Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Representative - Career Changer Opportunity

Full-time

Brase Network - Northwestern Mutual

Benefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Northwestern Mutual Omaha, our mission is to empower individuals, families, and businesses to build their best lives through comprehensive financial planning and investment strategies. With a steadfast commitment to our core values—People First, Respect, Achievement, and Build Your Best Life—we provide clarity and confidence to help our clients define and pursue their “why.” Recognized as Omaha's Best Financial Planning and Investment Firm for nearly a decade, we are proud to serve over 57,000 clients across Nebraska with nearly $4 billion in assets under management. Beyond financial services, we are driven by a passion to make a difference in the fight against childhood cancer. Through partnerships with benefactors like Children’s Nebraska, Alex’s Lemonade Stand, the Leukemia & Lymphoma Society, and Team Jack, we strive to support research, treatment, and awareness for this critical cause. At Northwestern Mutual Omaha, we are more than a financial partner—we are a trusted ally committed to helping you achieve your goals, secure your future, and make a meaningful impact in the world. Our thriving office is located: 9300 Underwood Avenue, Suite 500 Omaha, NE 68114. 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 policy owners—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: Jennifer Brase - Managing Partner: How long with NM? Been with NM for 35 years. Prior Experience? Graduate of University of Nebraska - Lincoln. Briefly worked process student loan claims prior to seeking a greater, growth oriented career with NM. Passionate About? Loves Nebraska Cornhusker football, camping, taking her kids on new adventures, and spending time with friends and family. Dan Ferguson - Managing Director: How long with NM? Been with NM for 20 years. Prior Experience? Was a bartender and server before starting with NM as an intern. Passionate About? Loves the game of golf. Enjoys coaching girls basketball, going to concerts, spending time with family, and watching Cornhuskers football. Katie Eikmeier - Chief Development Officer: How long with NM? Been with NM for 12 years. Prior Experience? Worked in marketing and advertising prior. Passionate About? Really enjoys being outdoors, running, traveling, and going on adventures with her 3 children. Nick Onken - Financial Advisor and Growth & Development Director: How long with NM? Started with NM 4 years ago. Prior Experience? Spent 16 years in the golf industry starting in Florida and moving to Wisconsin, eventually to Nebraska. Passionate About? Loves everything about family. Spends as much free time as he can golfing. Has a passion for outdoor activities like hunting and fishing. 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, but not required. 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. Jennifer Brase is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Representative - Career Changer Opportunity in Omaha, NE vacancy
  •  ...emphasizes building customer relationships, providing tailored financial solutions, and maintaining compliance with banking...  ...skills. They will enjoy a comprehensive benefits package, including health coverage and career advancement opportunities. #J-18808-Ljbffr... 
    Suggested

    Quality Talent Group

    Omaha, NE
    10 hours ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided...  ...500 company. You will have the opportunity to build your confidence, develop a professional...  ...full-time Financial Representative career, allowing you to: Learn how to... 
    Suggested
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Unavailable

    Omaha, NE
    5 days ago
  •  ...bankers for their Consumer, Small, and Business Banking division in Bellevue, Nebraska. Join a leading financial services employer recognized for career growth opportunities. Enjoy a comprehensive benefits package including health coverage, 401(k), paid time off, and... 
    Suggested

    Quality Talent Group

    Bellevue, NE
    11 hours ago
  •  ...Small, and Business Banking division. Join a top-ranked financial services employer with a commitment to talent development...  ...skills. With a competitive benefits package and career advancement opportunities, this role emphasizes building strong customer relationships... 
    Suggested

    Quality Talent Group

    Waterloo, NE
    5 days ago
  • $26 - $28 per hour

     ...Description: Want to break into financial services? Pacific Life will...  ...Financial Customer Service Representatives in Omaha who don't yet have...  ...people, eager to build a career in financial services, and...  ...paced online program, with opportunities to collaborate with your... 
    Suggested
    Hourly pay
    Contract work
    Work at office
    Flexible hours
    1 day per week

    Pacific Life

    Omaha, NE
    2 days ago
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial...  ...If you're exploring what's next in your career, First Command offers a path to become a...  ...Upon completing licensing, you'll have the opportunity to transition into a paid training role,... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Papillion, NE
    2 days ago
  • $26 - $28 per hour

     ...Overview Pacific Life is hiring Financial Customer Service Representatives in Omaha who do not yet hold FINRA licenses...  ...licensed pay scale. This is an excellent opportunity for people who enjoy helping others and want to build a career in financial services. What You’ll Do... 
    Hourly pay
    Work at office
    1 day per week

    Pacific Asset Management

    Omaha, NE
    5 days ago
  •  ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented...  ...solutions, including investment opportunities, retirement planning, and wealth management...  ...programs and mental health resources Career growth opportunities and ongoing... 

    WealthBridge Financial Group

    Omaha, NE
    4 days ago
  •  ...RIA organization dedicated to helping financial advisors build, scale, and strengthen their...  ...where professionals can grow their careers and make a meaningful impact. What You'...  ...documentation. Relationship Expansion Identify opportunities to deepen existing client relationships... 

