,000 per year

How you will make an impact

As a Financial Representative, you will help clients clarify their goals and translate them into practical financial strategies. You will work directly with individuals and businesses to understand priorities, address concerns, and deliver plans designed to support long-term progress.

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed as circumstances change.
• Build and maintain a client network through referrals, community involvement, and professional associations.

Training, support, and benefits

You will have the resources and mentorship needed to build your practice. The company offers ongoing training and development programs, including sponsorship for advanced certifications, along with comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.

• Opportunity for advancement
• Training & development, including sponsorship for advanced certifications
• Access to ongoing training and development programs
• Performance-based bonus (no ceiling on incentives)
• Competitive compensation structure with performance incentives
• Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors
• Flexible schedule designed to fit your lifestyle and goals
• Health insurance
• Dental insurance
• Vision insurance
• Company parties

Community-focused outcomes: Make a lasting impact by guiding individuals and families toward financial security and success.

What you bring

• Bachelor’s degree preferred.
• Previous experience in financial services, insurance, or business development is beneficial but not required.
• Commitment to licensing, including Series 6, Series 63, and state insurance licenses (training and sponsorship available).
• Strong interpersonal and communication skills.
• Analytical thinking and the ability to build trust and rapport with clients.

Northwestern Mutual (NM) at a glance: FORTUNE 500® company providing financial services to more than 5 million people.

Office: 1670 Route 34, Suite 2, Wall Twp., NJ 07727

Learn more: Watch a short video to experience a day in the life of a Northwestern Mutual advisor.

Local leadership

• Rick McGarry – Managing Director: Time with NM: 42 years.
• Tanner Stewart – Growth & Development Director: Time with NM: 17 years.
• Ed Spinello – Growth & Development Director: Time with NM: 5 years.
• Giana Coccimiglio – Director of Talent Acquisition: Time with NM: 2 years.