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Financial Advisor

2 months ago

New York, United States Northwestern Mutual - Madison Ave Full time
Job DescriptionJob Description

Financial Advisor Training Program


We are seeking eager, strategic, and definitive individuals to fill an entry-level financial representative position that offers room for growth and a promising job outlook. On a typical day, you will be responsible for prospecting for clients, providing them with solutions and information about available products, maintaining a client book, and communicating with the company's Management Team about clients' needs. This is a great opportunity for someone who is self-driven and looking to work in a growing, dynamic environment, has a passion for helping people, and is looking to grow professionally while benefiting from a competitive compensation package. This job is a non-salary, Commission-Based opportunity.


Job Type: Full-time


  • Avg 1st year compensation: $71k-$165k


Benefits:

  • 401k
  • Dental Insurance
  • Health insurance
  • Life insurance


Compensation package:

  • Bonus opportunities
  • Commission pay


Weekly schedule:

  • Monday to Friday
  • Weekends as needed


Work setting:

  • In-person
  • In the field
  • Office


Ability to commute/relocate:

  • New York, NY 10017: Reliably commute or planning to relocate before starting work (Required)


Education:

  • Bachelor's (Preferred)


Experience:

  • Sales: 2 years (Preferred)


Work Location: In person

Compensation:

$81,000 at plan yearly

Responsibilities:
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Qualifications:
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
About Company

Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve clients.


With $265 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income, and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services.