Financial Advisor (Wealth Management Track)

Northwestern Mutual; New York (NY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k)

Pension plan

Annual Bonus and Commission

Job summary

A leading financial services company is seeking a Wealth Management Associate in New York, NY. This entry-level position involves building client relationships, educating clients on financial products, and managing financial plans. Candidates should have a 4-year degree or equivalent experience and a desire for continuous learning. Comprehensive training and support for certification is provided, alongside a competitive compensation package.

Qualifications

• A degree in finance or a related field, or equivalent professional experience.
• A proven record in sales or client service roles.
• Ability to learn continuously and adapt to new situations.

Responsibilities

• Build and maintain a client base through networking and relationships.
• Educate clients on financial products and services.
• Manage client financial plans and provide ongoing advice.

Skills

Sales proficiency

Client interaction

Financial analysis

Education

4-year 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

$60,000.00/yr - $80,000.00/yr

Additional compensation types

Annual Bonus and Commission

Direct message the job poster from Northwestern Mutual

Recruiter at Tri-Harbor Financial Group of Northwestern Mutual

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, Series63, 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 Companies2 for Financial Soundness
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
• $224 billion3 (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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Finance

Referrals increase your chances of interviewing at Northwestern Mutual by 2x

Inferred from the description for this job

Medical insurance

401(k)

Vision insurance

Pension plan

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