6,365 Financial Representative jobs in the United States

Financial Planning Representative.

20022 Washington, District Of Columbia Edward Jones

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If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. For the 25th consecutive year, Edward Jones was named a top company for training. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page . We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. New Financial Advisors Compensation Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Skilled in long-term relationship building Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. At Edward Jones, we are building a place where everyone feels like they belong. Insights & Information Blog Postings about Edward Jones Insights & Information Blog Postings about Edward Jones Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. View our Purpose, Inclusion and Citizenship Report . ¹Fortune 500, published June 2024, data as of December 2023. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #
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Financial Representative Specialist

03833 Exeter, New Hampshire Beth Israel Lahey Health

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Financial Representative Specialist
+ Part Time
+ Exeter, NH 03833 ( Posted 2 months ago
**Exeter Hospital**
Req#14605
**Req#:** 14605
**Part Time,Evening Shift** 2:45pm -10:45pm
Reviews and confirms demographic data collected during the registration process. Reviews daily census and visits in-house patients to provide financial counseling; issues payor denials; assist with outside agencies to ensure coverage; and/or ensure proper document signage prior to patient discharge. Collects co-pays for emergency room patients.
**Requirements:**
+ High School or GED
+ 1 to 3 years experience
+ Experience with Microsoft Office applications
+ Ability to type 35 wpm
**Major Responsibilities:**
1. Monitors in-house census to identify self pay admits from previous day. Visits all self-pay patient admissions to determine payor source; discuss financial arrangements; or advise of payment alternatives for services.
2. Identifies accounts eligible for state or federal aid. Assists in completion of applications for federal; state; local; or in-house financial assistance programs.
3. Verifies number of benefit days available for all Medicare admissions.
4. Works with pre-certification department and utilization review to issue notices of non-coverage for all payors and/or lifetime reserve notices to Medicare beneficiaries.
5. Provides estimates to patients or physicians as requested.
6. Provides updated information on payor source to Utilization Review and Pre-certification Department to ensure proper authorizations and medical reviews.
7. Reviews prior accounts history and identifies outstanding balances; informs the patient and establishes a payment plan. Documents all transactions and updates information using the Patient Accounting System.
8. Follows up with patients for necessary signatures if they were incomplete at the time of emergency room registration or hospitalization.
9. Maintains knowledge and understanding of Medicaid eligibility and Financial Assistance requirements.
10. Collects emergency room co-pays from patients and issues receipts using Patient Accounting System. Confirms accurate demographic information.
Equal Opportunity Employer/Veterans/Disabled
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Financial Representative Specialist

03833 Exeter, New Hampshire Beth Israel Lahey Health

Posted 13 days ago

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Job Description

Financial Representative Specialist
+ Full Time
+ Exeter, NH 03833 ( Posted 6 months ago
**Exeter Hospital**
Req#14260
**Req#:** 14260
**Full Time,Day Shift** Monday thru Friday 7:30-4
Reviews and confirms demographic data collected during the registration process. Reviews daily census and visits in-house patients to provide financial counseling; issues payor denials; assist with outside agencies to ensure coverage; and/or ensure proper document signage prior to patient discharge. Collects co-pays for emergency room patients.
**Requirements:**
+ High School or GED
+ 1 to 3 years experience
+ Experience with Microsoft Office applications
+ Ability to type 35 wpm
**Major Responsibilities:**
1. Monitors in-house census to identify self pay admits from previous day. Visits all self-pay patient admissions to determine payor source; discuss financial arrangements; or advise of payment alternatives for services.
2. Identifies accounts eligible for state or federal aid. Assists in completion of applications for federal; state; local; or in-house financial assistance programs.
3. Verifies number of benefit days available for all Medicare admissions.
4. Works with pre-certification department and utilization review to issue notices of non-coverage for all payors and/or lifetime reserve notices to Medicare beneficiaries.
5. Provides estimates to patients or physicians as requested.
6. Provides updated information on payor source to Utilization Review and Pre-certification Department to ensure proper authorizations and medical reviews.
7. Reviews prior accounts history and identifies outstanding balances; informs the patient and establishes a payment plan. Documents all transactions and updates information using the Patient Accounting System.
8. Follows up with patients for necessary signatures if they were incomplete at the time of emergency room registration or hospitalization.
9. Maintains knowledge and understanding of Medicaid eligibility and Financial Assistance requirements.
10. Collects emergency room co-pays from patients and issues receipts using Patient Accounting System. Confirms accurate demographic information.
Equal Opportunity Employer/Veterans/Disabled
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Financial Representative Specialist

