Entry Level Financial Representative Jobs
New grad financial representative jobs welcome recent graduates and entry level candidates with zero to two years of experience, where a strong internship background or demonstrated client-facing skills can matter more than a long resume. Most openings are on-site roles across Insurance, Banking & Financial Services, and Healthcare & Medical Services, with employers like Northwestern Mutual, Citizens Business Bank, and First National Bank Texas hiring at this level now.
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Showing 5 of 179+ Entry Level Financial Representative jobs
Overview:
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities:
Our internship program mimics our full-time Financial Representative career, allowing you to:
- Learn how to prospect and network to build your business and client base
- Develop and execute on a business strategy
- Call on potential clients and set meetings to understand their financial goals
- Prepare plans and offer useful recommendations
- Gain exposure to proprietary planning software platforms
- Engage in weekly coaching, training, and development meetings
- Receive Risk Product State Licensing: Life, Accident, and Health
- Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP®. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
Qualifications
Are you a fit for this internship?
- Full-time student; juniors and seniors preferred
- Entrepreneurial ambitions and curiosity for sales
- Highly involved on campus (leader, athlete, campus orgs, student government, etc)
- Excellent time-management skills
- Interest in financial literacy and planning tools
- Business savvy and desire to increase critical thinking abilities
Compensation & Benefits:
- Performance-based earnings and revenue
- Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
- Productivity Bonuses
- Support for insurance licensing (life, health, DI, LTC)
- Support for SIE, Series 6, Series 63 registrations (eligibility required)
About us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
- Fortune 500 company (2023)
- Top 100 Internship Programs, Yello x WayUp (2022)
- 5.0+ million clients and growing
- $257 billion retail investment client assets held or managed by Northwestern Mutual
- Forbes' Best Employers for Diversity (2018-2021)
- Unsurpassed financial strength
- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2 As of June 30, 2023
3 Combined client assets of NMIS and NMWMC as of June 30, 2023
4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range: USD $500.00 - USD $1,000.00 /Yr.
Overview:
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities:
Our internship program mimics our full-time Financial Representative career, allowing you to:
- Learn how to prospect and network to build your business and client base
- Develop and execute on a business strategy
- Call on potential clients and set meetings to understand their financial goals
- Prepare plans and offer useful recommendations
- Gain exposure to proprietary planning software platforms
- Engage in weekly coaching, training, and development meetings
- Receive Risk Product State Licensing: Life, Accident, and Health
- Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP®. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
Qualifications
Are you a fit for this internship?
- Full-time student; juniors and seniors preferred
- Entrepreneurial ambitions and curiosity for sales
- Highly involved on campus (leader, athlete, campus orgs, student government, etc)
- Excellent time-management skills
- Interest in financial literacy and planning tools
- Business savvy and desire to increase critical thinking abilities
Compensation & Benefits:
- Performance-based earnings and revenue
- Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
- Productivity Bonuses
- Support for insurance licensing (life, health, DI, LTC)
- Support for SIE, Series 6, Series 63 registrations (eligibility required)
About us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
- Fortune 500 company (2023)
- Top 100 Internship Programs, Yello x WayUp (2022)
- 5.0+ million clients and growing
- $257 billion retail investment client assets held or managed by Northwestern Mutual
- Forbes' Best Employers for Diversity (2018-2021)
- Unsurpassed financial strength
- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2 As of June 30, 2023
3 Combined client assets of NMIS and NMWMC as of June 30, 2023
4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range: USD $500.00 - USD $1,000.00 /Yr.
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Find JobsEntry Level Financial Representative Job Market
Who's Hiring
- Northwestern Mutual163
- Citizens Business Bank2
- First National Bank Texas2
- South Carolina Federal Credit Union2
- TTEC1
Top Industries Hiring
- Insurance165
- Banking & Financial Services5
- Healthcare & Medical Services3
- Human Resources1
- Technology & Software1
Entry Level Financial Representative Jobs: Frequently Asked Questions
How do I get an entry level financial representative job?
Employers at this level look for candidates with a relevant degree in finance, business, or economics, along with any internship or client-facing experience you can point to. Licensing readiness matters too: many postings expect you to hold or be actively pursuing a Series 6, Series 63, or Life and Health license. A clear explanation of why you want to work with clients on their financial goals will set you apart in interviews.
Which companies hire entry level financial representatives?
Companies hiring entry level financial representatives right now include Northwestern Mutual, Citizens Business Bank, and First National Bank Texas, based on current listings on Migrate Mate as of July 2026. The hiring mix at this level tends to include insurance carriers, regional banks, credit unions, and independent wealth management firms actively building out their junior advisor pipelines.
Are there remote entry level financial representative jobs?
Yes, though most entry level roles in this field are still on-site or hybrid because client relationship building is central to the work. About 2% of entry level financial representative openings are remote or hybrid as of July 2026, so options exist if flexibility is a priority, but on-site positions remain the larger share of the market at this experience level.
Are these new grad financial representative jobs?
Yes, these listings include new grad, recent graduate, and junior financial representative roles. A posting is new-grad friendly when it explicitly welcomes zero to two years of experience, counts internships or campus work toward requirements, or accepts an active pursuit of licensing in place of prior professional credentials. If a role lists a degree with no minimum years of experience, it is typically open to new grads.
Which industries hire the most entry level financial representatives?
Entry Level financial representative roles concentrate in Insurance, Banking & Financial Services, and Healthcare & Medical Services, based on current listings on Migrate Mate as of July 2026. These sectors drive hiring at this level because their business models depend on a steady pipeline of client-facing representatives who can be trained, licensed, and developed into longer-term advisors over time.