Wealth Management Advisor

Northwestern Mutual

New York (NY)

Hybrid

USD 78,500 - 105,000

Full time

14 days+

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Benefits offered by this job

401(k)

Health insurance

Dental insurance

Vision insurance

Life insurance

Health savings account

Development stipends

Expense allowances

Tuition reimbursement

Bonus opportunities

Job summary

An established industry player is seeking dedicated financial advisors to join their team. This role offers the opportunity to empower clients through innovative financial planning, helping them achieve their dreams. As a vital partner in their financial journey, you will craft personalized plans and adapt them to meet changing needs. With a strong focus on client relationships and a supportive work environment, this position provides pathways to leadership and professional growth. Join a team that values excellence and is committed to making a meaningful impact in the lives of clients.

Qualifications

Bachelor’s degree required for this advisory role.
Strong analytical and interpersonal skills to build lasting client relationships.

Responsibilities

Craft personalized financial plans aligned with client objectives.
Update plans to reflect evolving client situations and goals.
Utilize industry-leading solutions to safeguard client assets.

Skills

Analytical thinking

Verbal communication

Written communication

Sales skills

Presentation skills

Customer service skills

Organization

Time management

Interpersonal skills

Education

Bachelor’s Degree

Job description

Are you ready to transform lives and create lasting impact through innovative financial planning? At 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.

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