Wealth Management Advisor

Northwestern Mutual; New York (NY); Hybrid; USD 78,000 - 105,000; Full time

Job summary

Join a leading financial services firm as a Financial Advisor in New York, where you'll empower clients through personalized financial planning. Leverage your analytical and communication skills to help clients achieve their financial dreams. Enjoy a hybrid work environment with opportunities for professional growth and a comprehensive compensation package.

Benefits

401(k)

Health insurance

Dental insurance

Vision insurance

Life insurance

Tuition reimbursement

Qualifications

• Bachelor’s Degree required.
• Strong analytical thinking and communication skills needed.
• Effective sales and customer service abilities essential.

Responsibilities

• Craft personalized financial plans for clients.
• Utilize solutions to safeguard client assets.
• Regularly update plans to reflect client goals.

Skills

Analytical thinking

Communication

Sales

Customer service

Organization

Interpersonal skills

Education

Bachelor’s Degree

Job description

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Are you ready to transform lives and create lasting impact through innovative financial planning? Northwestern Mutual, we’re more than advisors; we’re partners in progress and change-makers in people’s financial journeys. Join our extraordinary team and help clients turn their dreams into reality through our distinctive and holistic planning approach.

Why Tri-Harbor Financial | Northwestern Mutual?

Empowerment & Expertise:

We blend licensed expertise with personalized digital experiences, guiding clients through every financial milestone. As an advisor, you'll serve as both a sounding board and accountability partner, continuously adapting plans to match changing circumstances.

With over half of Americans feeling gaps in their financial planning, your role at Tri-Harbor, partnered with Northwestern Mutual, is critical in meeting those pressing needs. Embrace the chance to shape secure and prosperous futures for our clients!

What You’ll Do:

• Partner with clients to craft personalized financial plans that align with a wide array of client objectives.
• Utilize our industry-leading solutions to safeguard client assets while fostering growth.
• Regularly update plans to reflect clients' evolving situations and goals.

Required Skills:

• Bachelor’s Degree
• Analytical thinking skills with the ability to assess and understand client needs.
• Excellent verbal and written communication skills.
• Effective sales, presentation, and customer service skills.
• Strong organization and time management skills.
• Stellar interpersonal skills to build lasting client relationships.

What We Offer:

• Pathways to leadership and director-level positions within Northwestern Mutual’s framework.
• Comprehensive compensation, including bonus opportunities, commission pay, and profit-sharing.
• Sponsorship for licensing and credentials (Series 6/7, 63, SIE, CFP, CFA, CLU, ChFC, RICP, and more).
• Supportive benefits: 401(k), health insurance, dental insurance, vision insurance, life insurance, health savings account, development stipends, expense allowances, renewal/residual income, and tuition reimbursement.
• #111 on Fortune 500
• Fortune’s 2022 “World’s Most Admired Companies”
• Top 10 U.S Independent Broker-Dealer by Financial Planning Magazine
• Top 125 Companies for Training & Development
• Business Week’s “50 Best Places to Launch a Career”

Job Type: Full-time

Average Compensation: $78,500.00 - $105,000.00 per year

Work Location: Hybrid Remote in New York, NY 10022

• Relocate before starting work (Required)

Ready to make a difference and advance your career? Apply today and become a part of a team committed to excellence and client success at Northwestern Mutual!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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