Financial Representative with Business Development Focus
Northwestern Mutual - Puget Sound
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
Your ability to build relationships, understand client needs, and deliver tailored solutions could make you an ideal fit for a rewarding career in financial services. We are seeking business development and client-facing professionals with backgrounds in industries such as, auto, advertising, pharmaceuticals, medical equipment, P&C, logistics, real estate, telecom/IT, industrial equipment, or media.
- Leverage Your Client-Facing Expertise: Your background in business development or consulting has given you strong communication and negotiation skills. In financial services, you could use those same strengths to educate clients, guide decision-making, and build long-term trust.
- Build Meaningful Relationships: Just as you’ve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey.
- See the Impact of Your Work: In business development, you’ve helped organizations and individuals achieve growth. In this role, you could see the direct impact of your guidance as families and communities gain lasting financial security.
- Unlock Unlimited Earning Potential: A career in financial services could provide significant earning opportunities, along with a clear path for professional growth and leadership.
- Seattle: 601 Union St. #2500, Seattle, WA. 98101
- Bellevue: 10655 NE 4th St. Ste. 900, Bellevue, WA. 98004
- Tacoma: 1201 Pacific Avenue Ste. #500 Tacoma, WA 98402
- Time with NM: 8 years.
- Prior Experience: Background in wholesale business, managing sales for domestic brick-and-mortar retailers as well as international distribution within a baby furniture company.
- Passionate About: Spending time with and raising his four children. He enjoys cigars and artisan spirits, traveling both domestically and internationally to explore new cultures and natural beauty, and shopping at farmers markets and cooking seasonal meals with his family.
- Time with NM: 9 years.
- Prior Experience: Began as an intern during his junior year of college and transitioned into a full-time advisor role, building his career with Northwestern Mutual since.
- Passionate About: Being intentional with his time outside of work. He is an avid runner, golfer, and sports fan, closely following the Seattle Mariners, Tottenham Hotspur, and Washington State athletics. He also enjoys trying new restaurants and experiences with his wife, Anna.
- Time with NM: 5 years.
- Prior Experience: Joined Northwestern Mutual directly out of college with the goal of building his own financial planning practice. Drawn to the firm’s integrated planning approach and client-first focus, he was motivated by the opportunity to make a meaningful impact and build something for his future and family.
- Passionate About: Golfing, exploring new food experiences, and spending quality time with his family.
- Time with NM: 5 years.
- Prior Experience: Spent 8 years at a previous firm building her own practice and developing new advisors. Prior to her financial career, she was a collegiate athlete and trained for the Olympic trials.
- Passionate About: Spending time with her two young children, staying active both in and out of the gym, and enjoying live music with friends.
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
- 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.
- Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Flexible work from home options available.
Vacancy posted 11 days ago
Similar jobs that could be interesting for youBased on the Financial Representative with Business Development Focus in Bellevue, WA vacancy
- ...Opportunity for advancement Training & development Vision insurance Overview Your ability... ...you an ideal fit for a rewarding career in financial services. We are seeking business development and client-facing professionals with backgrounds in industries such as auto, advertising...SuggestedLocal areaWork from homeFlexible hours
$100k - $300k
...is seeking professionals with a financial services background who are... ...consultative skills in a purchase-focused mortgage environment.... ..., and disciplined business development. Your financial services background... ...through closing Represent Generations Home Loans as...Suggested- ...America Launch your financial services career with an organization... ...role Our financial representatives at Modern Woodmen of... ...unique combination of business and giving back to... ...skills. Team-oriented. Focus on results/success... ...Finance, Business Development, and Sales...SuggestedFull timeLocal area
- ...Merrill Advisor Development Program - Financial Advisor: Greater Seattle... ...Washington To proceed with your application,... ...one of the largest businesses of its kind in the... ...Wealth Management team represents an array of... ...resilient, results focused and effective. The...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Washington **To proceed with your application, you... ...purpose to help make financial lives better through the... ..., and career development. Our approach includes... ...responsibilities and business needs. At Bank of America... ...work ethic and intense focus on results, acting in...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- .... This role will support advisors with meeting preparations, client follow... ...have 3-5 years of experience in financial services, familiarity with CRM platforms... .... Join a collaborative team focused on professional growth and development opportunities. #J-18808-Ljbffr Jambalaya...Remote job
$80k - $90k
...one of the largest businesses of its kind in the... .... Merrill’s Financial Advisors and Wealth... ...personal relationship with their advisory team... ...Management team represents an array of different... ..., results focused and effective. The Advisor Development Program is designed...Full timeInterim roleWork at officeLocal areaImmediate startShift workDay shift- ...growth by coaching a team of advisors and driving organic business development. The role focuses on developing education, training, and frameworks to... ...candidate will align execution and accountability, partner with executives on growth strategies, and build scalable...
$95.3k - $133.43k
...looking to add a new Business Banking Officer.... ..., business development, and lending expertise... ...strengthening relationships with business members,... ...understand their financial goals, provide... ...businesses Represent Salal Credit Union... ...consultative, member-focused service approach...Remote work- ...their on-going growth and development. Hiring Locations:... ...Principal Accountabilities: 1. Business Development - Through... ...leadership skills which focus on client service and business... ...Service - Serves clients with excellence providing financial guidance in a manner...Work at officeLocal areaNight shift
- BECU is seeking an Associate Financial Advisor to join our team in Washington. This role focuses on providing tailored investment services, conducting portfolio reviews, and supporting our member clients' financial goals. The ideal candidate will have a Bachelor's degree...Hourly pay
- ...team in Bellevue. This role empowers you to create personalized financial plans and manage complex portfolios for clients. You will be... ...expertise while making a significant impact on clients' lives. With a commitment to professional growth and a supportive culture, this...
