Financial Services Representative

Northwestern Mutual is dedicated to helping clients achieve financial clarity with personalized, long-term financial planning, identifying opportunities, and addressing challenges. With $265 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, Northwestern Mutual has served over 4.5 million people across a variety of financial and insurance services. The company manages over $125 billion in client assets and proudly supports a diverse workforce, including financial advisors nationwide and corporate employees in Milwaukee and New York.

Northwestern Mutual is driven by a commitment to creating a secure financial future for individuals and families.

This full-time, on-site Financial Services Representative role is based in Richmond, VA. In this position, you will provide financial guidance to clients, assist in identifying and addressing their unique financial needs, and develop personalized strategies for achieving long-term financial security. You will help clients navigate financial planning, investments, and insurance solutions, while delivering exceptional customer service and building strong, trust-based relationships.

Licensing and ongoing development oppurtunities offered by the firm.

• Proficiency in Customer Service practices, with a focus on building strong client relationships
• Strong communication, interpersonal, and analytical skills
• Ability to thrive in an on-site, collaborative team environment
• Licenses and/or certifications in financial planning or insurance are a plus