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Financial Representative Career Changers

Job in New Haven, New Haven County, Connecticut, 06540, USA
Listing for: The Wengzn District - Northwestern Mutual
Full Time position
Listed on 2026-09-12
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 100000 USD Yearly USD 60000.00 100000.00 YEAR
Job Description & How to Apply Below

Benefits:

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

Ready to turn your experience into something more meaningful? The Wengzn District of Northwestern Mutual offers a supportive and growth-focused environment for individuals transitioning into this role, with a strong emphasis on culture, purpose, and community impact. The office is committed to fostering a positive and driven team atmosphere, where recognition and development go hand in hand. Beyond the workplace, the Wengzn District takes pride in giving back, actively supporting meaningful causes such as Alex's Lemonade Stand and participating in initiatives that make a difference in the community.

This combination of professional opportunity and purpose-driven work creates a rewarding path for those looking to build a long-term career in financial services.

Why Career Changers Could Thrive Here:
  • You already have what it takes, people skills, perseverance, and a desire to make a difference.
  • We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
  • You'll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.
Our office is located at:

555 Long Wharf Dr New Haven, CT 06511

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor:

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policy owners—not Wall Street. We began in Wisconsin in 1857, and today we're one of America's top companies - as was recognized by FORTUNE ® as one of the "World's Most Admired" life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet

Mike, Managing Director:

For the past eight years, Mike has built a successful career as a wealth management advisor at Northwestern Mutual, with a strong focus on growth, mentorship, and making a meaningful impact. Over the last four years, he has excelled in leadership, discovering a true passion for guiding and developing others. Now, Mike is excited to step into his next chapter as he takes on the role of Managing Director of the New Haven District Network office, bringing his vision, energy, and commitment to success to a new level.

Outside of work, Mike and his wife enjoy a busy and fulfilling family life with their three daughters. Whether they're spending time on their boat in Westbrook or cheering on their girls in their many activities and sports, their days are full of energy, adventure, and making lasting memories together.

About the Financial Representative Role:

As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing 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…
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