Financial Advisor: Wealth Management Track
Northwestern Mutual
This job is no longer accepting applications
See open jobs at Northwestern Mutual.See open jobs similar to "Financial Advisor: Wealth Management Track" Italy-America Chamber of Commerce.Accounting & Finance
New York, NY, USA
Posted on Friday, June 7, 2024
Northwestern Mutual is looking for Financial Advisors for the Tri Harbor Financial Group located in Midtown, NY. This role consists of building a book of business, understanding and analyzing the financial market to help your clients meet their financial goals, and networking with existing clients to develop the relationship, establish year to year goals, and renewal plans.
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
What you will do:
- Prospecting clients through accessing your warm market, cold market, referrals, and networking events
- Day to day customer inquiries, service requests, and financial concerns.
- Providing financial advisory services to clients in sectors of risk management, investments, and wealth management.
- Work closely with clients to understand their financial goals and develop a plan to help them achieve their goals.
- 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 Required
- Bachelor's degree in finance or related field preferred
- Must be a US citizen or permanent resident
- Knowledge/familiarity of Finance and Investments
- Strong management and organization skills
- Go-getter/self-starter mentality
- Excellent communication and interpersonal skills
- 3-5 years relevant experience in sales, business, financial planning, finance, retirement planning, and/or investments preferred
- Ability to work well in a team environment.
- Strong analytical and problem-solving skills
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: Medical, Vision, Dental, 401k, and pension plan
- Commissions + stipends & bonuses
Average 1st year compensation: $60,000-80,000
This job is no longer accepting applications
See open jobs at Northwestern Mutual.See open jobs similar to "Financial Advisor: Wealth Management Track" Italy-America Chamber of Commerce.