Financial Representative - Entry Level
Benefits:
Stipend
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At The Young District - Northwestern Mutual Midtown, our vision is to be the nation's preeminent holistic financial planning firm, guiding our community in stewarding significant wealth and risk management decisions. Rooted in a mission to provide greater financial security to more communities, we are proud to be among the top firms of a Fortune 90 AAA-rated company. Our team has consistently led the nation in risk production for new advisors in our market size, while earning recognition as one of the top wealth management practices and best places to work year after year. Passionate about making a difference, we actively support organizations like the MS Society, Leukemia and Lymphoma Society, Julie’s Dream, and Alex’s Lemonade Stand. Join us in a career that combines purpose, opportunity, and the ability to shape financial futures in a truly inspiring culture.
Our thriving office is located: 1100 Peachtree Street, Suite 1000 Atlanta, Ga 30309
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
A Glance at Northwestern Mutual (NM):
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 policyowners—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 Some of Our Local Leaders, the Heartbeat of Our Business:
Zach Young - Managing Director:
How long with NM? 14 years.
Prior Experience? Worked in Investor Relations and Business Development in NYC at the largest private equity firm in the world. Before that, held a role at one of the largest wirehouses globally.
Passionate about? Faith is his #1 priority, followed by family—his wife and two kids. An avid golfer, Braves fan, and praying his kids have fantastic athleticism with even better hearts.
Megan Fleming - Director of Recruitment:
How long with NM? 4 years.
Prior Experience? Spent 3 years as an Associate Financial Representative for an advisor. Before that, was a stay-at-home mom to her two children.
Passionate about? Family first! Loves playing tennis or anything competitive, watching documentaries with her husband, and spending time with her 75-year-old dad. Enjoys bonding with her 12-year-old son (keeping up with Gen Z lingo), shopping and doing hair and makeup with her 7-year-old daughter, and spoiling her dog Mac.
Dominic Scarpelli - Growth and Development Director and Financial Advisor:
How long with NM? 6 years.
Prior Experience? Worked in a hybrid salaried/commission sales role for a medical software company, specializing in revenue cycle management and selling to hospitals, health systems, and larger medical practices.
Passionate about? Enjoys fishing, hunting, and playing video games. Lives with his wife, Brooke, and their dog, Lupo. Passionate about land ownership, reading sci-fi novels, international travel, and NFL football.
Jon Blankenship - Financial Advisor:
How long with NM? Completed the NM internship program in college.
Prior Experience? A graduate of Georgia State University who began his career with Northwestern Mutual right after completing his internship.
Passionate about? Faith and family are central to his life. He’s married, a new dad, and a big Georgia Bulldogs fan—GO Dawgs! Loves golf and is dedicated to leading a youth group at his church.
Sam Williamson - Future Financial Representative:
How long with NM? Joining officially in 2025.
Prior Experience? Former attorney who relocated to the United States from New Zealand.
Passionate about? Married with two kids, he’s passionate about Halloween, collecting fine china, and dressing for success—he believes in dressing for the day you want to have!
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 clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Zach Young is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.