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Financial Representative

Northwestern Mutual

Role Description This is a full‑time on‑site role as a Financial Representative in Houston. The role involves providing personalized financial planning, insurance, retirement planning, and investment services to clients. Financial representatives work closely with clients to help them achieve their financial goals and secure their futures. Qualifications Financial Planning, Retirement Planning, People Leadership and Finance skills Insurance expertise Knowledge of Investments Strong analytical and problem‑solving abilities Effective communication and interpersonal skills Bachelor's degree in Finance, Economics, Business, or related field are a plus Professional certifications such as CFP, CFA, or Series 7 are a plus #J-18808-Ljbffr

Vacancy posted 1 day ago
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