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Financial Advisor

Northwestern Mutual

Northwestern Mutual

Accounting & Finance
New York, NY, USA · New York, NY, USA · United States
Posted on Tuesday, June 11, 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