Financial Advisor (Seeking Career Changers - Training Provided)

AMG Wealth Management; Melville (NY); On-site; USD 55,000 - 200,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their team of Financial Professionals. This role is perfect for career changers and recent graduates eager to dive into finance. You will receive hands-on training while working closely with experienced advisors to develop a clientele and understand financial goals. With opportunities in insurance planning, asset management, and client development, this position offers a supportive environment for growth and success. If you're ready to embark on a rewarding career path in finance, this is the opportunity for you.

Benefits

Comprehensive Medical, Dental, and Vision coverage

Two company-funded retirement accounts

Group Life Insurance

Disability Income Insurance

Sponsorship for licensing and designations

Qualifications

• Bachelor's Degree preferred with a strong entrepreneurial spirit.
• Success in previous careers such as sales or business development.

Responsibilities

• Provide expert guidance for comprehensive financial planning.
• Build and maintain client relationships while developing tailored solutions.

Skills

Sales

Networking

Financial Planning

Client Relationship Management

Education

Bachelor's Degree

Job description

Financial Advisor (Seeking Career Changers - Training Provided)

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AMG Wealth Management provided pay range

This range is provided by AMG Wealth Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$55,000.00/yr - $200,000.00/yr

Additional compensation types

Annual Bonus, Commission, and Sign-on bonus

**This role is based in our Melville, NY office - only apply if you currently reside in the Long Island, NY area!

We are seeking hardworking, self-motivated, entrepreneurial individuals to join our team of Financial Professionals at AMG Wealth Management, a Division of Northwestern Mutual - Melville.

This role is ideal for career changers looking to pivot into a new role or industry and for recent graduates seeking to begin a career in finance and gain hands-on experience in financial planning and advisory services. In this role, you will work closely with experienced advisors to develop a clientele, understand their financial goals, and provide tailored solutions that meet their needs. This position offers a unique opportunity to gain experience and build a career in insurance planning, asset management, estate planning, sales, and client development within a supportive environment.

Responsibilities

1. Provide expert guidance to meet the comprehensive financial planning needs of individuals and businesses.
2. Offer services including retirement planning, insurance and investment services, estate planning, business planning, and education funding.
3. Understand clients' goals and visions to develop holistic financial solutions that guide clients toward financial success.
4. Communicate with clients about Northwestern Mutual financial products and market trends, supported by our firm’s network of specialists, training, educational programs, and mentoring.
5. Build and maintain client bases, keep current financial plans up-to-date, and continuously develop new client relationships.

Qualifications

1. Bachelor's Degree preferred.
2. Success in a previous career, including but not limited to sales, business development, education, finance, military, etc.
3. For recent grads, involvement on campus, internships, part-time work, or college athletics are valued.
4. Business-minded, entrepreneurial spirit, hardworking, resilient, and motivated to succeed.
5. Strong networking and relationship-building skills.
6. Must currently reside in the Long Island, NY area prior to applying.

Compensation and Benefits

1. Starting compensation of $55k in the first year (paid training, weekly stipends, and bonuses).
2. Uncapped commissions.
3. Comprehensive Medical, Dental, and Vision coverage.
4. Two company-funded retirement accounts, including a Pension.
5. Group Life Insurance and Disability Income Insurance.
6. Sponsorship for licensing and designations, including NYS Insurance License, SIE, Series 6 or 7, Series 63, CFP, and more.

Accolades

• Industry-leading financial strength ratings (A.M. Best: A++, Fitch: AAA, S&P: AA+, Moody’s: Aaa).
• Fortune magazine's