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Northwestern Mutual · 1 day ago

Financial Advisor / Wealth Management Advisor

New York, NY

Full-time

Onsite

New Grad, Entry Level

$61K/yr - $250K/yr

Northwestern Mutual is a leading financial services company, and they are seeking an eager candidate to fill the role of Financial Advisor. The role involves helping clients identify and achieve their financial goals through comprehensive planning services, while also offering opportunities for personal and professional growth.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

No H1B

Responsibilities

Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience

Collaborate with our financial planning team, mentors, and specialists to develop tailored solutions and build personalized, holistic financial plans tailored to every client’s unique needs

Grow relationships with clients to support them through every stage of life

Lead and maintain a life of continuing education to ensure your clients are getting your best

Qualification

Life/Accident & Health CertificationsSecurities Industry Essentials (SIE)Series 6Series 7Series 63CFP®Client relationship buildingEntrepreneurial ambitionsCommunication skillsCritical thinking skillsTime-management skills

Required

4-year College Degree or higher

Legal authorization to work in the US without sponsorship

Residence within (or planning to relocate to) a reasonable commuting distance to NY, NY, 10022

Values of integrity and honesty

A pleasant attitude and dependable judgment

Entrepreneurial ambitions and a strong sense of motivation and drive

Excellent time-management, communication, and critical thinking skills

A history of success in relationship-building or client-facing roles

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