Financial Advisor (Training Provided)

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

Benefits offered by this job

Medical insurance

Vision insurance

Pension plan

Disability insurance

Paid paternity leave

Paid maternity leave

Job summary

A financial services company is seeking a Financial Advisor to work in New York City. This entry-level position is ideal for recent graduates or career-changers who want to manage client relationships and provide financial advice. Responsibilities include building new client relationships, delivering financial plans, and client management. No prior experience is required as full training will be provided, and the position offers a competitive commission-based salary along with various benefits including health and retirement plans.

Qualifications

• Experience in a client/customer-facing role.
• Interest in the Financial Services sector.
• No prior Financial Advisor experience is needed.

Responsibilities

• Establish relationships with new clients.
• Discuss financial planning with clients.
• Deliver customized financial plans.
• Manage daily client relationships.

Skills

Communication skills

Interpersonal skills

Sales

Client relations

Education

Bachelor's degree or equivalent work experience

Job description

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

Base Pay Range

$61,000.00/yr - $119,000.00/yr

Additional Compensation Types

Commission

Direct message the job poster from Northwestern Mutual

Director of Recruitment at Northwestern Mutual

Managing Director’s Unit

Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan offices. This is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates and career-changers.

As a Financial Advisor, you will prospect for clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients.

Responsibilities

• Business Development/Sales: establishing relationships with new clients through leads, referrals, and calls
• Meeting with clients to discuss financial planning, including life insurance and investment management
• Delivery of customized financial plans for clients to help them achieve their financial goals
• Day-to-day client relationship management and financial advisory

Qualifications

• Bachelor’s degree or equivalent work experience
• Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.)
• Excellent communication and interpersonal skills
• Interest in the Financial Services sector

Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential.

Whether you are a recent graduate ready to embark on a career in Financial Services, or are an experienced candidate seeking a career change or a new challenge, this is an excellent opportunity to thrive in the world of risk management, investments, and wealth management. Our award-winning training program provides you with everything you need to know to succeed in this career, so no prior Financial Advisor experience is needed.

This position starts out as onsite at our Midtown Manhattan offices, Monday – Friday, regular business hours. Must live within commuting distance of our office or be able to relocate to the NYC metro area prior to start.

• 100% Commission - Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years).
• Benefits: Medical, dental, vision insurance, life and disability insurance, retirement pension plan.

About Northwestern Mutual

Northwestern Mutual has been helping individuals, families and businesses achieve financial security for over 160 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 company with over $627 billion in assets under management (AUM) and $41 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Sales, Customer Service, and Finance

Industries

Insurance, Financial Services, and Investment Management

Benefits

• Medical insurance
• Vision insurance
• Pension plan
• Disability insurance
• Paid paternity leave
• Paid maternity leave

Location

New York, NY