03833 Exeter, New Hampshire Beth Israel Lahey Health

Posted 18 days ago

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Job Description

Financial Representative Specialist
+ Part Time
+ Exeter, NH 03833 ( Posted 2 months ago
**Exeter Hospital**
Req#14618
**Req#:** 14618
**Part Time,Day Shift** 7:30a-3:30
Reviews and confirms demographic data collected during the registration process. Reviews daily census and visits in-house patients to provide financial counseling; issues payor denials; assist with outside agencies to ensure coverage; and/or ensure proper document signage prior to patient discharge. Collects co-pays for emergency room patients.
**Requirements:**
+ High School or GED
+ 1 to 3 years experience
+ Experience with Microsoft Office applications
+ Ability to type 35 wpm
**Major Responsibilities:**
1. Monitors in-house census to identify self pay admits from previous day. Visits all self-pay patient admissions to determine payor source; discuss financial arrangements; or advise of payment alternatives for services.
2. Identifies accounts eligible for state or federal aid. Assists in completion of applications for federal; state; local; or in-house financial assistance programs.
3. Verifies number of benefit days available for all Medicare admissions.
4. Works with pre-certification department and utilization review to issue notices of non-coverage for all payors and/or lifetime reserve notices to Medicare beneficiaries.
5. Provides estimates to patients or physicians as requested.
6. Provides updated information on payor source to Utilization Review and Pre-certification Department to ensure proper authorizations and medical reviews.
7. Reviews prior accounts history and identifies outstanding balances; informs the patient and establishes a payment plan. Documents all transactions and updates information using the Patient Accounting System.
8. Follows up with patients for necessary signatures if they were incomplete at the time of emergency room registration or hospitalization.
9. Maintains knowledge and understanding of Medicaid eligibility and Financial Assistance requirements.
10. Collects emergency room co-pays from patients and issues receipts using Patient Accounting System. Confirms accurate demographic information.
Equal Opportunity Employer/Veterans/Disabled
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Patient Financial Representative-Financial Services

75084 Van Alstyne, Texas CHRISTUS Health

Posted 3 days ago

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Job Description

Description

Summary:

The associate is responsible for the duties and services that are of a support nature to the Revenue Cycle division of CHRISTUS Health. The associate ensures that all processes are performed in a timely and efficient manner. The primary purpose of this Job is to perform tasks that support account resolution and reconciliation of outstanding balances for CHRISTUS Health patient accounts. The Job works in a cooperative team environment to provide value to internal and external customers.

The associate carries out his/her duties by adhering to the highest standards of ethical and moral conduct, acts in the best interest of CHRISTUS Health, and fully supports CHRISTUS Health's Mission, Philosophy, and core values of Dignity, Integrity, Compassion, Excellence and Stewardship.

Responsibilities:

  • Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders.
  • Performs Revenue Cycle functions in a manner that meets or exceeds CHRISTUS Health key performance metrics.
  • Ensures PFS departmental quality and productivity standards are met.
  • Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution.
  • Manages and maintains patient and payor information to facilitate account resolution.
  • Responds to all types of account inquiries through written, verbal or electronic correspondence.
  • Develops and maintains working knowledge of all functions within the Revenue Cycle.
  • Meets or exceeds customer expectations and requirements, and gains customer trust and respect.
  • Compliant with all CHRISTUS Health, payer, and government regulations.
  • Appropriately documents patient accounting host system or other systems utilized by PFS in accordance with policy and procedures.
  • Provide continuous updates and information to the PFS Leadership Team regarding errors, issues, and trends related to activities affecting productivity, reimbursement, payment delays, and/or patient experience.
  • Has professional and effective written and verbal communication.

