Financial Advisor: Wealth Management Track (Training Provided)
Job title: Financial Advisor: Wealth Management Track (Training Provided)
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, tax efficiency, and wealth management. The Financial Advisor will be the primary point of contact for clients, and you will have an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients.
This is a full-time on-site role for a Financial Advisor at Northwestern Mutual in New York, NY.
MUST be a US citizen or permanent resident
Responsibilities include:
- Business Development: establishing relationships with new clients through leads, referrals, and calls
- 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
- Prospect clients through accessing your warm market, cold market, referrals, and networking events
- Providing financial advisory services to clients in sectors of risk management, investments, and wealth management.
- Financial Modeling, 2-step modeling, and financial planning
- Generate a book of business through warm and cold leads within your market.
- Client Relationship Management and renewals
Qualifications:
- Bachelor’s degree or equivalent work experience
- Legal authorization to work in the US without sponsorship
- 1-3 years relevant experience in sales, business, financial planning, finance, retirement planning, and/or investments preferred
- Excellent communication and interpersonal skills
- Interest in the Financial Services sector
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Strong communication skills
Prior financial services experience is *not* required, and recent graduates are also invited to apply.
Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
What to Expect:
- Sponsorship of any needed licensing and/or certification.
- Financial Planning Training
- Study material and coursework for licensing
- Experienced network of successful Financial Advisors who provide mentorship and guidance when developing your business.
Compensation & Benefits
- Performance-based earnings and revenue:
- Compensation is 100% commission-based, plus stipends and bonuses.*
- Average first-year Financial Advisor compensation for this office is $61,000 - $91,000.
Benefits: Medical, dental, vision, 401K, and pension plan
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.
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 $325 billion in client assets under management and $28 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide