Financial Representative / Advisor

Northwestern Mutual – NYC; New York (NY); On-site; USD 50,000 - 80,000; Full time

Job summary

Northwestern Mutual – NYC is seeking a Financial Representative to guide clients in meeting their financial goals through personalized planning and comprehensive analysis.

The role involves creating tailored solutions and establishing a referral-based clientele. Successful candidates will benefit from extensive training and mentoring, working alongside specialists to provide valuable financial advice across various service areas.

Qualifications

• Ability to build long-lasting relationships with clients.
• Strong analytical skills for needs-based analysis.
• Capacity to provide tailored financial solutions.

Responsibilities

• Offer personalized financial planning to clients.
• Provide comprehensive needs analysis throughout various life stages.
• Create a clientele through referrals.

Job description

Job Description

As a Financial Representative you will build long-lasting relationships with clients, offer guidance, and provide solutions to help clients meet their financial goals.

Financial Representatives are supported by training programs, mentoring, and unlimited access to resources. They also work with a network of specialists who support clients in the following areas:

• Comprehensive Financial Planning - Personal Planning Analysis
• Asset & Income Protection - Education Funding
• Investment & Advisory Services - Trust Services
• Business Needs Analysis - Employee & Executive Benefits

Responsibilities

• Offer a personalized approach to providing customized solutions tailored to each client’s long-term financial goals and objectives.
• Provide needs-based analysis to ensure the client’s needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long-term care insurance, annuities, and investments.
• Create a referral-based practice to build clientele.

EEO Statement

All your information will be kept confidential according to EEO guidelines.