- ...advancement Training & development Vision insurance... ...next generation of financial representatives, ranked the #1 office... ...cancer research with organizations such as... ...Background in wholesale business, managing sales for domestic... ...and client-first focus, he was motivated by...Full timeInternshipSeasonal workWork at officeWork from homeVisa sponsorshipFlexible hours
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Bellevue, Washington. This role involves engaging with clients to understand their financial objectives and providing tailored advice and strategies. You will leverage your...
$160k - $210k
...Private Banker We are partnering with a highly respected financial institution that is expanding its... ...to work with affluent individuals, business owners, and trusted advisors while... ...timely solutions Conduct business development activities to identify and pursue...- Thrivent Financial is seeking an Associate Financial Advisor in Seattle, WA, to support clients in their financial... ...relationship management, working closely with a Lead Advisor. The ideal candidate will have a strong focus on customer service, analytical skills, and...Full time
$75k - $85k
Overview Business Development Manager at FINITETEK INC with expertise in sales and recruiting. Base pay range $75,000.0... ...00/yr Responsibilities Assist the Financial Planner in preparing for and conducting client meetings, with a focus on accuracy, detail, and personalized...Full time- ...Washington To proceed with your application, you... ...purpose to help make financial lives better through... ...for our teammates and businesses based on role-specific... ...work ethic and intense focus on results, acting in... ...Building Business Development Pipeline Management...Work at officeShift workWeekend workDay shift
- Leverage Planners LLC Financial Advisor 2026 (New Business) Bellevue, WA·Full time Company website Apply for Financial Advisor 2026 (New Business) Leverage... ...into long-term clients. If you thrive on connecting with people, navigating important decisions, and moving conversations...Full time
$125k
Pure Financial Advisors, LLC is a fee‑only Registered Investment Advisor... ...clients who want to do business with our firm. Why become an... ...Pure? Marketing & Business Development - We generate the leads so that... ...podcast shows. We have teams focused on marketing and business...$95.2k - $157.1k
...Associate - Corporate Finance Business Valuation EY-Parthenon’s Corporate... ...valuation matters, partnering with client management on... ...strategic priorities, with a focus on Intangible Assets. Your Key... ...implications of intangible and financial assets, and undertake valuations...Work at officeFlexible hours- ..., combining strong financial infrastructure with cutting‑edge Banking... ...; we also empower businesses by integrating modern... ...entrepreneurs; focused on impact, speed, and... ...external business development efforts. Also, sell... ...line of business. Represent Coastal positively...Temporary workWork at officeLocal areaFlexible hours
$70k - $80k
Bank of America seeks a Financial Advisor in Kirkland, Washington. This role involves providing advice and customized solutions to help... ...'ll manage client relationships, triage leads, and collaborate with internal teams to achieve financial success. Candidates should...- Bank of America is looking for a Financial Advisor based in Bellevue, Washington. The role includes providing tailored financial advice to clients, helping them achieve their financial goals through customized solutions. Responsibilities involve triaging client leads, reviewing...
$94.3k - $156.9k
...to grow our community with top talented individuals... ...future is now. PSE's Financial Planning & Analysis... ...will be able to lead the development of interdepartmental... ...purposes. Key areas of focus include financial modeling... ...commitment to conduct business honestly, ethically...Temporary workLocal areaFlexible hours$28.85 - $33.65 per hour
Bank of America is seeking a professional to provide comprehensive financial advice to clients in Washington. This role focuses on meeting client financial goals through strategic product recommendations and building lasting relationships. Candidates should be skilled...Hourly pay- Tschetter Group, based in Bellevue, WA, is seeking a Financial Planner to provide exemplary service and financial planning to high-net-worth clients. This full-time position emphasizes building long-term client relationships through a thoughtful planning process. Responsibilities...Full time
$75k - $200k
...more loans, faster and with the highest customer... ...here to help you close business, not put up roadblocks... ...qualified originators that focus on file quality.... ...promotion and business development activities in support... ...estate agents and brokers, financial advisors and other...Full timeWork from home$152k - $285k
Business Development Executive - Mid-Corporate Banking - Executive Director Join... ...You are customer focused, enjoy building relationships... ...Responsibilities Partner closely with Banking, Credit, Treasury, Service... ..., one of the oldest financial institutions, offers innovative...Bank staff$25 - $26.77 per hour
...purpose to help make financial lives better through the... ...an in-office culture with specific requirements... ...for our teammates and businesses based on role-specific... ...work ethic and intense focus on results, acting in... ...Building Business Development Pipeline Management Prospecting...Hourly payFull timeWork at officeShift workWeekend workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Representative with Business Development Focus. Be the first to apply!
Related searches
- associate financial representative Bellevue, WA
- financial planning administrator Bellevue, WA
- financial advisor development program Bellevue, WA
- wealth advisor Bellevue, WA
- financial planner cfp Bellevue, WA
- private wealth advisor Bellevue, WA
- associate corporate finance Bellevue, WA
- wealth advisor associate Bellevue, WA
- financial associate Bellevue, WA
- estate planning consultant Bellevue, WA

