Financial Advisor Training Program — Start Your Finance Career

Northwestern Mutual; New York (NY); On-site; USD 61,000 - 119,000; Full time

Benefits offered by this job

Training provided

No cap on earnings

Licensing support (SIE, Series 6, 63)

Job summary

Northwestern Mutual invites applicants for a Financial Advisor role in Midtown Manhattan, offering training and a structured path into financial services. You will supervise client relationships, deliver financial plans, and partner with a team of specialists to provide a full range of services from planning to wealth management.

Training is provided, including a 3-week onboarding period, with mentorship from an in-office Director.

Qualifications

• Experience in a client/customer-facing role (sales, client relations, etc.).
• Excellent communication and interpersonal skills.
• Must live in the Tri-State Area (commutable to Midtown Manhattan).
• Must be able to commit to a full-time, Monday–Friday, 9am–5pm schedule.

Responsibilities

• New Business Development: establishing relationships with new clients through leads, referrals, and calls.
• Client Financial Advisory: meeting with clients to discuss financial planning, insurance, investment management, and other services.
• Delivery of customized financial plans to help clients achieve their financial goals.
• Day-to-day client relationship management.

Skills

Client-facing

Communication skills

Tri-State resident

Full-time schedule

Job description

Northwestern Mutual invites applicants for a Financial Advisor role in Midtown Manhattan, offering training and a structured path into financial services. You will supervise client relationships, deliver financial plans, and partner with a team of specialists to provide a full range of services from planning to wealth management.

Training is provided, including a 3-week onboarding period, with mentorship from an in-office Director.