Career with Northwestern Mutual in Charlotte

Our mission at the Charlotte network office is to attract and develop high quality, motivated individuals who are committed to building an integrated Northwestern Mutual financial practice and who are dedicated to serving their clients and communities. Our vision is to become the preeminent financial office across the markets we serve by delivering comprehensive strategies, solutions, and services accessible exclusively through Northwestern Mutual.

As a financial representative, you will provide expert guidance and innovative solutions to help meet clients’ financial goals and objectives at every life stage. You offer exclusive access to insurance products from the Northwestern Mutual Life Insurance Company, as well as an array of quality financial products and services available through the Network subsidiaries and affiliates. We understand that it is challenging to be an expert in all financial matters and that’s why we provide you and your clients with access to a nationwide network of representatives, advisors, and specialists who will work with you to provide a full range of services.

Our financial representatives receive a full week of extensive industry and sales training in our Charlotte office. In addition, you are assigned a mentor and encouraged to participate in joint work programs for additional hands-on experience and training. You will have access to on-line education resources for polishing skills and keeping up to date on industry information, professional coaches, as well as opportunities for ongoing career education and advanced designations to increase your knowledge and reputation.

If you are looking for a career change and are ready to be your own boss, be compensated for your hard work, determination, commitment, energy, and drive, and make a positive impact on people’s lives everyday then turn your dreams into reality and contact Richard Worrell at (704) 365-2014 to learn more about this amazing career opportunity.

Diversity is extremely important to our office. Please check out all of our information in Spanish, if English is not your first language.

Careers for Military Veterans

ESGR - Employer Support of the Guard and ReserveYour service to our country requires dedication and commitment – qualities we value at Northwestern Mutual. We know these values will help you succeed in a career as a financial representative. You can have a lasting impact on people’s lives by helping them achieve financial security. 

With local offices throughout the United States, you have the ability to begin your career close to your hometown, near your military base or in a specific area of the country in which you choose to relocate after your military service is complete.

A career as a financial representative will allow you to:

  • Achieve your post-military personal, professional and financial goals for you and your family.
  • Realize your potential, which is virtually as unlimited as your energy, commitment and drive.
  • Have the freedom to manage your own schedule and build your own practice.
  • See how your hard work and determination are not only recognized, but rewarded.

Joining the Northwestern Mutual team allows you:

  • The chance to work for a company that has been helping clients achieve financial security for nearly 160 years – one with strength, values and a commitment to diversity and inclusion.
  • To feel good being part of a company that prides itself on giving back to the community.

Learn how Managing Partner Richard Worrell's leadership experience in the military positioned him for success as a financial representative and managing partner at Northwestern Mutual.

LEAD Program
Through the LEAD (Leadership through Education, Achievement & Development) Program you have access to an exclusive training curriculum that will help you develop the skills needed to take your career to the next level.

According to Managing Partner, Richard Worrell, "The vision for our program was to create a culture of leading by example, thus taking real and psychic ownership of our network office organization. We have done this by forging strong relationships with like-minded peers who share similar ambitions and challenge themselves and others to excel as frontline leaders."

 Whitney R Davis

Whitney R Davis

Recruiting Coordinator
Office 704-365-2014

6235 Morrison Blvd, Charlotte, NC 28211

 Abby Grainger

Abby Grainger

Director of Selection
Office 336-725-0159

My Networks: LinkedIn

290 Charlois Blvd, Winston Salem, NC 27103

 Claire W Bray

Claire W Bray

Executive Director of Recruitment
Mobile 864-414-2253

501 E McBee Ave Greenville, SC 29601-2942

 Erin Michalewicz

Erin Michalewicz

Director of Recruitment and Development
Mobile 843-806-9359

235 Magrath Darby Blvd, Suite 120, Mount Pleasant, SC 29464

 Jennifer Marlowe

Jennifer Marlowe

Mobile 727-744-0352

My Networks: LinkedIn Facebook

4 Vanderbilt Park Dr, Suite 350, Asheville, NC 28803

 Justin Matthew Williams

Justin Matthew Williams

Office 803-254-0133
Mobile 803-381-8382

1901 Bull St, Columbia, SC 29201


Kaitlyn E Gates

Director of Campus Selection
Office 704-365-2014

6235 Morrison Blvd, Charlotte, NC 28211


Oladele M Ohonme
Office 704-365-2014


As a financial representative intern, you'll get real-world job experience as you discover a career with flexibility and rewards.

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Looking for a supportive team atmosphere that will provide guidance and mentorship? Do you not just want an internship, but one where you can truly make an impact on others? Need one that works around your school schedule?

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#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 22 Straight Years

- Vault Guide to Internships, 2018 edition

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck