Wealth Advisor: Grow Client Wealth & Your Career

Northwestern Mutual; New York (NY); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Pension plan

Job summary

A leading financial services firm in New York is seeking a motivated Representative to identify client needs and build lasting relationships. With a strong focus on financial security, candidates will benefit from extensive training and a supportive culture. Ideal applicants hold a bachelor's degree, possess interpersonal skills, and are self-motivated. This full-time role offers extensive compensation options tied to performance.

Qualifications

• 3-5 years of sales/business or customer service experience preferred.
• MUST live in the Tri-State Area.
• An entrepreneurial spirit/desire to manage your own business and be accountable for your results.

Responsibilities

• Identify client needs and goals to provide financial security.
• Develop meaningful long-term relationships with clients.
• Build, maintain, and continuously grow a portfolio of clients.

Skills

Strong interpersonal and networking skills

Excellent written and communication skills

Self-motivated and goal-oriented

Education

Bachelor's degree from a four-year institution

Job description

A leading financial services firm in New York is seeking a motivated Representative to identify client needs and build lasting relationships. With a strong focus on financial security, candidates will benefit from extensive training and a supportive culture. Ideal applicants hold a bachelor's degree, possess interpersonal skills, and are self-motivated. This full-time role offers extensive compensation options tied to performance.