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    Financial Advisor - New York, United States - Northwestern Mutual

    Northwestern Mutual
    Northwestern Mutual New York, United States

    1 week ago

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    Description

    Financial Advisor/Wealth Management Advisor – Northwestern Mutual:

    Managing Director's Unit

    Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan offices. Reporting to the Managing Director of the New York office, this is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates from the financial sector and career-changers.

    As a Financial Advisor, you will prospect for clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients.

    Specific responsibilities include:

    • Business development: establishing relationships with new clients through leads, referrals, and calls
    • Meeting with clients to discuss their individual financial circumstances and what products and services best suit their financial goals
    • Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals
    • Day-to-day client relationship management, financial advisory, and handling of annual renewals

    Qualifications:

    • Bachelor's degree
    • Prior experience in a client-facing role (includes sales, client/investor relations, customer service, etc.)
    • Excellent communication and interpersonal skills
    • General knowledge and interest in the Financial Services sector
    • Entrepreneurial mindset

    Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential.

    Whether you are early in your career and want to embark on a career in Financial Services, or are an experienced candidate seeking a career change or a new challenge, this is an excellent opportunity to thrive in the world of risk management, investments, and wealth management. Our award-winning training program provides you with everything you need to know to succeed in this career, so no prior Financial Advisor experience is needed.

    This position starts out as onsite at our Midtown Manhattan offices, Monday – Friday, regular business hours. Must live within commuting distance of our office or be able to relocate to the NYC metro area prior to start.

    Compensation is a combination of commissions, stipends, and bonuses. Average first-year Financial Advisor compensation for this office is $82,000 - $113,000.

    Benefits: Medical, Dental, Vision, and pension.

    About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for over 160 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 company with over $250 billion in client assets under management and $28 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

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