Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; New York (NY); On-site; USD 137,000 - 618,000; Full time

Benefits offered by this job

Bonus programs

Renewable income

Licensing sponsorship

Retirement package

Insurance package

Job summary

Northwestern Mutual in NYC seeks motivated Financial Advisors to develop client relationships and provide ongoing guidance across a diverse portfolio including planning, investments, and wealth management for high-net-worth clients.

You will work with an experienced team and receive hand-on coaching, training, and support from leadership to build a successful practice and growth trajectory.

Qualifications

• Bachelor's degree preferred; successful career changers are encouraged to apply.
• Analytical thinking to assess client needs and tailor financial solutions.
• Excellent verbal and written communication skills.
• Effective sales, presentation, and customer service abilities.
• Good organization and time management; strong interpersonal skills.

Responsibilities

• Develop new client relationships and provide ongoing guidance across financial solutions.
• Serve as primary contact for clients with access to a specialist team and support.
• Build a practice through training, coaching, and hands-on mentorship.
• Engage with high-net-worth clients in financial planning, investments, and insurance.

Skills

Analytical thinking

Verbal & written communication

Sales & presentation

Customer service

Organization & time management

Interpersonal skills

Education

Bachelor's degree preferred

Job description

Northwestern Mutual in NYC seeks motivated Financial Advisors to develop client relationships and provide ongoing guidance across a diverse portfolio including planning, investments, and wealth management for high-net-worth clients.

You will work with an experienced team and receive hand-on coaching, training, and support from leadership to build a successful practice and growth trajectory.