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    Wealth Management Associate - New York, United States - Northwestern Mutual

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    Accounting / Finance
    Description

    Wealth Management Advisor Track | The Tri-Harbor Financial Group - NYC

    Through a distinctive and holistic planning approach, Northwestern Mutual Financial Advisors/ Wealth Management Advisors empower clients to make the most of every single day and plan for important moments in their future. They combine licensed expertise with a personalized digital experience to help clients navigate their financial lives through a wide range of financial planning services.

    Our advisors help clients pursue their financial goals by serving as a sounding board and accountability partner, and periodically adapt the plan to keep up with client's changing circumstances. And with more than half of Americans believing their financial planning has gaps, a career with Northwestern Mutual provides abundant opportunities to contribute towards meeting those needs.

    You'll partner with clients by creating personalized financial plans that address a broad set of client objectives. Through our industry-leading solutions, you'll help them protect what they've worked so hard to achieve while also growing their assets for the future.

    Desired Skills and Experience:

    · Bachelor's degree and/or career changer

    · Analytical thinking skills and the ability to assess client needs

    · Excellent verbal and written communication skills

    · Effective sales, presentation, and customer service skills

    · Good organization and time management skills

    · Strong interpersonal skills

    We want individuals with different backgrounds and work experience, including but not limited to:

    · Financial management, investments, insurance, and financial services

    · Executive leadership

    · Sales, business development, or relationship management

    · Former athletes

    · Military background

    A career with Northwestern Mutual not only provides outstanding income potential but will provide you with the opportunity to impact the lives of others in a professional setting that emphasizes and values relationships and integrity.

    Additionally, Northwestern Mutual is committed to offering its Financial and Wealth Management Advisors a comprehensive compensation and benefits program which includes:

    · Exceptional Income Potential

    · Leadership and Director Level Opportunities

    · Sponsorship of Licensing/Credentialing (Series 6/7, 63, SIE, Life Accident and Health, CFP, CFA, CLU, ChFC, RICP and others)

    · Development Stipends

    · Expense Allowances

    · Renewals/ Residual Income

    · Comprehensive Medical Coverage

    · Retirement Package; Pension Plan

    · Group Life and Disability Insurance

    Devotion to its policy owners has led Northwestern Mutual through nearly 165 years of industry success with accolades including:

    · #97 on Fortune 500

    · Fortune's 2022 "World's Most Admired Companies"

    · Top 10 U.S Independent Broker-Dealer by Financial Planning Magazine

    · Top 125 Companies for Training & Development

    · Named one of the "50 Best Places to Launch a Career" by Business Week Magazine

    Northwestern Mutual has always received the highest possible financial strength ratings from the four major ratings agencies with total company assets of $335 billion:

    · Moody's Investors Service: AAA

    · A.M. Best Company: A++

    · Fitch Ratings: AAA

    · S&P Global Ratings: AA+

    Compensation is 100% commission. In addition, you may become eligible for the following benefits:

    · Commission structure to support early development

    · Bonus Programs and Production Allowance

    · Sponsorship for insurance licensing, SIE, Series 6, Series 63, CFP

    · Retirement Package and Pension Plan

    · Medical, Dental, Vision, Life Insurance, Disability Income Insurance and Family Planning


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