Entry level analyst Jobs in Charlotte, NC

Job Description

Job Description

Benefits :

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

At Northwestern Mutual Greater Charlotte , we lead with purpose, passion, and people. As the #1 district in the Carolinas in 2023 and #2 in 2024 , the Salazar District of SouthPark is proud to be the Queen Citys premier financial planning organization. Were dedicated to helping individuals, families, and business owners build long-term financial security through expert guidance, personalized strategies, and a commitment to trust and transparency.

Our team is grounded in core values : Courage, Growth, Family, Accountability, and Integrity . These principles shape every interactionwith our clients, within our team, and throughout our community. We are a versatile and diverse group of financial professionals who work in unison, holding ourselves to the highest standards in the industry while staying authentic to ourselves, to Northwestern Mutual, and, most importantly, to our clients.

Our leadership team in SouthPark sets the tone through transparency, alignment, and a commitment to shared success. Each individual is accountable not only to the team but also to their personal growth and impact. We pride ourselves on being a close-knit, family-oriented district that celebrates personal and professional milestones together. Here, we challenge one another to grow, support one another in every season, and remain steadfast in our mission to deliver exceptional planning and service to the Greater Charlotte community and beyond.

Our thriving office is located : 6235 Carnegie Blvd. Charlotte, NC 28211

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 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 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 :

Kevin Salazar Managing Director :

• How long with NM? Kevin joined Northwestern Mutual in 2012 through the New Jersey / New York apprenticeship program and has been with the firm for 13 years.
• Prior Experience? Followed his passion to the University of West Virginia, where he earned a B.S. in Finance. He quickly became a top performer early in his career and, in 2014, relocated to Charlotte to build a premier financial planning team.
• Passionate About? Traveling with his wife and two kids.

Austin Matz Growth Development Director :

• How long with NM? Austin began his career through Northwestern Mutuals college internship program and has been with the firm for 6 years.
• Prior Experience? A Certified Financial Planner originally from Pittsburgh, PA, Austin now serves as a Growth Development Director within the Southpark office, leading a team of four.
• Passionate About? Golf, traveling, and spending time with family and friends.

Jorge Santana Director of Training and Development :

• How long with NM? Jorge joined Northwestern Mutual following a 23-year career in the United States Marine Corps.
• Prior Experience? Retired as a Master Gunnery Sergeant and is a passionate advocate for veterans, mentoring transitioning service members into successful civilian careers.
• Passionate About? Supporting veterans, and spending time with his wife and two children.

Peter Hofinga Executive Director of Recruitment :

• How long with NM? Peter brings over 13 years of leadership experience as a Marine Corps Reserve Officer to his role at Northwestern Mutual.
• Prior Experience? Actively serves in the Marine Corps Reserve and volunteers as a mentor for multiple organizations that support veterans transitioning to civilian employment.
• Passionate About? Captaining an adult soccer team, competing in Spartan Races, and coaching his three daughters soccer teams.

Tyler Clary Financial Advisor :

• How long with NM? Started with Northwestern Mutual in 2021.
• Prior Experience? Former professional swimmer who proudly represented the United States at the highest levels, including the Olympics. Also held roles in business development prior to joining Northwestern Mutual.
• Passionate About? Giving back to the community, mentoring young athletes, staying active, and making a positive impact through local philanthropic efforts.

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 :
• Retirement
• 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. Kevin Salazar is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.