Financial Representative
Northwestern Mutual
Benefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern Mutual - Central Illinois! At Northwestern Mutual – Central Illinois, we are guided by the core values of Courage, Passion, and Growth. These principles shape everything we do—from how we support our clients to how we build our team. Our culture strikes the balance between professionalism and approachability, creating a collaborative and supportive environment where new Financial Representatives are set up to succeed. During your first year, you’ll benefit from joint work opportunities, hands‑on mentoring, and personalized coaching from seasoned advisors who are truly invested in your development. We believe that growth happens best with accountability, encouragement, and the freedom to learn alongside a strong team. Our commitment to impact extends beyond financial services. We take pride in giving back to our community through support of local organizations such as HSHS St. John’s Children’s Hospital, Contact Ministries, the James Project, and Alex’s Lemonade Stand. If you're looking for a career where you can make a difference—both in your clients’ lives and in your community—while building a business with unlimited potential, we’d love to talk with you. Our thriving offices are located: Lincoln office: 2201 Woodlawn Road Lincoln IL 62656 Pittsfield office: 311 W Washington Street Pittsfield IL 62363 Jacksonville office: 606 E State Street Jacksonville IL 62650 Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: 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 - as was recognized by FORTUNE ® as one of the “World’s 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: D. Patrick Scheina, CLU – Managing Director and Wealth Management Advisor: Time with Northwestern Mutual: 22 years Previous Experience: Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science. Outside Interests: Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peter’s Catholic Church, and Patrick also serves on the Sangamon County CEO Board. Eli Cook – Growth and Development Director: Time with Northwestern Mutual: 11 years Previous Experience: Began his career with Northwestern Mutual as a College Financial Representative in 2014 and has grown within the organization ever since. Outside Interests: Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting. Brent Shunk – Private Wealth Advisor: Time with Northwestern Mutual: 38 years Previous Experience: Brent has spent his entire career with Northwestern Mutual. Outside Interests: Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night. Austin Shunk – Private Wealth Advisor: Time with Northwestern Mutual: 13 years Previous Experience: Austin has built his entire professional career with Northwestern Mutual. Outside Interests: Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking. Sheila Davidsmeyer – Financial Advisor: Time with Northwestern Mutual: Over 27 years Previous Experience: Sheila began her career at Northwestern Mutual in 1998 as an Associate Financial Representative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University. Outside Interests: Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL. 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: 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. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. #J-18808-Ljbffr
- ...Organization : Name CHICAGO NORTH SHORE IL Default: Location : City BUFFALO GROVE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing...SuggestedWork at officeLocal area
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- ...Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands... ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...SuggestedFull timeLocal area
- ...Financial Aid 80% #Assist with activities related to student financial aid programs for the School of Medicine #Enter and update financial aid information, budgets, and award packages while ensuring accuracy and completeness #Review financial aid records and required...Suggested
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...SuggestedFull timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...Full timeContract workFor contractorsWork at office$75k - $250k
...Description: The Financial Advisor will serve as a trusted advisor to clients, providing expertise in investment management, financial planning, cash flow management, and more. The ideal candidate will clear communication skills, and experience in financial planning...- ...Ready to Launch Your Career? This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute...For contractorsWork at office
- ...development Bonus based on performance Competitive salary Position Overview: Are you interested in building a career in financial services and helping customers plan for their future? Our State Farm agency is seeking a motivated and customer-focused individual...
- ...J.P. Morgan Chase is seeking a Private Client Advisor in Illinois. This role involves offering comprehensive financial planning and advice to a diverse client base. Candidates should have a minimum of 2 years of financial advisory experience, possess required licenses...
- ...Mark Cortesi - State Farm Agent in Illinois is seeking a motivated, customer-focused individual to begin a career in financial services. You will help customers with life and health insurance solutions while working toward securities licenses to expand into investments...
$65k - $75k
...Personal Financial Counselors (PFC) provide financial counseling services at military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families. Services may include one-on...Contract workWork at officeFlexible hours$80k - $89k
...all aspects of the meeting registration process including meeting and course setup, and assisting with the month‑end and year‑end financial close process. The Senior Finance Staff Associate processes cash disbursements for the Association’s related entity, OMSPAC. Additionally...Work at officeFlexible hoursNight shiftAfternoon shift2 days per week3 days per week$80k - $100k
...Description: This position works in tandem with a Financial Advisor to maintain client relationships. The goal of this position is to offer custom advice in areas such as investment management and financial planning. The Associate Financial Advisor will be responsible...Work at officeMonday to Friday- ...Bank of America in Willowbrook, IL seeks a dedicated client-focused associate to serve as the first point of contact for financial center clients. You will uncover personal banking needs, provide appropriate solutions, and connect clients to specialists. You will also...
$41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work$17 - $28.96 per hour
...right place for you.***Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and... ...this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals...Immediate startRemote work- ...culture of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range... ...as a best place to work and top workplace by our own employees symbolizes the outstanding culture we represent. #J-18808-Ljbffr...Work at office
$19 per hour
...focused bank, we help individuals and businesses reach their financial goals through personalized service and trusted relationships.... ...essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable...Full timeWork at office$76.4k - $138.6k
...designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this...Summer holidayLocal areaFlexible hours$65k - $75k
...organization to find an experienced FP&A Analyst to join its finance team in Westchester, IL. In this hybrid role,ая you’ll support financial strategy through reporting, modeling, and cross‑functional collaboration. Key Details Compensation: $65,000–$75,000 annually...Work at officeRemote work$46.99k - $122.4k
...CVS Health Financial Analyst We're building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold...Full timeWork experience placement- ...Hanscom Federal Credit Union is seeking a Financial Representative to deliver outstanding member service and build trusted relationships in our Illinois location. You will work to meet personal sales goals while guiding members through financial wellness coaching and...
$45k - $55k
...your main responsibility will be to assess the creditworthiness of individuals and businesses applying for loans. You will analyze financial data, review loan documentation, and evaluate the overall credit risk. By conducting thorough credit analysis, you will help the...Work at office$250k
Overview PRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best places to work. We focus on the areas that make an Originator successful and have an unmatched Culture. We look forward to helping you succeed as an ...- ...Analyst will support the lenders in underwriting requests for credit extensions to new and existing clients. They will perform detailed financial analysis for all lending opportunities, prepare credit approval and modification requests for presentation to Loan Committee by...Temporary workInterim roleBank staffWork at office
$59k - $77k
...Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”**Why join this team...Temporary workFlexible hours$22 per hour
...banking, administrative support, or finance is preferred, but not required. Attention to Detail: High accuracy in reviewing financial documents and data entry. Communication: Strong written and verbal communication skills for daily client interaction. Tech...Hourly payFull timeWork at officeMonday to Friday- ...originating, underwriting, and managing a portfolio of commercial loans. You will work closely with business clients to understand their financial needs and provide tailored lending solutions that align with the bank's policies and risk parameters. As a key player in our...Work at officeLocal areaFlexible hours
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