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.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Representative with Business Development Focus in Bellevue, WA vacancy
- ...advancement Training & development Vision insurance Transition Your Business Development Skills into a Career in Financial Services with Northwestern Mutual –... ...and client-first focus, he was motivated by... ...Responsibilities for a Financial Representative: Educate clients...SuggestedFull timeInternshipSeasonal workLocal areaFlexible hours
- ...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...Suggested
$105k - $135k
Cutler Investment Group in Bellevue, WA is seeking a Financial Advisor to help clients meet their financial goals. You will join top advisors... ..., and progressively take on more ownership of client books, with compensation ranging $105,000-$135,000 and comprehensive...Suggested$99k - $232k
...you will collaborate with CEOs, CFOs, controllers... ...their contribution to the business. Within our Finance... ...client accounts, focusing on strategic planning... ...using Anaplan to optimize financial planning and analysis... ...support ongoing business development efforts- Upholding...SuggestedFull timeH1b- You are customer focused, enjoy building relationships and bringing... ...in new clients. A role as a Business Development Executive is for you. As a... ...Partner closely with Banking, Credit, Treasury and... ...JPMorganChase, one of the oldest financial institutions, offers innovative...SuggestedBank staff
- ...one of the largest businesses of its kind in the... .... Merrill’s Financial Advisors and Wealth... ...relationship with their advisory team... ...Wealth Management team represents an array of... ...resilient, results focused and effective. The Advisor Development Program is designed...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$92.22k - $106.1k
...integrate all aspects of your life with your career. At Armanino, we... ...an experienced and client-focused Workday Consultant to join... ...shape the vision for our Workday Financials Practice. You will be... ...clients to understand their business requirements and translate them...Full timeContract workLocal areaFlexible hours$28.85 - $33.65 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... ...through the stages of development. Once you have demonstrated... ...• Customer and Client Focus• Oral Communications•...Hourly payFull timeWork at officeImmediate startShift workDay shift- Bank of America seeks a client-focused financial advisor to plan short and long-term goals with brokerages, stocks, bonds, funds, and banking solutions. You will triage client needs, refer to internal partners, and mitigate risk daily while engaging new clients through...Temporary work
- ...Financial Services Representative | Leadership & Business Development Opportunity Type: Independent Contractor (1099) Schedule:... ...learn Comfortable communicating with people Consistent and... ...Financial education and client-impact focus Performance-based growth...Hourly payFull timePart timeFor contractorsRemote workFlexible hours
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College... ...and network to build your business and client base Develop... ...weekly coaching, training, and development meetings Receive Risk Product... ...life and your classes. With the option to participate in...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours$88k - $150k
...office dedicated to partnering with business owners and their families... ...wealth creators with complex financial lives, delivering integrated... ...management, business development, financial planning, and investment... ...to detail with a laser focus on client satisfaction Exhibits...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours$120k
...Lead Financial Advisor Opportunity We are currently partnering with a fast-growing, fee-only wealth management firm in Bellevue... ...firm truly stands out with its focus on retirement planning,... ...path to accelerate your book of business and earnings Leadership recognized...- ...in building a career in financial services. No prior industry... ..., and professional development to help you develop your business within the firm’s supported... ...this role, you will work with individuals, families, and... ...individuals who are relationship-focused, coachable, professional,...Flexible hours
- ...is looking for talented Financial Advisors just like you! With your extraordinary knowledge... ...client base. Your keen focus, motivational skills and... ...Collaborating with multiple business partners allows you to... ...Finance, Sales, and Business Development Industries Financial...Full time
- ...Launch your financial services career with an organization that positively impacts... ...About the role Our financial representatives at Modern Woodmen of... ...is a unique combination of business and giving back to those we... ...leadership skills. Team-oriented. Focus on results/success driven....Local area
$84k - $96k
