Associate Financial Representative

Job Description

An established Northwestern Mutual Financial Advisor is looking for a highly organized, motivated, and relationship-driven Associate Financial Representative (AFR) to support daily operations and client service. This role is ideal for an entry-level candidate or someone with 1–2 years of experience in finance, administrative support, or client service that thrives in a structured, fast-moving environment, enjoys building efficient systems, and values playing a key support role in financial planning and client relationships. On-site is preferred, with potential for partial remote flexibility as proficiency grows.

Ideal Start Date: April 2026 (flexible for the right candidate)

Why Northwestern Mutual & Why This Career Matters:

Northwestern Mutual is a nationally recognized leader in financial planning, known for its long-term stability and client-first approach. Working within an advisor’s practice means being part of the team that helps individuals and families feel more secure about their financial future. As the AFR, the work you do behind the scenes preparing for meetings, organizing financial plans, coordinating with planning teams, and supporting client needs -directly impacts the advisor’s ability to provide meaningful guidance. You become an essential part of the client experience and the overall success of the practice.

Responsibilities:

Client & Advisor Support (60%)

• Conduct high volume outbound calls to prospective clients
• Reconnect with existing clients to schedule follow up appointments
• Prepare client meeting materials, summaries, and reports
• Assist with gathering and organizing client data for appointments

Operational & Planning Coordination (30%)

• Work directly with internal financial planning teams to support plan updates, case prep, and data organization
• Maintain CRM accuracy, service requests, and compliance documentation
• Track follow-ups, pipeline movement, deadlines, and outstanding requirements
• Help build structure and streamline office processes

New Business & Underwriting (10%)

• Submit new business applications (life, disability, and planning cases)
• Communicate with underwriting, monitor case progress, and manage requirements
• Document case notes, updates, and client interactions in real time

What We’re Looking For:

• Prior administrative, operations, or client-service experience (financial services a plus)
• Strong verbal and written communication skills
• Highly organized with excellent attention to detail
• Proactive mindset with the ability to anticipate needs and manage multiple priorities
• Tech-savvy: familiar with CRM systems, Microsoft Office, and scheduling tools
• Athletic backgrounds a plus (discipline, competitiveness, strong work ethic)

Licensing

• NYS Life & Health license preferred--Must obtain within 6 months of hire if not currently licensed (support is provided)
• We fully sponsor all licensing exams, including the New York State Life, Accident & Health (LAH), SIE, Series 6/7, and Series 63

Compensation

• $50,000–$60,000 salary, depending on experience

Job Type: Full-time

Work Location: In-person (financial district, 10004)

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Vision insurance

Work Location: In person