    BrokerHunter

    Omaha, NE
    1 day ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help...  ...advisor, you start as a financial representative focused on client‑building and...  ...development throughout your career. That starts with our award‑winning... 
    Work at office

    Unavailable

    Omaha, NE
    4 days ago
  • $45k - $100k

     ...to the volume of applicants. Join a financial services firm where your contributions...  ...the best place to start or build your career. View our Purpose, Inclusion and Citizenship...  ...A compensation package that includes opportunities for commissions, profit sharing and... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Omaha, NE
    1 day ago
  • $50k

     ...unique branch-team business model. One financial advisor and one branch office administrator...  ...package that also includes opportunities for profitability bonuses, profit sharing...  ...the best place to start or build your career. View our Purpose, Inclusion and Citizenship... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Omaha, NE
    3 days ago
  •  ...and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer...  ...is the perfect place to grow your career while making a meaningful impact. We like...  ...Performance Evaluations | Advancement Opportunities | Certification/Professional License Support... 
    Full time
    Temporary work
    Work at office

    Lutz

    Omaha, NE
    5 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided...  ...500 company. You will have the opportunity to build your confidence, develop a professional...  ...full-time Financial Representative career, allowing you to: Learn how to... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Omaha, NE
    9 hours ago
  • $132.03k - $161.37k

     ...to make better and smarter financial decisions and enabling the communities...  ...in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you...  ...expertise. As a U.S. Bank representative in the community the PWA also... 
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Omaha, NE
    4 days ago
  •  ...Northwestern Mutual in Omaha, NE is seeking College Financial Representatives for their internship program. Interns will build...  ...earnings and up to $1000/month in learning incentives, along with opportunities for licensing support and career advancement. #J-18808-Ljbffr... 
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    Omaha, NE
    1 day ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided...  ...500 company. You will have the opportunity to build your confidence, develop a professional...  ...full‑time Financial Representative career, allowing you to: Learn how to... 
    Full time
    Internship
    Local area

    Unavailable

    Bellevue, NE
    1 day ago
  •  ...America, we are guided by a common purpose to help make financial lives better through the power of every connection. We...  ...fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Omaha, NE
    2 days ago
  •  ...Job Description What is the opportunity? The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process...  ...gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate Financial... 
    Full time
    Work experience placement
    Flexible hours

    RBC Capital Markets, LLC

    Omaha, NE
    1 day ago
  • $80k - $90k

     ...America, offers comprehensive wealth‑management and investment services. The Advisor Development Program is a career‑transition opportunity for aspiring Financial Advisors. Responsibilities Develop a book of business to meet and exceed performance hurdles. Prioritize... 
    Interim role
    Shift work
    Day shift

    Bank of America

    Omaha, NE
    1 day ago
  • $20 - $21 per hour

     ...interaction to identify needs and offer financial solutions to help customers...  .... UMB’s branches offer many opportunities to expand your financial education & grow your career within Consumer banking and...  ...range on this listing represents UMB’s good faith and reasonable... 
    Local area
    Flexible hours
    Afternoon shift

    UMB Bank

    Omaha, NE
    3 days ago
  • $29 - $31 per hour

     ...impact. Pacific Life is hiring Licensed Financial Services Representatives in Omaha, NE and Charlotte, NC to...  ...entry points into a long-term career at Pacific Life. Apply now to be considered...  ...Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D... 
    Hourly pay
    Full time
    Contract work
    Work at office
    Immediate start
    Flexible hours
    1 day per week

    Pacific Life

    Omaha, NE
    2 hours ago
  •  ...Nebraska, for a leading bank's Consumer division. This role emphasizes building strong customer relationships and providing tailored financial solutions. Candidates should have at least six months of customer interaction experience. The position offers a comprehensive... 
    Full time
    Part time

    Quality Talent Group

    Ralston, Douglas County, NE
    2 days ago
  •  ...society owned and operated by its members, has been offering financial services and fostering community impact since 1883. Serving nearly...  ...with impactful volunteer projects. With over 1,000 representatives dedicated to its mission, the organization is committed to improving... 
    Full time
    Local area

    Modern Woodmen

    Omaha, NE
    4 days ago
  •  ...hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live...  ..., get well-being support, and career coaching. Rewards & Recognition:...  ...phone position that also offers the opportunity to work extra hours based on the business... 
    Hourly pay
    Full time
    Monday to Friday
    Shift work

    Fidelity Investments

    Carter Lake, IA
    3 days ago
  • $60k - $70k

     ...Overview Outstanding Financial Advisor Opportunity with Local Regional Firm. This Jobot Job is hosted by Shane Bennett. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary $60,000 - $70,000 per year Why join us? Advisory... 
    Permanent employment
    Local area
    Remote work

    Jobot

    Omaha, NE
    2 days ago
  • $50 - $85 per hour

     ...We are seeking a skilled Financial Planner to help individuals and families achieve their financial goals through comprehensive planning...  ..., and vision insurance Paid time off and sick leave Professional development opportunities and certification support #J-18808-Ljbffr... 
    Hourly pay
    Work at office
    Remote work
    Flexible hours

    Sales Match

    Omaha, NE
    4 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help...  ...advisor, you start as a financial representative focused on client‑building and...  ...development throughout your career. That starts with our award‑winning... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Bellevue, NE
    5 days ago
  •  ...with business clients to understand their financial needs and provide tailored lending...  ...commercial lending division, you’ll have the opportunity to drive business growth, develop long-...  ...Professional Development : Opportunities for career growth, training, and development.... 
    Work at office
    Local area
    Flexible hours

    gpac

    Omaha, NE
    5 days ago
  • $17 per hour

     ...Career Opportunities with Mutual First Credit A great place to work. Full-Time; Monday - Friday...  ...Omaha Metro area and our Member Service Representatives are the front line to our members. Is...  ...mindset to assist all of their financial needs, answering all of their questions... 
    Full time
    Monday to Friday

    Mutual First Federal Credit Union

    Omaha, NE
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Representative - Career Changer Opportunity. Be the first to apply!