Hybrid Wealth Management Associate: Client Service to Advisor

Northwestern Mutual; New York (NY); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health and dental insurance

Paid time off

Retirement plan

Licensing support

Job summary

Northwestern Mutual in New York City or Miami is seeking a Wealth Management Junior Financial Advisor who blends client service with planning support and growing advisor responsibilities. The role starts in client service, planning assistance, and account administration, with a clear path toward independent client meetings and Lead Advisor readiness.

The position is primarily in-office with hybrid flexibility, working 8:30 AM–6:30 PM ET, and offers a base salary of USD 85,000 plus quarterly

Qualifications

• Bachelor's degree in finance, economics, business or related field required.
• Minimum 5 years in financial services, wealth management or related field preferred.
• SIE required; Series 7/66 or 63/65 preferred.

Responsibilities

• Participate in client calls/meetings and capture detailed notes.
• Prepare for client review meetings and financial planning discussions.
• Review retirement projections and planning models with client information.
• Open and maintain investment and advisory accounts; process transfers and rollovers.
• Coordinate client service requests and follow-ups; support ongoing planning needs.
• Assist Lead Advisors and gradually take ownership of client relationships.

Skills

Client service

Financial planning

Account administration

Communication

Organization

Advisory mindset

Client relationship management

Financial software literacy

Education

Bachelor's degree in finance/economics/business

SIE license

Series 7/66 or 63/65 licenses

Tools

Microsoft Office

CRM systems

Financial planning software

Clearing-firm systems

Other financial platforms

Job description

Northwestern Mutual in New York City or Miami is seeking a Wealth Management Junior Financial Advisor who blends client service with planning support and growing advisor responsibilities. The role starts in client service, planning assistance, and account administration, with a clear path toward independent client meetings and Lead Advisor readiness.

The position is primarily in-office with hybrid flexibility, working 8:30 AM–6:30 PM ET, and offers a base salary of USD 85,000 plus quarterly