  • Assembly
  • Completes requests for supporting documentation related to account resolution, audits and other requests and ensures delivery to appropriate party.
  • Perform support services for departmental Associates such as faxing of documents, copying, printing of forms, data entry and reception relief.
  • Performs mail retrieval, sorting, distribution and inter-facility delivery duties for all Business Office Associates.
  • Performs scanning and electronic upload of documents.

  • Cash Posting
  • Ensures all payments are retrieved and posted accurately and timely, post lockbox monies, EFT/ACH monies, credit card payments, and patient payments including JV entries for nonpatient cash.
  • Resolves submitted work queues for missing and/or unapplied cash.
  • Monitor and perform cash reconciliation to identify cash posting errors and ensure all receipts are applied.


  • Customer Service
  • Answers inbound calls to the department in a timely manner, consistent with department and/or industry standards.
  • Collects and provides patient and payor information to facilitate account resolution.
  • Responds to patient and insurance company complaints, correspondence, inquiries, and requests for information.
  • Collects balance owing from third-party payers in accordance with state and federal laws governing collection practices. Ensures that collection efforts are thorough with the overall objective being to collect the outstanding balance in an ethical manner.
  • Complete Attorney requests for billing records and subpoenas.

Job Requirements:

Education/Skills

  • HS Diploma or equivalent years of experience required.
  • Post HS education preferred.

Experience

  • 1-3 years of experience preferred.
  • General hospital A/R accounts knowledge is preferred.
  • College education, previous Insurance Company claims experience and/or health care billing trade school education may be considered in lieu of formal hospital experience.

Licenses, Registrations, or Certifications

  • None required.

Work Type:

Full Time

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Patient Financial Representative-Financial Services

75606 Liberty City, Texas CHRISTUS Health

Posted 11 days ago

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Job Description

Description

Summary:

The associate is responsible for the duties and services that are of a support nature to the Revenue Cycle division of CHRISTUS Health. The associate ensures that all processes are performed in a timely and efficient manner. The primary purpose of this Job is to perform tasks that support account resolution and reconciliation of outstanding balances for CHRISTUS Health patient accounts. The Job works in a cooperative team environment to provide value to internal and external customers.

The associate carries out his/her duties by adhering to the highest standards of ethical and moral conduct, acts in the best interest of CHRISTUS Health, and fully supports CHRISTUS Health's Mission, Philosophy, and core values of Dignity, Integrity, Compassion, Excellence and Stewardship.

Responsibilities:

  • Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders.
  • Performs Revenue Cycle functions in a manner that meets or exceeds CHRISTUS Health key performance metrics.
  • Ensures PFS departmental quality and productivity standards are met.
  • Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution.
  • Manages and maintains patient and payor information to facilitate account resolution.
  • Responds to all types of account inquiries through written, verbal or electronic correspondence.
  • Develops and maintains working knowledge of all functions within the Revenue Cycle.
  • Meets or exceeds customer expectations and requirements, and gains customer trust and respect.
  • Compliant with all CHRISTUS Health, payer, and government regulations.
  • Appropriately documents patient accounting host system or other systems utilized by PFS in accordance with policy and procedures.
  • Provide continuous updates and information to the PFS Leadership Team regarding errors, issues, and trends related to activities affecting productivity, reimbursement, payment delays, and/or patient experience.
  • Has professional and effective written and verbal communication.

  • Assembly
  • Completes requests for supporting documentation related to account resolution, audits and other requests and ensures delivery to appropriate party.
  • Perform support services for departmental Associates such as faxing of documents, copying, printing of forms, data entry and reception relief.
  • Performs mail retrieval, sorting, distribution and inter-facility delivery duties for all Business Office Associates.
  • Performs scanning and electronic upload of documents.

  • Cash Posting
  • Ensures all payments are retrieved and posted accurately and timely, post lockbox monies, EFT/ACH monies, credit card payments, and patient payments including JV entries for nonpatient cash.
  • Resolves submitted work queues for missing and/or unapplied cash.
  • Monitor and perform cash reconciliation to identify cash posting errors and ensure all receipts are applied.


