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Wealth Management Associate

4 months ago

New York, United States Northwestern Mutual Full time

Wealth Management Advisor Track | The Tri-Harbor Financial Group - NYC


Through a distinctive and holistic planning approach, Northwestern Mutual Financial Advisors/ Wealth Management Advisors empower clients to make the most of every single day and plan for important moments in their future. They combine licensed expertise with a personalized digital experience to help clients navigate their financial lives through a wide range of financial planning services.


Our advisors help clients pursue their financial goals by serving as a sounding board and accountability partner, and periodically adapt the plan to keep up with client’s changing circumstances. And with more than half of Americans believing their financial planning has gaps, a career with Northwestern Mutual provides abundant opportunities to contribute towards meeting those needs.


You’ll partner with clients by creating personalized financial plans that address a broad set of client objectives. Through our industry-leading solutions, you’ll help them protect what they’ve worked so hard to achieve while also growing their assets for the future.


Desired Skills and Experience:

·        Bachelor’s degree and/or career changer

·        Analytical thinking skills and the ability to assess client needs

·        Excellent verbal and written communication skills

·        Effective sales, presentation, and customer service skills

·        Good organization and time management skills

·        Strong interpersonal skills


We want individuals with different backgrounds and work experience, including but not limited to:

·        Financial management, investments, insurance, and financial services

·        Executive leadership

·        Sales, business development, or relationship management

·        Former athletes

·        Military background


A career with Northwestern Mutual not only provides outstanding income potential but will provide you with the opportunity to impact the lives of others in a professional setting that emphasizes and values relationships and integrity.


Additionally, Northwestern Mutual is committed to offering its Financial and Wealth Management Advisors a comprehensive compensation and benefits program which includes:

·        Exceptional Income Potential

·        Leadership and Director Level Opportunities

·        Sponsorship of Licensing/Credentialing (Series 6/7, 63, SIE, Life Accident and Health, CFP, CFA, CLU, ChFC, RICP and others)

·        Development Stipends

·        Expense Allowances

·        Renewals/ Residual Income

·        Comprehensive Medical Coverage

·        Retirement Package; Pension Plan

·        Group Life and Disability Insurance


Devotion to its policy owners has led Northwestern Mutual through nearly 165 years of industry success with accolades including:

·        #97 on Fortune 500

·        Fortune’s 2022 “World’s Most Admired Companies”

·        Top 10 U.S Independent Broker-Dealer by Financial Planning Magazine

·        Top 125 Companies for Training & Development

·        Named one of the “50 Best Places to Launch a Career” by Business Week Magazine


Northwestern Mutual has always received the highest possible financial strength ratings from the four major ratings agencies with total company assets of $335 billion:

·        Moody’s Investors Service: AAA

·        A.M. Best Company: A++

·        Fitch Ratings: AAA

·        S&P Global Ratings: AA+


Compensation is 100% commission. In addition, you may become eligible for the following benefits:

·        Commission structure to support early development

·        Bonus Programs and Production Allowance

·        Sponsorship for insurance licensing, SIE, Series 6, Series 63, CFP®

·        Retirement Package and Pension Plan

·        Medical, Dental, Vision, Life Insurance, Disability Income Insurance and Family Planning