Wealth Management Advisor – Entry Level

Northwestern Mutual; New York (NY); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Licensing sponsorship

Award-winning training program

Fortune 100 company backing

Flexible schedule

Comprehensive benefits

Job summary

Northwestern Mutual in the Financial District of NYC is seeking motivated professionals for a full-time Financial Representative role with The Abbass Agency. You’ll help clients plan long-term financial security through insurance, investments, retirement, and education planning.

This commission-based career includes substantial startup incentives, licensing sponsorship, and extensive formal training. Join a Fortune 100 company with strong growth opportunities and flexible scheduling.

Qualifications

• Licensing sponsorship - NYS Insurance License, SIE, Series 7 & Series 63.
• High motivation and drive to succeed.
• Strong interpersonal skills and goal orientation.

Responsibilities

• Develop and implement long-term financial plans for individuals, families and business owners.
• Build trusted client relationships and expand the client base.
• Provide comprehensive financial planning guidance, including insurance and investment solutions.

Skills

People skills

Relationship building

Sales experience

Communication

Job description

Job Type: Full-time Candidates must be local to Financial District, NYC.

Calling all career-changers, recent grads, and motivated professionals!

Northwestern Mutual is growing our team of financial representatives. The Abbass Agency is accepting applications from highly successful individuals to join our Financial District office.

A career with our team allows you the opportunity to make an impact on others by helping them achieve financial security. We work with all types of clients ranging from individuals, families, and business owners. Our financial representatives provide long-term financial planning solutions including but not limited to insurance, investments, retirement planning, education planning and much more.

This role may be a fit for you if...

• You know how to connect with people, building personal, trusted relationships
• You are a driven person who is committed to succeeding
• You are ready to earn more for your hard work
• You enjoy helping others and have a desire to make an impact
• You are ready to live the life you want, both personally, professionally, and financially

What does a career with Northwestern Mutual offer you?

• Licensing sponsorship - NYS Insurance License, SIE, Series 7 & Series 63.
• Extensive training and development through our award-winning training program
• The opportunity to build your own business with the backing of a Fortune 100 company
• Opportunities for growth and professional development

This is a commission-based career with some startup capital provided in the first year to help you get started. Individuals who tend to thrive in this role are those seeking uncapped earning potential, autonomy and independence and a role that rewards them for the work they put in.

• Training Bonus: Up to $3,500 upon finishing training, based on timely completion of onboarding tasks, individual metrics, and licensing requirements.
• First-Year Stipends & Bonuses: Up to $26,000 based on weekly activity metrics and $29,000 additional bonuses based off incentives throughout your first year.
• Commissions: Uncapped earning potential with enhanced commissions for your first few years.
• Benefits: Comprehensive benefits including health, dental, and vision insurance; employee assistance program, employee discount, financial planning services, flexible schedule, flexible spending account, Life insurance, parental leave, professional development assistance, and retirement plan.

Don't have a background in Finance?

That is ok! 83% of our advisors have no prior finance background! We provide in-depth, nationally ranked training and support and partner you with industry experts until you are ready to do it on your own. We are looking for individuals with a history of success in their career, college athletics or having a military background. Those that tend to thrive in this career have previous sales or business development experience, strong interpersonal skills, grit, motivation and are extremely goal oriented.

• One of “World’s Most Admired” companies (FORTUNE® Magazine, 2024)
• Unsurpassed Financial Strength Rating amongst all major credit agencies
• TOP 5 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews)
• Wealth Management: $281 billion retail investment client assets held or managed by Northwestern Mutual
• Recipient of the 2024 APEX Award from Training Magazine
• Best Places to Work #82 (Glassdoor, 2021)
• America's Best Employers for Diversity (Forbes, 2023)