Entry Level - Financial Advisor Development Program

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life and disability insurance

Retirement pension plan

Job summary

A leading financial services company located in Midtown Manhattan is looking for a Financial Advisor. This role involves client prospecting, maintaining relationships, and offering diverse financial products. No prior financial sales experience is necessary, as extensive training will be provided. Candidates should possess a bachelor's degree and skills in client interaction. This commission-based position offers earnings potential between $61K-$119K annually based on performance. Benefits include medical, dental, and retirement plans.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Experience in a client/customer-facing role (sales, customer service, etc.).
• Exceptional communication skills.

Responsibilities

• Establish relationships with new clients through leads and referrals.
• Discuss financial planning including life insurance and investment management.
• Deliver customized financial plans to clients.
• Manage day-to-day client relationships.

Skills

Excellent communication

Interpersonal skills

Client relationship management

Sales

Interest in Financial Services sector

Education

Bachelor’s degree or equivalent work experience

Job description

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 sales, 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 management, insurance, 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.

Training & Development

Prior financial sales experience is not required – we will train you. The Training & Development Program includes a 3-week classroom training at the start of the position, where you will be introduced to our portfolio of financial products and services and learn effective sales practices. Then, once working in the role, you will be able to work alongside an experienced Director in the office who will serve as your mentor on an ongoing basis, allowing you to do your client work jointly with an experienced leader in the office.

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 to help clients 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 insurance, investments, and wealth management.

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.

• This is a commission-based position, meaning your earnings are directly tied to the clients you help bring into the company. High performers have the potential to earn significantly based on the value of the sales they close. Average 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.