Financial Representative Entry Level

Job Description

Job Description

Benefits :

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

At Northwestern Mutual San Francisco, we are a Top 10 Network Office recognized nationally for both our excellence in advisor development and our leadership in diversity, equity, and inclusion . Our mission is to grow both our advisors and our clients with intention, creating lasting financial security through a culture of highly educated, integrated planning. We are proud recipients of honors such as the 2025 WealthManagement.com Industry Awards DEI Finalist, the Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, the 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes Best-In-State Top Financial Security Professionals list. We pair this commitment to inclusive growth with best-in-class training, earning the prestigious APEX Award from Training Magazine for our innovative, data-driven learning and leadership development programs. Beyond our office, we invest in the communities we servesupporting local initiatives, funding advisor-led impact programs, and engaging through dedicated field advisory councils that represent and advocate for diverse voices. Here, new Financial Representatives join a collaborative, purpose-driven environment where professional excellence and community impact go hand in hand.

Our thriving office is located at : 600 Montgomery Street, Suite 1600, San Francisco, CA 94111

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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Our Local Team :

Michael Byrne Managing Partner :

Marlin Adams District Director & Financial Advisor :

Anisa Henry Financial Advisor :

Giordano Salvetti Financial Advisor / Growth & Development Director :

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 :

Qualifications :

Benefits :

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Byrne is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.