Northwestern Mutual (Princeton District) is seeking a career-changer ready to help individuals and businesses move toward their financial goals through personalized insurance solutions and financial planning. In this onsite role in Princeton, you will build long-term client relationships, create and maintain financial plans, and stay supported through training, mentorship, and licensing guidance.
You will join a team focused on helping policyholders achieve financial security, with the structure and resources of a well-established mutual company.
Key Responsibilities
- Meet with clients to understand their financial goals, aspirations, and concerns.
- Design comprehensive financial plans that can include investments, insurance, and retirement strategies.
- Review and monitor client plans over time, providing updates and adjusting strategies as circumstances change.
- Grow and maintain a client network through referrals, community involvement, and professional associations.
What You’ll Need
- A 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 an ability to build trust and rapport.
- Ability to obtain required licenses, including Series 6, 63, and applicable state insurance licenses (training and sponsorship available).
Compensation & Benefits
- Salary: USD 65,000 - 85,000 per year.
- Bonus based on performance.
- Competitive compensation structure with performance incentives and no ceiling.
- Flexible schedule.
- Health insurance, dental insurance, and vision insurance.
- Opportunity for advancement.
- Training & development, including access to ongoing training programs and sponsorship for advanced certifications.
- Company parties.
- Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Flexibility to create a schedule that fits personal lifestyle and goals.
Office Location
202 Carnegie Center Drive 2nd, floor, suite 201, Princeton, NJ 08540
About Northwestern Mutual (NM)
- Northwestern Mutual is a FORTUNE 500® company providing a range of financial services to more than 5 million people.
- As a mutual company, it answers to policyowners rather than Wall Street.
- Founded in Wisconsin in 1857, and recognized by FORTUNE as one of the “World’s Most Admired” companies in 2024.
- Culture emphasizes helping people achieve financial security.
Local Leadership
- Jesse May – Managing Director (21 years with NM)
- Nick DeLorenzo – Growth and Development Director (16 years with NM)
- Ben Kraml – Growth and Development Director (7 years with NM)
- Mikayla Rafferty – Talent Acquisition Manager (6 years with NM)
How Career Changers Can Fit Here
- Support is available through training, mentorship, and professional licensing support to support a transition into financial services.
- The team includes individuals who previously coached, built, designed, or taught before establishing their own financial practices.
To experience a day in the life of an advisor, watch: https://youtu.be/tar1BSa7Gaw
As a Financial Representative, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning, centered on understanding unique needs and providing tailored, long-term support.
