Wealth Management Trainee

Northwestern Mutual; New York (NY); On-site; USD 80,000 - 110,000; Full time

Job summary

Northwestern Mutual is looking for a Financial Advisor/Wealth Management Trainee in Midtown Manhattan. This role offers a chance for career growth in the financial services sector, providing training and support for new talent, including recent graduates and experienced professionals. The position involves client relationship management and the opportunity for significant earnings potential.

Benefits

Medical, dental, and vision benefits

Pension plan

Licensing sponsorship for Financial Advisors

Qualifications

• Recent graduates are encouraged to apply.
• Experience in a client-facing role preferred.

Responsibilities

• Establish relationships through leads and referrals.
• Meet with clients to discuss financial planning.
• Coordinate with internal teams for customized financial plans.

Skills

Communication

Interpersonal Skills

Sales

Education

Bachelor’s degree or equivalent work experience

Job description

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

Managing Director’s Unit

Northwestern Mutual seeks a Financial Advisor/Wealth Management Trainee to join our Midtown Manhattan offices. Reporting to the Managing Director of the New York office, this is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates and career-changers.

As a Financial Advisor, you will prospect for clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients.

Responsibilities include:

• Business Development: establishing relationships with new clients through leads, referrals, and calls
• Meeting with clients to discuss financial planning, including investment management and insurance
• Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals
• Day-to-day client relationship management and financial advisory

Qualifications:

• Bachelor’s degree or equivalent work experience
• Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.)
• Excellent communication and interpersonal skills
• Interest in the Financial Services sector

Prior financial services experience is *not* required, and recent graduates are also invited to apply.

Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential.

Whether you are a recent graduate ready to embark on a career in Financial Services, or are an experienced candidate seeking a career change or a new challenge, this is an excellent opportunity to thrive in the world of risk management, investments, and wealth management. Our award-winning training program provides you with everything you need to know to succeed in this career, so no prior Financial Advisor experience is needed.

This position starts out as onsite at our Midtown Manhattan offices, Monday – Friday, regular business hours. Must live within commuting distance of our office or be able to relocate to the NYC metro area prior to start.

*Compensation is a combination of commissions, stipends, and bonuses.* Average first-year Financial Advisor compensation for this office is $80,000 - $110,000.

Benefits: Medical, dental, vision, and pension plan.

About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for over 160 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 company with over $280 billion in client assets under management and $28 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

Seniority level

• Seniority level

  Internship

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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

Get notified about new Wealth Manager jobs in New York City Metropolitan Area.

New York, NY $200,000.00-$225,000.00 4 days ago

New York City Metropolitan Area 3 weeks ago

Asset & Wealth Management, Investment Strategy Group, Tactical Asset Allocation Team, Associate - New York

Asset & Wealth Management, Private Wealth Management, Equity Structuring, Analyst - New York

Private Wealth Events, Advisor Engagement, Associate

New York, NY $115,000.00-$125,000.00 2 weeks ago

Asset & Wealth Management, External Investing Group (XIG), Union Bridge Partners (Opportunistic Co-Investments / Structured Products), Vice President – New York

New York, NY $200,000.00-$250,000.00 1 week ago

New York, NY $225,000.00-$300,000.00 2 weeks ago

New York City Metropolitan Area 3 weeks ago

Manalapan, NJ $210,000.00-$240,000.00 6 days ago

New York City Metropolitan Area 17 hours ago

New York, NY $34,000.00-$125,000.00 1 week ago

Manhattan, NY $34,500.00-$125,000.00 1 week ago

New York, NY $75,000.00-$200,000.00 1 week ago

Asset & Wealth Management, Private, Structured Investing, Vice President, New York

Asset & Wealth Management- New York- Associate, Research/PM Support- 8607534

New York, NY $161,000.00-$200,000.00 1 week ago

Syosset, NY $75,000.00-$250,000.00 2 weeks ago

New York, NY $125,000.00-$150,000.00 1 week ago

Entry-Level Wealth Manager - Midtown East

New York, NY $61,000.00-$250,000.00 5 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.