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Private Wealth Management Advisor Trainee

Northwestern Mutual

Northwestern Mutual

Accounting & Finance
New York, NY, USA
Posted on Thursday, May 30, 2024

Financial Advisor/Wealth Management Advisor Career Description:

Financial Advisor Role at Northwestern Mutual, New York

We are seeking an eager, strategic, and definitive candidates to fill an open Financial Advisor Role that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to helping others in a role that is very lucrative, and this sounds like a good fit, please apply!

At our New York location representatives and advisors strive to understand their client's goals and dreams in order to develop comprehensive solutions that will help their clients reach financial success.

Even if you have no previous finance experience, we will help nurture and develop your sales and planning talents! (Our training program = Training Magazine's "Training Top 125 Award" winner). You will be given the flexibility to build your own practice in an open architecture setting while receiving support and guidance from our firm's exceptional network of financial specialists, training and educational programs, and mentors.

PERKS AT GLANCE

  • Flexibility - Have the ability to set your schedule and achieve work/life balance
  • Growth/Development - There are various paths within this career and we are devoted to helping each person grow personally, professionally, and financially
  • Culture - Be a part of our "work hard, play hard" office culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities.
  • Benefits - full comprehensive benefits

Why join Northwestern Mutual:

  • #90, Fortune 100 company (2021)
  • Forbes' Best Employers for Diversity (2018-2020)
  • Top 10 US Independent Broker-Dealers1
  • #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
  • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
  • $224 billion (retail investment client assets held or managed)

Job Responsibilities:

  • Connecting with potential clients; being sensitive to their needs and true desires
  • Serve as the connection to clients and collaborate with our financial planning team, mentors, and specialists to develop tailored solutions
  • Training and guidance from our leadership team and enrollment in an individual mentorship program

Job Qualifications:

  • 4-year College Degree or higher
  • Legal authorization to work in the US without sponsorship
  • A pleasant attitude and dependable judgment
  • Values of integrity and honesty
  • Excellent communicator and relationship builder
  • Ability to work independently with a self starter mindset
  • A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients

Compensation is 100% commission. In addition, you may become eligible for the following benefits:

  • Commission structure to support early development
  • Bonus programs and Production Allowance
  • Support for insurance licensing, SIE, Series 6, Series 63, CFP®
  • Retirement Package and Pension Plan
  • Medical, Dental, Vision, Life Insurance and Disability Income Insurance
  • Family Planning

Job Type: Full-time

Average Income: $82,000.00 - $113,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Vision insurance

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • New York, NY 10022: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Financial concepts: 1 year (Preferred)