Financial Representative - Entry Level

Northwestern Mutual - San Francisco is hiring an entry-level Financial Representative to help individuals and businesses move toward long-term financial goals. In this onsite role in San Francisco, you will work with clients to understand their priorities, build tailored insurance and financial plans, and support ongoing progress as circumstances change.

The San Francisco team is recognized nationally for advisor excellence and a culture built around highly educated, integrated planning. With performance incentives, training support, and a dedicated planning team, this position offers a structured path to develop client relationships and deliver comprehensive financial guidance.

Location

• San Francisco, CA 94111 (onsite)
• Office: 555 Mission St. Floor 16, San Francisco, CA 94105

Compensation

• USD 65,000 - 85,000 per year

Education

• Bachelor's degree (preferred)

What You’ll Do

• Meet with clients to understand their financial goals, aspirations, and concerns.
• Create comprehensive financial plans covering investments, insurance, and retirement.
• Recommend and help implement insurance strategies designed to protect clients' assets and income.
• Review and monitor client plans, providing regular updates and adjusting strategies as circumstances change.
• Grow and maintain a client network through referrals, community involvement, and professional associations.

What You Bring

• Bachelor's degree is preferred.
• Previous experience in financial services, insurance, or business development is beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport.
• Ability to obtain required licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits

• Bonus based on performance
• Performance incentives with no ceiling
• Flexible schedule
• Health insurance
• Dental insurance
• Vision insurance
• Opportunity for advancement
• Training and development
• Access to ongoing training and development programs, including sponsorship for advanced certifications
• Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors
• Company-funded pension and contributions to PFGF, a profit-sharing retirement plan supporting long-term financial future
• Company parties

Northwestern Mutual - San Francisco Overview

• Mission focuses on growing both advisors and clients with intention, creating lasting financial security through a culture of highly educated, integrated planning.
• Recognitions include: 2025 WealthManagement.com Industry Awards DEI Finalist, Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes’ Best-In-State Top Financial Security Professionals list.
• Best-in-class training including the APEX Award from Training Magazine for innovative, data-driven learning and leadership development programs.
• Community investment through local initiatives, advisor-led impact programs, and field advisory councils representing and advocating for diverse voices.

In this collaborative, purpose-driven environment, new Financial Representatives support individuals and families in the community as they work toward financial security and success.