Financial Advisor (Training Provided)

Northwestern Mutual; New York (NY); On-site; USD 80,000 - 110,000; Full time

Job summary

An established industry player is seeking a motivated Financial Advisor to join their dynamic team in Midtown Manhattan. This role offers an exciting opportunity for both recent graduates and experienced professionals looking to transition into financial services. As a Financial Advisor, you will build and maintain client relationships while delivering a diverse portfolio of financial products and services. With a comprehensive training program and support from experienced specialists, you will thrive in a collaborative environment focused on client success. If you are eager to embark on a rewarding career in finance, this position is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Pension Plan

401(k)

Qualifications

• Bachelor's degree or equivalent work experience required.
• Experience in a client-facing role is essential.

Responsibilities

• Establish relationships with new clients through leads and referrals.
• Meet with clients to discuss financial planning and investment management.

Skills

Communication Skills

Interpersonal Skills

Sales Experience

Client Relationship Management

Education

Bachelor's Degree

Equivalent Work Experience

Job description

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. Reporting to the Managing Director of the New York office, 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 include:

• Business Development: establishing relationships with new clients through leads, referrals, and calls
• Meeting with clients to discuss financial planning, including investment management and insurance
• Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for 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

Prior financial services experience is *not* required, and recent graduates are also invited to apply.

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.

*Compensation is a combination of commissions, stipends, and bonuses.* Average first-year compensation for this office is $80,000 - $110,000.

Benefits: Medical, dental, vision, and 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 $335 billion in client assets under management and $38 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Business Development, and Sales

• Industries

  Investment Management, Insurance, and Financial Services

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Inferred from the description for this job

Medical insurance

401(k)

Vision insurance

Pension plan

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