Entry-Level Financial Advisor: Start Your Impact

Northwestern Mutual; Town of Florida (NY); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Professional development

No cap on earnings

Mentorship

Work-life balance

Community impact

Job summary

Northwestern Mutual is seeking a Financial Representative to build relationships, assess client needs, and deliver tailored insurance and financial planning solutions. You will work with a team to provide ongoing guidance, retirement planning, and wealth protection for individuals and families.

The role emphasizes training and sponsorship opportunities, professional development, and a flexible path toward advancement within a supportive, client-focused culture.

Qualifications

• Bachelor's degree strongly preferred.
• Experience in financial services or sales is helpful but not required.
• Licenses such as Series 6, 63, and state insurance licenses are required or sponsorship available.

Responsibilities

• Meet with clients to understand financial goals and risk tolerance.
• Develop comprehensive financial plans including investments, insurance, and retirement strategies.
• Present and implement tailored recommendations for individuals and families.
• Maintain ongoing client relationships with regular reviews and updates.
• Collaborate with planning team and mentors to deliver superior service.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Rapport building

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking a Financial Representative to build relationships, assess client needs, and deliver tailored insurance and financial planning solutions. You will work with a team to provide ongoing guidance, retirement planning, and wealth protection for individuals and families.

The role emphasizes training and sponsorship opportunities, professional development, and a flexible path toward advancement within a supportive, client-focused culture.