Financial Advisor - Wealth Management Track

Northwestern Mutual; New York (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Commission structure

Renewable income

Bonus programs

Health insurance

Retirement Package and Pension Plan

Job summary

A leading financial services company in New York is seeking a Wealth Management Associate to help clients with personalized financial planning. This role involves building a client base, educating clients about financial products using advanced tools, and managing client financial plans. The ideal candidate should have a 4-year degree or relevant experience and a passion for continuous learning. Join us to change lives while securing a rewarding career with comprehensive training and competitive compensation plans.

Qualifications

• 4-year degree or equivalent professional work experience.
• History of success in sales, athletics, military, or client-facing roles.
• Legal authorization to work in the US without sponsorship.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Build a client base and develop knowledge of financial products.
• Educate clients with assistive software and reporting tools.
• Drive clients to action through expert influence and recommendations.
• Manage development and maintenance of client financial plans.

Skills

Sales experience

Client services experience

Desire for continuous learning

Education

4-year degree or equivalent professional work experience

Job description

Wealth Management Associate Job Description

Wealth Management Associates at Northwestern Mutual’s Midtown NYC Office help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry‑leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day.

Here, hard work pays off.

Our award‑winning training equips you with the education, skill‑building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:

Personal Planning Analysis – Asset & Income Protection – Education Funding – Investment & Advisory Services – Trust Services – Retirement Solutions – Business Needs Analysis

As a Northwestern Mutual Wealth Manager:

• Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
• Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
• Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
• Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.
• Commission structure to support early development
• Renewable income
• Bonus programs and expense allowances
• Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance
• Family Planning

You could be right for this opportunity if you have:

• 4-year degree; or equivalent professional work experience
• History of success in sales, athletics, military, client services, or client‑facing roles
• Desire for continuous learning
• Legal authorization to work in the US without sponsorship

Are you ready to change your life and the lives of your clients? Apply now!

About Us

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry‑leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Planners are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

• #90, Fortune 100 company (2021)
• Forbes' Best Employers for Diversity (2018-2020)
• #1 Amongst Life Insurers Most Admired Companies 2 for Financial Soundness
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
• $224 billion 3 (retail investment client assets held or managed)

1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

2 To determine the best‑regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

3 Combined client assets of NMIS and NMWMC as of June 30, 2021

Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.