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Financial Advisor Trainee

Northwestern Mutual

Northwestern Mutual

Accounting & Finance
New York, NY, USA
Posted on Friday, June 7, 2024

Financial Advisor – Northwestern Mutual:

Managing Director’s Unit

Northwestern Mutual seeks candidates for the position of Financial Advisor in 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, and 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. Comprehensive training and development provided.

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.