Wealth Management Advisor (NYC)

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.
• Strong interpersonal and networking skills.
• Excellent written and communication skills.
• Professional appearance and work ethic.
• Self-motivated, goal-oriented, and entrepreneurial spirit/desire to manage your own business.

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.
• Build, maintain, and grow a portfolio of clients.

Skills

Strong interpersonal and networking skills

Excellent written and communication skills

Self-motivated and goal-oriented

Verbal communication

Professional appearance

Education

Bachelor's degree from a four-year institution

Job description

A career with Northwestern Mutual not only provides outstanding income potential but also offers the opportunity to impact the lives of others in a professional setting that emphasizes and values relationships and integrity.

As a Representative, you will:

• Identify client needs and goals to provide a sense of security and safety surrounding their financial life.
• Develop meaningful long‑term mutually beneficial relationships.
• Gain knowledge about the financial products Northwestern Mutual offers as well as financial market trends.
• Build, maintain, and continuously grow a portfolio of clients.

You Will Gain Access To:

• A world‑class training program to help you get started.
• Ongoing professional training and development throughout your career.
• Exclusive Northwestern Mutual financial products and solutions.
• A culture focused on ensuring a healthy work/life balance, collaboration, and diversity as well as recognition and rewards.
• An unlimited income potential directly tied to production.
• Career growth opportunities with management and leadership potential.

Qualifications:

• Bachelor's degree from a four‑year institution preferred.
• MUST live in the Tri‑State Area.
• Strong interpersonal and networking skills.
• Excellent written and communication skills.
• Professional appearance and work ethic.
• 3‑5 years of sales/business or customer service experience preferred.
• Self‑motivated, goal‑oriented, and enthusiastic presence.
• An entrepreneurial spirit/desire to manage your own business and be accountable for your results.

Accolades:

• #111 on Fortune 500 in 2023
• World's Most Admired Company in our industry by Fortune
• Tri‑Harbor Financial is the #1 office of Northwestern Mutual

Compensation:

Compensation is a combination of commission, stipends and bonuses. It allows you to control what you want to earn at any given time in a high‑growth career.

Seniority Level

Not Applicable

Employment Type

Full‑time

Job Function

Finance and Sales

Benefits

• Medical insurance
• Vision insurance
• Pension plan