Northwestern Mutual · 16 hours ago
Wealth Management Advisor Associate
New York, NY
Full-time
Onsite
New Grad, Entry LevelNorthwestern Mutual has been helping families and businesses achieve financial security since 1857. They are seeking a Financial Representative who will focus on client acquisition and onboarding for financial planning strategies, with the goal of building a successful book of business.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
No H1B
Responsibilities
Engage in rigorous daily client acquisition/outreach and onboarding for various financial planning strategies
Build a book of business
Qualification
Required
Excellent organization and self-discipline essential to success
Strong ability to manage success and setbacks
Excellent interpersonal and communication skills
Ability to commute to Midtown and work on-site
Bachelor's degree required from reputable 4-year institution
Exceptional networking ability
Desire for growth and continuous learning
State Life, Accident, Health required pre-training program
SIE, Series 6/7, Series 63 Sponsored (required within one year of contract)
Authorized to work in the United States, no need for visa sponsorship
Preferred
Experience in financial planning and retirement planning preferred, but not necessary
Prior work experience preferred
History of athletics, sales, military service, client service, or client facing roles
Benefits
Commission structure to support early growth and development.
Renewable income streams.
Bonus programs and expense allowances.
Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more.
Retirement Package and Pension Plan.
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-17
Company data provided by crunchbase