Financial Services Representative

Job Type: Full-time

Work Location:

Stamford, Westport, or Fairfield, CT ONLY ACCEPTING APPLICANTS FROM FAIRFIELD COUNTY, CT AND SURROUNDING AREAS - NO MANHATTAN, NJ, OR OUTSIDE THE TRI-STATE AREA

About the Role:

Jumpstart your career in financial advising with Northwestern Mutual, a leading firm with an unsurpassed reputation in wealth management and insurance. Whether you are a recent or upcoming college grad or early on in your career, we are seeking select individuals with the right skills and mindsets to join our firm. We care about bringing on the right people (hungry, resilient, impact-driven) to sit in the seat, not an impressive background in financial services.

As an entry-level Financial Representative, you will play a crucial role in helping clients achieve their financial goals through tailored, holistic planning. Build a rewarding career backed by award-winning training and mentorship, setting you on a path for long-term success and client relationships that can span decades.

• Develop personalized financial plans addressing clients' specific needs in areas such as investments, insurance, and retirement planning.
• Build and maintain strong relationships with clients, guiding them through various life stages and financial goals.
• Engage in a robust training and mentorship program designed to equip you with the skills and knowledge necessary for a successful career in financial advising.
• Participate in joint-work programs to gain critical hands‑on experience during early client cases.
• Obtain necessary licenses and designations with full sponsorship (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC).

• Bachelor’s degree from a four‑year institution (preferred).
• Strong interpersonal and networking skills (required).
• Self‑starter with high motivation and the ability to work independently (required).
• Demonstrated history of achievement in areas such as marketing, business development, or sales (preferred).
• Background in athletics or military service (preferred).
• Life and Health insurance and investment licenses are a plus but not required.

• Submit an employment application, resume, and complete two online assessments.

• Talent Acquisition screens application and assessment results, followed by a virtual first‑round interview.

• Face‑to‑face interviews with the local management team.
• Get acquainted with the leaders of the firm, all of whom have run or are currently running their own practices.
• Explore the career from a first‑hand perspective and model yourself within the context of the career.
• Evaluate personal and professional fit.

• Financial meeting to discuss candidate‑specific income projection modeling for year‑over‑year compensation expectations.
• Review benefits and retirement options.
• Evaluate the financial feasibility of the career and starting your own business.

• Leadership will determine if the offer will be extended, and a short, final meeting will be held to finalize conversations.
• Candidate will be granted one week to consider the offer, if needed.
• If the offer is accepted, onboarding will begin for the appropriate NTP start date.

• High-level overview of the compensation model discussed in Hiring Phase 2, personalized compensation model explored in Hiring Phase 4.
• Posted compensation range represents year‑one total compensation.
• First‑Year “build your business” bonus.
• On‑Target Earnings (OTE):
  Year 1: $60,000‑$125,000, Year 3: $90,000‑$150,000, Year 5+: $120,000‑$1.2 million+ (for fully licensed advisors with 10+ years in the business)
• Cumulative renewal and residual income potential, building long‑term stability.
• Comprehensive benefits package including Medical, Dental, Vision, Life, and Disability insurance.
• Retirement plan options (Traditional + Pension).

• Join one of the top 5 US Independent Broker‑Dealers.
• Be part of a company with unrivaled financial strength, holding the highest financial stability ratings from major agencies like A.M. Best (A++), Fitch Ratings (AAA), Standard & Poor's (AA+), and Moody's Investors Service (Aaa).
• Recognized for diversity and inclusion as Forbes’ Best Employers for Diversity in 2023.
• Benefit from our highly‑rated training program, ensuring you have all the tools for success.

Begin your journey with Northwestern Mutual and make a significant impact by helping clients secure their financial future. If you’re a driven, recent college graduate or an early career professional eager to build a successful career in financial advising, we want to hear from you!