Entry Level Wealth Manager

Northwestern Mutual; New York (NY); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Renewable income

Bonus programs

Medical, Dental, Vision Insurance

Retirement Package and Pension Plan

Family Planning

Job summary

A leading financial services company in New York is seeking a Financial Advisor to help clients with personalized financial planning. Responsibilities include building clientele, educating clients, and managing financial plans. Ideal candidates will have a degree or relevant experience and a strong sales background. This position offers a base pay range of $80,000 to $100,000 annually, plus commission and various benefits.

Qualifications

• History of success in sales, athletics, military or client-facing roles.
• Desire for continuous learning.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Build a client base by growing relationships with your network.
• Educate yourself and clients using financial tools and reporting.
• Drive clients to action through expert influence.
• Manage the business and maintain client financial plans.

Skills

Sales Experience

Client Relationship Management

Continuous Learning

Education

4-year degree or equivalent professional work experience

Job description

Overview

Financial Advisors at Northwestern Mutual’s Midtown NYC Office help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day.

Base pay range: $80,000.00/yr - $100,000.00/yr

Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:

Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis

Responsibilities

• Build — Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
• Educate — Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
• Influence — Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
• Own — Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

Compensation and benefits

Pay structure is mostly commission based but includes:

• Renewable income
• Bonus programs and expense allowances
• Support for insurance licensing, SIE, Series 6, Series63, CFP, and more
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance
• Family Planning

Qualifications

• 4-year degree; or equivalent professional work experience
• History of success in sales, athletics, military, client services, or client-facing roles
• Desire for continuous learning
• Legal authorization to work in the US without sponsorship

About Northwestern Mutual

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Planners are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different view points bring new successes!

Forbes' Best Employers for Diversity (2018-2020)

#1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness

Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

$224 billion3 (retail investment client assets held or managed)

1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021.

2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

3 Combined client assets of NMIS and NMWMC as of June 30, 2021

Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Sales and Finance

Are you ready to change your life and the lives of your clients? Apply now!