Associate Financial Representative

Northwestern Mutual - Pittsford, NY

Hiring: Associate Financial Representative Company: Northwestern Mutual Location: Pittsford, NY Job Posted Time: 2026-09-13 11:42:01 Employment Type: Full-time / On-site Target Skills & Keywords : CFP, Financial Planning, Wealth Management About the job Required Skills: •Northwestern Mutual is a leading financial services company providing financial securuty to individuals, families, and businesses. •The Associate Financial Representative is a full-time, on-site role based in Pittsford, NY with Evans Financial. •This position is designed for someone who wants to build a long-term career in financial services and become a key part of a growing team. As the practice continues to grow, the Associate will have the opportunity to take on increasing responsibility, as well as gain LAH and securities licenses, and potentially designations like the CFP. Qualifications: •Bachelor’s degree in finance, economics, business, or a related field, is preferred. •Interest in financial planning, investments, insurance, and wealth management. •Strong analytical, organizational, and time-management skills with excellent attention to detail. •Excellent interpersonal and communication skills and the ability to build strong relationships with clients and team members. •Strong work ethic, ambition, initiative, and willingness to learn. •Coachable mindset and ability to take direction, apply feedback, and continuously improve. •Comfortable working in a regulated environment and willing to pursue relevant licenses, including life insurance and investment securities licenses. •Demonstrated integrity, professionalism, and commitment to delivering an exceptional client experience. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!