Financial Advisor

Northwestern Mutual – NYC; New York (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Top‑Ranked Training Program

Competitive Benefits Package

Personalized Mentorship from Top Advisors

Unlimited Earning Potential

Job summary

Northwestern Mutual – NYC is seeking a Financial Representative to build long-lasting client relationships and offer comprehensive financial planning services. You will receive unparalleled training, mentoring, and support to help clients achieve their financial goals through tailored solutions.

The ideal candidate will have a Bachelor’s degree and 2 years of client-facing experience, demonstrating strong interpersonal skills and a capacity for building effective networks. This role offers unlimited earning potential and competitive benefits.

Qualifications

• Strong interpersonal and networking skills.
• Self-starter and highly motivated.
• 2 years of client-facing experience.

Responsibilities

• Offer personalized solutions for client financial goals.
• Provide needs-based analysis for managing financial risk.
• Create a referral-based practice to build clientele.

Skills

Interpersonal skills

Networking skills

Self-starter

Client-facing experience

Achievement-driven

Education

Bachelor’s degree from a four-year institution

Job description

Job Description

As a Financial Representative you will build long‑lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. You will receive training, mentoring and access to resources and specialists who support you in providing:

• Comprehensive Financial Planning
• Personal Planning Analysis
• Asset & Income Protection
• Education Funding
• Investment & Advisory Services
• Trust Services
• Retirement Solutions
• Business Needs Analysis
• Employee & Executive Benefits

Responsibilities

• Offer a personalized approach to customized solutions tailored to each client’s long‑term financial goals and objectives.
• Provide needs‑based analysis to help ensure the client’s needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long‑term care insurance, annuities and investments.
• Create a referral‑based practice to build your clientele.

Benefits

• Top‑Ranked Training Program
• Competitive Benefits Package
• Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC)
• Personalized Mentorship from Top Advisors and Industry Leaders
• Unlimited Earning Potential

Qualifications

• Bachelor’s degree from a four‑year institution
• Strong interpersonal and networking skills
• Self‑starter and highly motivated
• 2 years of client‑facing experience
• History of high achievement demonstrated by rapid growth and consistent, measurable results
• Track record of outperforming peers
• Ability to develop lasting, meaningful relationships and influence others

EEO Statement

All your information will be kept confidential according to EEO guidelines.