Entry-Level Financial Advisor (Career Changer Track)

Vivid Advisory; New York (NY); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

License sponsorship

Award-winning training

Health and retirement benefits

Job summary

A wealth management firm in New York is seeking an Entry-Level Financial Advisor to build financial strategies and serve successful professionals. Candidates should have a background in sales or related fields and a passion for driving impact. This position offers extensive mentorship, license sponsorship, and a lucrative compensation plan averaging $90K-$110K in the first year. Health and retirement benefits are provided, along with opportunities for career advancement.

Qualifications

• Successful career experience in sales, business, law, healthcare, or education.
• Desire for ownership and impact in your career.
• Strong communication and networking skills.

Responsibilities

• Meet with clients to build financial strategies.
• Contribute to community-focused mission and events.
• Receive hands-on coaching from experienced mentors.

Skills

Sales experience

Relationship building

Coachability

Competitiveness

Job description

Entry-Level Financial Advisor (Career Changer Track)

Entry-Level Financial Advisor (Career Changer Track)

At Northwestern Mutual – Harlem (The Abbass Agency), in partnership with boutique wealth firm Vivid Advisory, we’re hiring motivated career-changers who are ready to take their skills to the next level and build long-term success as a Financial Advisor

You’ve built success in your current field—but something’s missing. You want ownership. Impact. A career that rewards your work ethic and lets you grow without limits.

This Might Be a Fit If:

• You’ve had success in your current career (sales, business, law, healthcare, education, military, etc.)
• You’re coachable, competitive, and connect easily with people
• You want to build real relationships with high-performing professionals
• You’re ready to trade "safe and stable" for "ownership and growth"

Who We Work With:

• We specialize in serving successful professionals—lawyers, doctors, business owners, and executives across New York and the U.S

What Makes This Different:

• You’ll be part of a high-performing, collaborative team that’s deeply rooted in Harlem and NYC. We host events to empower our communities through wellness, financial literacy, and business-building.

Learn from the best.

• You’ll be mentored by a CERTIFIED FINANCIAL PLANNER who manages $30M+ in client assets and leads a top-performing team with nearly 1,000 clients.

Real training. Real results.

• You’ll receive hands-on coaching and support from experts who’ve actually built their own books of business.

What You’ll Actually Do:

• Meet with real clients (no cold calling from a phone book)
• Build financial strategies for investments, insurance, and legacy planning
• Serve professionals and families with real-life goals
• Contribute to our community-focused mission and events

What You’ll Receive:

• License sponsorship (Life/Health, SIE, Series 7, 63)
• Award-winning training + personal mentorship
• Startup capital + commissions (avg $90–110K Year 1)
• Health and retirement benefits
• Long-term career paths: Partner, Managing Director, or Advisor Leader

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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