Financial Representative - Entry Level

Join the winning team at Tri-Harbor Financial Group of Greater Boston (a network of offices within Northwestern Mutual)! Our Network, spanning from New York to Boston, has been recognized as the top-performing Network within the Eastern Region of Northwestern Mutual.

We are significantly investing in growth through the development of new internal leaders. Our thriving office is located at : 45 Braintree Hill Park, Ste 204, Braintree, MA 02184

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / tar1BSa7Gaw

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.

Tri-Harbor Financial Group of Greater Boston is deeply committed to making a positive impact in the community by passionately supporting three remarkable charities.

Through our dedicated efforts, we strive to uplift and empower those in need.

• Alex’s Lemonade Stand Foundation : Supports childhood cancer research and families affected by it through fundraising and awareness campaigns.
• 22 Mohawks : Prevents veteran suicide by fostering community, support networks, and promoting mental health resources.
• Habitat for Humanity : Builds affordable housing to empower families and strengthen communities through volunteer-driven construction projects.

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, with a unique culture deeply dedicated to helping people achieve financial security.

Meet some of our local leaders, the heartbeat of our business :

Sarah Adams, Managing Director :

• How long with NM? 17 years
• Previous job / career / business experience? Came to Northwestern Mutual right out of college after graduating from Bryant University with a degree in Finance.
• Passionate about outside of business? Spending time with her niece and nephew, helping people create a life that’s meaningful to them, helping to advance women in business.

Gabi Siegel, Growth & Development Director, Wealth Management Advisor :

• How long with NM? 7 years
• Previous job / career / business experience? Internship with Northwestern Mutual during college and then joined as a full-time representative after graduating from Saint Anselm College with a degree in Finance and Business Management.
• Passionate about outside of business? College soccer player, passionate about traveling and spending time with her family, especially her husband Griffin and newborn Penelope.

Max Allen, Growth & Development Director, Wealth Management Advisor :

• How long with NM? 5 years
• Previous job / career / business experience? Technical Recruiter at John Galt Staffing after graduating from Merrimack College with Bachelor and Master degrees in Exercise Science.
• Passionate about outside of business? D1 lacrosse player, now coaching at St. John Prep, passionate about coaching others in business and on the field and loves spending time with his wife Mikayla and his family on the Jersey Shore.

Julie Linehan, Financial Advisor :

• How long with NM? 4 years
• Previous job / career / business experience? VP at Robert Half, legal recruiting, graduated from Bridgewater State University with a degree in English.
• Passionate about outside of business? Her 2 kids, Petra and Axel, traveling, and being involved with her church on the South Shore.

Qualifications :

• Education : A bachelor's degree in finance, business, or a related field 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.

This is a Hybrid position.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

Sarah Adams is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.