Associate Financial Representative

Interview Advice

Hello,

I recently applied for a position for an associate financial representative. I don’t have any experience in the industry, however, I have a very expensive background in administrative work and customer service.

I did a brief phone interview and then I did a Zoom interview. Now they want to bring me in to meet with the person that I would be working alongside. I would essentially be the right hand to one of the private wealth advisors.

I have seen so many bad things about Northwestern Mutual (the company is a private client group of NWM), but none of the things people have mentioned here were brought up to me. No one said anything about having to make cold calls, recruiting friends or family, etc. It seems like that is the job of the PWA.

They want me to meet in person and meet some of the employees and the person that I would be working with, so of course I did some googling, which is what brought me here… in a slight panic after reading so many awful things! The two people that I talk to on the Zoom interview seemed… totally normal.

Does anyone have any experience as an Associate Financial Representative?

Posted Mar 12, 2025, 8:06 PM UTC

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