Client Advisor - Competitive Drive Wanted

Northwestern Mutual; Princeton (NJ); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual – Princeton is seeking a results‑driven Financial Advisor to help clients plan for protection, retirement and wealth goals. You will assess needs, design personalized strategies, and implement solutions while building lasting relationships.

Ideal candidates have a Bachelor’s in finance or business, strong interpersonal skills, and the ability to work with a high‑performing team. A flexible schedule and advancement opportunities are highlighted in this role.

Qualifications

• Bachelor's degree in finance, business, or a related discipline.
• Excellent interpersonal and communication abilities and ability to build lasting client relationships.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide personalized guidance.
• Design and implement tailored strategies to protect assets and meet long-term financial goals.
• Regularly review and update clients' financial plans and insurance policies; cultivate referrals and network.

Skills

Interpersonal skills

Communication skills

Client relationship building

Organizational skills

Education

Bachelor's degree in finance or business

Job description

Benefits:

• Retirement


• Bonus based on performance


• Company parties


• Dental insurance


• Flexible schedule


• Health insurance


• Opportunity for advancement


• Training & development


• Vision insurance

Join the Winning Team at Northwestern Mutual - Princeton!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Princeton!

Why Current and Former Athletes Could Thrive Here:

We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us:

1. Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.


2. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.


3. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal‑oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.


4. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high‑level productivity.


5. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

Our thriving office is located at:

202 Carnegie Center Drive 2nd, floor, suite 201, Princeton, NJ 08540

Meet some of our local team:

Mikayla Rafferty – Talent Acquisition Manager:

• Time with NM: 7 years.


• Prior Experience: Previously worked in the private golf and country club industry as a Membership Sales Director.


• Passionate About: Mikayla is currently planning her wedding with her fiancé, Lucas. An avid soccer player in a local women’s league, she also enjoys frequent trips to Florida to visit her parents.


• Follow this link to learn more about Mikayla: https://www.linkedin.com/in/mikayla-rafferty-82aa72139/

Jesse May – Managing Director:

• Time with NM: 25 years.


• Prior Experience: Married to his high school sweetheart, Melissa, Jesse has built his life around strong family values. His daughter works alongside him in the office as his Director of Operations and Associate Financial Representative.


• Passionate About: Jesse is a devoted family man with four children. He enjoys fine wines, hosting bonfires at his home, and is always ready to share a fun fact. Follow this link to learn more about Jesse: https://www.linkedin.com/in/jesse-may-30480442/

Nick DeLorenzo – Growth and Development Director:

• Time with NM: 17 years.


• Prior Experience: Before joining NM, Nick trained as a bodybuilder and worked in sales and personal training at his local gym.


• Passionate About: A proud father to his daughter, Nick’s favorite activity is coaching her flag football club team, which he led to a championship victory last year.


• Follow this link to learn more about Nick: https://www.linkedin.com/in/nicolasdelorenzo/

Ben Kraml – Growth and Development Director:

• Time with NM: 8 years.


• Prior Experience: Ben joined NM shortly after earning his BA in Finance and Economics from Rider University.


• Passionate About: Ben is a devoted husband to his high school sweetheart, Nicole. They welcomed their first child, a baby girl, in Fall 2025. A passionate New Jersey Devils fan and season ticket holder, Ben rarely misses a home game.


• Follow this link to learn more about Ben: https://www.linkedin.com/in/benjaminkraml/

Key Responsibilities:

As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients’ assets, income, and overall financial well‑being, ensuring their long‑term security. Regularly reviewing and updating clients’ financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Qualifications:

We prefer candidates with a bachelor's degree in finance, business, or a related discipline. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Benefits:

You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including a new advisor bonus structure, three year enhancements and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jesse May is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.