  • Customer Service
  • Answers inbound calls to the department in a timely manner, consistent with department and/or industry standards.
  • Collects and provides patient and payor information to facilitate account resolution.
  • Responds to patient and insurance company complaints, correspondence, inquiries, and requests for information.
  • Collects balance owing from third-party payers in accordance with state and federal laws governing collection practices. Ensures that collection efforts are thorough with the overall objective being to collect the outstanding balance in an ethical manner.
  • Complete Attorney requests for billing records and subpoenas.

Job Requirements:

Education/Skills

  • HS Diploma or equivalent years of experience required.
  • Post HS education preferred.

Experience

  • 1-3 years of experience preferred.
  • General hospital A/R accounts knowledge is preferred.
  • College education, previous Insurance Company claims experience and/or health care billing trade school education may be considered in lieu of formal hospital experience.

Licenses, Registrations, or Certifications

  • None required.

Work Schedule:

MULTIPLE SHIFTS AVAILABLE

Work Type:

Full Time

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Financial Representative - Entry Level

Savannah, Tennessee Northwestern Mutual - Coastal Empire

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Job Description

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

At Northwestern Mutual Coastal Empire, we are driven by a strong commitment to our core values: Commitment to Excellence, Passionate Service, Abundant Growth, Integrity, and Fun . Our mission is to empower both our advisors and clients to achieve their dreams, fostering an environment where success is measured not only in financial growth but also in personal fulfillment. Whether you are transitioning from a different career or looking to expand your horizons, we provide a supportive, co-woman-led firm that offers a three-year development program designed to build the skills, knowledge, and confidence needed to thrive in financial services.

Our culture goes beyond business goalsits about creating meaningful connections, having fun, and giving back to our community. We host quarterly service projects and team member socials that foster a tight-knit, collaborative atmosphere. Additionally, we proudly support several local charities, including Habitat for Humanity, Alexs Lemonade Stand Foundation, First Tee, PACK, and Ronald McDonald House, with donations and events that directly impact those in need.

If youre a highly motivated individual who thrives in a values-driven, growth-oriented environment, Northwestern Mutual Coastal Empire offers the opportunity to transform your career while making a lasting impact on the lives of others.

Our thriving offices are located:
  • 617 Stephenson Avenue, Suite 201, Savannah, GA 31405
  • 20 Market Street, Suite 106, St. Simons Island, GA 31522
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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds 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:

Caroline Dove, Managing Director:
  • How long with NM: 16 years in the industry, 14 with NM (since college).
  • Prior to: Started as an Associate Advisor in college, then moved into Operations, recruiting, and leadership. Promoted to Managing Director in 2023.
  • Passionate about: Caroline values family time with her husband and 1-year-old daughter, exploring Savannahs historic spots. She enjoys golf, travel, and cheering for her SC Gamecocks. A bucket list item is meeting Dolly Parton. Caroline is committed to growing the firm with advisors seeking impact, income, and independence, and is active in Savannahs Women in Finance Group, Emerging Leaders Council, and Estate Planning Council.
Jack Green Jr., Certified Financial Planner:
  • How long with NM: 21 years with NM.
  • Prior to: Started his career with NM immediately after college.
  • Passionate about: Jack is married with four kids (including twins). He enjoys golfing, fishing, skiing, and playing the guitar in his free time.
Adeline Branch, Financial Representative:
  • How long with NM: 3 years.
  • Prior to: Prior to joining NM, Adeline worked at SunTrust Bank (now Truist) as a Medical Client Advisor in their Private Wealth Management division, where she worked exclusively with doctors and their families to address their financial needs, including banking, lending, and investments.
  • Passionate about: Adeline is passionate about her kids and enjoys watching them play sports and compete. A sports enthusiast, shes a fan of the Yankees, Knicks, and Giants. She and her wife also love traveling the country and experiencing new places.
Kirk Farkas, Associate Wealth Management Advisor:
  • How long with NM: 2 years.
  • Prior to: Prior to joining NM, Kirk worked in P&C Insurance and holds a BA in Political Science. The majority of his career was spent in legislation and policy within the Georgia Senate.
  • Passionate about: Kirk is passionate about his faith, spending time with his husband, and preparing for their baby on the way. Hes also a big fan of Georgia football.
Meghan Newell Growth & Development Director, Financial Advisor:
  • How long with NM: 8 years since March 2017.
  • Prior Experience: Owned her own business for 13 years, where she coached women on launching and growing their businesses. She also taught financial classes and guided individuals and couples on how to pay down debt efficiently.
  • Passionate about: Quality family time! Meghan loves spending time with her husband and two sons, especially when theyre hanging out by the pool or out on the boat enjoying the water.
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. Caroline Dove is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

