Mentored Wealth Management Track – Training Provided

Nichols College; Dudley (MA); On-site; USD 61,000 - 91,000; Full time

Benefits offered by this job

Licensing sponsorship

Study materials

Mentorship network

Job summary

Northwestern Mutual in New York, NY seeks a Financial Advisor to prospect for clients and build lasting relationships, offering a comprehensive suite of financial planning, investments, risk management, and wealth management services. You will be the primary contact for clients with support from a skilled team of advisors and office staff.

This is a full-time, on-site role with licensing sponsorship, study materials, and mentorship to help you establish a successful practice.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Legal authorization to work in the US without sponsorship.
• 1–3 years relevant experience in sales, business, financial planning, finance, retirement planning, and/or investments preferred.
• Excellent communication and interpersonal skills.
• Interest in the Financial Services sector.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Strong communication skills.

Responsibilities

• Business Development: establishing relationships with new clients through leads, referrals, and calls
• Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals
• Day-to-day client relationship management and financial advisory
• Prospect clients through accessing your warm market, cold market, referrals, and networking events
• Providing financial advisory services to clients in sectors of risk management, investments, and wealth management.
• Financial Modeling, 2-step modeling, and financial planning
• Generate a book of business through warm and cold leads within your market.
• Client Relationship Management and renewals

Skills

Excellent communication

Interpersonal skills

Time management

Relationship-building

Sales experience

Client-facing

Education

Bachelor’s degree or equivalent work experience

Job description

Northwestern Mutual in New York, NY seeks a Financial Advisor to prospect for clients and build lasting relationships, offering a comprehensive suite of financial planning, investments, risk management, and wealth management services. You will be the primary contact for clients with support from a skilled team of advisors and office staff.

This is a full-time, on-site role with licensing sponsorship, study materials, and mentorship to help you establish a successful practice.