Financial Representative Entry Level

Role overview

Join Northwestern Mutual – The Big Apple as an Entry-Level Financial Representative in a hybrid remote role based in New York, NY 10017. You’ll help clients pursue their financial objectives by delivering personalized insurance and planning solutions, supported by a robust mentorship program and a structured, award-winning training track designed to help you build your own business.

What you will do

• Conduct client consultations to understand goals, aspirations, and concerns
• Develop comprehensive financial plans covering investments, insurance, and retirement
• Recommend and implement insurance strategies to protect clients’ assets and income
• Provide ongoing support by monitoring plans and adjusting strategies as circumstances change
• Grow and maintain a network of clients through referrals and active community involvement

Benefits

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

About Northwestern Mutual

Northwestern Mutual is a Fortune 500® company offering a wide range of financial services to more than 5 million people. As a mutual company, we prioritize policyowners over shareholders. Founded in 1857 in Wisconsin, we’ve earned recognition from Fortune as one of the World’s Most Admired life insurance companies in 2024, reflecting our culture dedicated to helping people achieve lasting financial security. Our office is located at 300 Madison Avenue, FL 25, New York, NY 10017.

Meet the leadership

Milan Suri serves as Managing Director and brings over 15 years of experience in financial services. He began his career at Credit Suisse and UBS, gaining a solid foundation in wealth management and institutional finance before transitioning to entrepreneurship. After collaborating with multiple firms, Milan chose Northwestern Mutual as his long-term home and has led with purpose for the past five years. A Georgetown University alumnus, he combines strategic insight with a relationship-driven approach, and is deeply engaged with the Indian American community. Milan enjoys tennis and life with his wife, Caryn, and their children.

About the Financial Representative role

As a Financial Representative, you’ll work with individuals and businesses to help them reach their financial goals through personalized insurance solutions and planning. The role emphasizes building enduring client relationships, understanding unique needs, and delivering tailored financial strategies.

Role highlights

• Client Consultation: Engage clients to uncover financial goals, aspirations, and concerns
• Financial Planning: Create plans that include investments, insurance, and retirement strategies
• Insurance Solutions: Propose and implement strategies to protect assets and income
• Ongoing Support: Monitor progress and adjust plans as life evolves
• Networking: Build and maintain a client network through referrals and community involvement

For a glimpse into a day in the life of a Northwestern Mutual advisor, you can watch: Day in the Life of a Northwestern Mutual Advisor.