Wealth Management Advisor - Training Provided

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

Benefits offered by this job

Pathways to leadership positions

Comprehensive compensation including bonuses

Sponsorship for licenses and credentials

Health, dental, and vision insurance

401(k) with company match

Tuition reimbursement

Job summary

Northwestern Mutual seeks a Wealth Management Advisor in New York to transform lives through comprehensive financial planning. The role involves partnering with clients to craft tailored financial solutions, leveraging expertise to empower clients in achieving their monetary goals. Comprehensive compensation includes bonuses and benefits. The ideal candidate should possess a Bachelor's Degree and strong analytical and communication skills.

Qualifications

• Bachelor’s Degree required.
• Strong analytical and interpersonal skills.
• Excellent verbal and written communication.

Responsibilities

• Partner with clients to create personalized financial plans.
• Utilize solutions to safeguard client assets and foster growth.
• Regularly update plans based on clients' evolving goals.

Skills

Analytical thinking

Communication skills

Sales skills

Time management

Interpersonal skills

Education

Bachelor’s Degree

Job description

Wealth Management Advisor - Training Provided

Wealth Management Advisor - Training Provided

Get AI-powered advice on this job and more exclusive features.

This range is provided by Northwestern Mutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$78,000.00/yr - $105,000.00/yr

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

Referrals increase your chances of interviewing at Northwestern Mutual by 2x

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