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Financial Representative - Entry Level

Bluffton, South Carolina Northwestern Mutual - Coastal S.C.

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Job Description

Job Description

Job Description

Benefits:

  • Retirement
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

At Northwestern Mutual- Coastal S.C. our mission is to help people define and live out their "why" by delivering a lifetime of financial security and peace of mind. We are a close-knit team of 60 members, including Advisors and Support Staff, 60% of whom represent diverse groups, former military personnel, and former NCAA athletes. We pride ourselves on the quality of our culture, which we measure by our commitment to our core values: courage, commitment, accountability, integrity, and fun.

Our team is deeply passionate about giving back to the community and actively supports organizations such as Be a Mentor, Habitat for Humanity, Leukemia and Lymphoma Society, Beyond Basic, and Alexs Lemonade Stand. In fact, this past season, we partnered with Javonte Graves-Billips and The Citadel, Military College of South Carolina, to raise $5,850 for Alexs Lemonade Stand in the fight against pediatric cancer. Joining our team as a Financial Representative means not only building a fulfilling career but also contributing to a culture that is dedicated to personal and community growth.

Our growing office is located at: 110 Traders Cross Road Suite 229 Bluffton, SC 2991

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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds 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:

Chrys Kanos - Managing Director:
  • How long with NM? 19 years
  • Prior Experience? Chrys was a Northwestern Mutual college intern prior to joining the full-time career.
  • Passionate About? Chrys is passionate about family, global travel and is a proud girl dad! He has built a career helping others achieve their life by design, not by default!
Daniel Harris - Growth and Development Director and Financial Advisor:
  • How long with NM? 5 years
  • Prior Experience? After playing college golf at Newbury College, Danny played professionally on several mini tours and in nationwide tour events. He later transitioned into a tech sales role in Charleston, S.C., gaining experience in software solutions.
  • Passionate About? Danny is passionate about his family and helping clients make strategic financial decisions that will positively impact their lives.
Martim Cohen Growth and Development Director and Financial Advisor:
  • How long with NM? 6 years
  • Prior Experience? Martim was the Revenue Manager for Easton Porter, a hospitality group located in Downtown Charleston, S.C.
  • Passionate About? Martim is passionate about people. He loves hearing about their backgrounds, life stories, goals, and aspirations, and uses finance as a tool to help them achieve those dreams.
Spencer Schulz - Financial Advisor:
  • How long with NM? 6 years
  • Prior Experience? Spencer was a Northwestern Mutual college intern prior to joining the full-time career. He also earned an NCAA Championship for the Rowing team at The University of Washington during his college career.
  • Passionate About? Spencer is passionate about traveling and experiencing different cultures with his wife, Hailey, and their pup, Winnie. He also loves competing in marathons and enjoying great food, delicious wine, and coffee!
Kirsten Bethea - Financial Advisor:
  • How long with NM? 3 years
  • Prior Experience? Prior to Northwestern Mutual, Kirsten taught high school English.
  • Passionate About? Kirsten is passionate about helping people grow, and watching them become confident and excited about their growth. She is passionate about people, generosity, and creating space for fun and laughter both in work and in life!
Tom Perez - Financial Advisor:
  • How long with NM? 5 years
  • Prior Experience? Tom proudly served 28 years in the Navy (active and reserve) and is a veteran of the War in Afghanistan. Following his retirement from the Navy, Tom worked for the Department of Defense and later as a business development consultant for defense industry, prior to joining NM.
  • Passionate About? Tom is passionate about his family and being a good father. He is also passionate about his faith and working within his church to help his community. He is also deeply passionate about fitness and his career, helping his clients achieve their goals and dreams.
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. Chrys Kanos is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