...Focus Partners Wealth is seeking an Associate Wealth Advisor to join... ...exciting opportunity to work with a planning centric team... ...through active participation in the financial planning process. Responsibilities... ...team Engage in advisory team business planning efforts and actively...Work at officeLocal areaRemote work2 days per week- LPL Financial collaborates with banks to provide a comprehensive suite of financial... ...acts as a dedicated representative assigned to a specific branch... ...solutions for an assigned book of business. Actively solicits new and... ...environment, are client-focused, team oriented, and are...Full timeWork at officeLocal area
$92.87k - $152.57k
...institutional clients through multiple integrated businesses. The Financial Advisor will support the Wealth... ...maintaining up-to-date familiarity with the current personal investments... ...a collaborative, Client-centric team focused on community? When it’s time to take your...Work experience placementFlexible hours- ...advancement Training & development Vision insurance... ...the next generation of financial representatives, ranked the #1 office... ...pediatric cancer research with organizations such as... ...in wholesale business, managing sales for domestic... ...and client-first focus, he was motivated by...Full timeInternshipSeasonal workWork at officeVisa sponsorshipFlexible hours
$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 2731 77th Avenue SE - Mercer... ...and partner to the people and businesses in our Key Bank communities.... ...role, the FWA works closely with branch leadership and teammates... ...line of business partners – focusing on client acquisition and deepening...Hourly payWork experience placementWork at officeDay shift- ...The Financial Advisor plays a key role in delivering comprehensive,... ...headquartered in Bellevue, WA. The firm focuses on structured, safety-first... ...to providing clients with lifelong financial security and... ...and PTO Professional development and licensing reimbursement Free...Apprenticeship
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern... ...and network to build your business and client base Develop... ...coaching, training, and development meetings Receive Risk Product... ...life and your classes. With the option to participate...Full timeInternshipLocal areaFlexible hours$117.2k - $176.7k
...the #1 AI CRM, where humans with agents drive customer success... ...are passionate about bettering business and the world through AI,... ...complex environments with a strong focus on cloud and software-as-a-... ...194,200 annually. The range represents base salary only, and does...Full time$77.39k - $127.14k
...clients through multiple integrated businesses. The Associate Financial Advisor partners with Advisors and Senior Advisors to... ...client relationships, business development, and production results. Job... ...judgment, and a polished, client-focused demeanor. Strong analytical, problem...Work at officeFlexible hours- ...Description Ameriprise Financial Services, LLC has been... ...insurance solutions. With a nationwide network of... ...and assisting in the development of tailored strategies... ...enhance client service and business growth. Qualifications... ...and implement client-focused strategies. Solid...Full timeWork at officeWork from home
- ...Washington To proceed with your application, you... ...purpose to help make financial lives better through... ...engagement, and career development. Our approach includes... ...responsibilities and business needs. At Bank of America... ...ethic and intense focus on results, acting in...Work at officeFlexible hoursShift workWeekend workDay shift
$20.67 - $31.25 per hour
...and partner to the people and businesses in our KeyBank communities.... ...solutions to assist in client's financial wellness both in person and... ...new clients to Key and work with existing clients to develop and... ...line of business partners – focusing on client acquisition and deepening...Hourly payFull timeWork experience placementFlexible hoursDay shift$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided... ...everyone. We hire individuals with a broad range of backgrounds and... ...leads, making referrals to business partners based on client needs... ...Branding Customer and Client Focus Oral Communications...Temporary workShift workDay shift$28.85 - $33.65 per hour
...purpose to help make financial lives better through the... ..., and career development. Our approach includes... ...responsibilities and business needs. At Bank of America... ...build a successful career with opportunities to learn... ...Management Customer and Client Focus Portfolio Management...Hourly payTemporary workWork at officeImmediate startFlexible hoursShift 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 corporate finance Bellevue, WA
- financial advisor development program Bellevue, WA
- financial planning assistant Bellevue, WA
- jde finance consultant Bellevue, WA
- financial advisor training program Bellevue, WA
- financial counselor Bellevue, WA
- financial planning administrator Bellevue, WA
- financial planner cfp Bellevue, WA
- financial planner Bellevue, WA
- financial advisor associate Bellevue, WA