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Financial Representative - Entry Level

Hilton Head Island, South Carolina Northwestern Mutual - Coastal Empire

Posted today

Job Viewed

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Job Description

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

At Northwestern Mutual Coastal Empire, we are driven by a strong commitment to our core values: Commitment to Excellence, Passionate Service, Abundant Growth, Integrity, and Fun . Our mission is to empower both our advisors and clients to achieve their dreams, fostering an environment where success is measured not only in financial growth but also in personal fulfillment. Whether you are transitioning from a different career or looking to expand your horizons, we provide a supportive, co-woman-led firm that offers a three-year development program designed to build the skills, knowledge, and confidence needed to thrive in financial services.

Our culture goes beyond business goalsits about creating meaningful connections, having fun, and giving back to our community. We host quarterly service projects and team member socials that foster a tight-knit, collaborative atmosphere. Additionally, we proudly support several local charities, including Habitat for Humanity, Alexs Lemonade Stand Foundation, First Tee, PACK, and Ronald McDonald House, with donations and events that directly impact those in need.

If youre a highly motivated individual who thrives in a values-driven, growth-oriented environment, Northwestern Mutual Coastal Empire offers the opportunity to transform your career while making a lasting impact on the lives of others.

Our thriving offices are located:
  • 617 Stephenson Avenue, Suite 201, Savannah, GA 31405
  • 20 Market Street, Suite 106, St. Simons Island, GA 31522
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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds 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:

Caroline Dove, Managing Director:
  • How long with NM: 16 years in the industry, 14 with NM (since college).
  • Prior to: Started as an Associate Advisor in college, then moved into Operations, recruiting, and leadership. Promoted to Managing Director in 2023.
  • Passionate about: Caroline values family time with her husband and 1-year-old daughter, exploring Savannahs historic spots. She enjoys golf, travel, and cheering for her SC Gamecocks. A bucket list item is meeting Dolly Parton. Caroline is committed to growing the firm with advisors seeking impact, income, and independence, and is active in Savannahs Women in Finance Group, Emerging Leaders Council, and Estate Planning Council.
Jack Green Jr., Certified Financial Planner:
  • How long with NM: 21 years with NM.
  • Prior to: Started his career with NM immediately after college.
  • Passionate about: Jack is married with four kids (including twins). He enjoys golfing, fishing, skiing, and playing the guitar in his free time.
Adeline Branch, Financial Representative:
  • How long with NM: 3 years.
  • Prior to: Prior to joining NM, Adeline worked at SunTrust Bank (now Truist) as a Medical Client Advisor in their Private Wealth Management division, where she worked exclusively with doctors and their families to address their financial needs, including banking, lending, and investments.
  • Passionate about: Adeline is passionate about her kids and enjoys watching them play sports and compete. A sports enthusiast, shes a fan of the Yankees, Knicks, and Giants. She and her wife also love traveling the country and experiencing new places.
Kirk Farkas, Associate Wealth Management Advisor:
  • How long with NM: 2 years.
  • Prior to: Prior to joining NM, Kirk worked in P&C Insurance and holds a BA in Political Science. The majority of his career was spent in legislation and policy within the Georgia Senate.
  • Passionate about: Kirk is passionate about his faith, spending time with his husband, and preparing for their baby on the way. Hes also a big fan of Georgia football.
Meghan Newell Growth & Development Director, Financial Advisor:
  • How long with NM: 8 years since March 2017.
  • Prior Experience: Owned her own business for 13 years, where she coached women on launching and growing their businesses. She also taught financial classes and guided individuals and couples on how to pay down debt efficiently.
  • Passionate about: Quality family time! Meghan loves spending time with her husband and two sons, especially when theyre hanging out by the pool or out on the boat enjoying the water.
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. Caroline Dove is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

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