Current jobs related to Entry - Level Financial Advisor - New York - Northwestern Mutual - Madison Ave

  • Entry-Level Financial Representative

    4 weeks ago

    New Haven, United States National Financial Network Full time

    Job DescriptionJob DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships...

  • Financial Advisor

    1 month ago

    New York, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join The Empire City Financial Group.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience....

  • Financial Advisor

    1 month ago

    New York, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join The Empire City Financial Group.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience....

  • Financial Advisor Journalist

    2 weeks ago

    New York, New York, United States Financial Times Full time

    Financial Advisor Journalist Job DescriptionWe are seeking an experienced financial journalist to join our team at Financial Times. As a Financial Advisor Journalist, you will be responsible for delivering high-quality, in-depth articles and features on the wealth management business, practice management, and other content relevant to financial advisors.Key...

  • Financial Advisor

    1 month ago

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

    Job OpportunityWe are seeking a skilled and motivated individual to fill an entry-level financial advisor position at Northwestern Mutual - Madison Ave. This role offers a dynamic work environment, opportunities for growth, and a competitive compensation package.Key Responsibilities:Prospect for clients and provide them with solutions and information about...

  • Financial Advisor IQ Reporter

    1 week ago

    New York, New York, United States Financial Times Full time

    About the RoleWe are seeking an experienced financial journalist to join our team at Financial Advisor IQ, a leading publication covering wealth management. As a financial advisor IQ reporter, you will be responsible for delivering high-quality, engaging content to our audience of financial advisors.Key ResponsibilitiesResearch and write in-depth articles on...

  • Financial Analyst

    2 weeks ago

    New York, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are offering a long term contract employment opportunity for an Entry Level Financial Analyst based in New York, New York, 10010-3685, United States. As an Entry Level Financial Analyst, you will be tasked with a variety of financial duties, including data analysis, management reporting, and financial planning. This role is...

  • Financial Services Advisor

    1 month ago

    New York, New York, United States Ameriprise Financial Services, LLC Full time

    Associate Financial AdvisorWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Ameriprise Financial Services, LLC. As an Associate Financial Advisor, you will play a critical role in building relationships with clients and providing personalized financial advice and recommendations.Key...

  • Associate Financial Advisor

    5 months ago

    New York, United States Ameriprise Financial Services, LLC Full time

    Associate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...

  • Associate Financial Advisor

    5 months ago

    New York, United States Ameriprise Financial Services, LLC Full time

    Associate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...

  • Financial Services Associate

    2 weeks ago

    New York, New York, United States Stifel Financial Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our client service team, you will be responsible for providing exceptional customer service and support to our clients, while also assisting our financial advisors with various administrative tasks.Key...

  • Associate Financial Advisor

    1 week ago

    new york city, United States Ameriprise Financial Services, LLC Full time

    Associate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...

  • Associate Financial Advisor

    1 month ago

    new york city, United States Ameriprise Financial Services, LLC Full time

    Associate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...

  • Financial Services Associate

    3 weeks ago

    New York, New York, United States Stifel Financial Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Services Associate to join our team. As a Client Services Associate, you will provide administrative support to our Financial Advisors, assist with client account maintenance, and perform various clerical functions.Key ResponsibilitiesAssist Financial Advisors with client account opening...

  • Financial Advisor

    4 days ago

    New York, New York, United States Thrivent Financial Full time

    Job SummaryAs a Thrivent Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of others by providing holistic, purpose-based financial advice. You will work with clients to help them achieve their financial goals, while also building a successful career with a Fortune 500 leader.Key ResponsibilitiesBuild a financial...

  • Financial Advisor

    5 months ago

    New Rochelle, United States CNO Financial Group Full time

    Join Us to Earn More Money and Make a Real Impact!Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group!As a Financial Advisor, you will have the opportunity to positively impact the lives of your...

  • Financial Advisor

    2 months ago

    new rochelle, United States CNO Financial Group Full time

    Join Us to Earn More Money and Make a Real Impact!Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group!As a Financial Advisor, you will have the opportunity to positively impact the lives of your...

  • Financial Advisor

    2 months ago

    new rochelle, United States CNO Financial Group Full time

    Join Us to Earn More Money and Make a Real Impact!Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group!As a Financial Advisor, you will have the opportunity to positively impact the lives of your...

  • Financial Advisor

    2 weeks ago

    New York, New York, United States Lenox Advisors Full time

    Join Lenox Advisors, a premier wealth and insurance advisory firm, as a Financial Advisor. As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate and secure their financial future. Our values align with yours: trust, teamwork, and accountability. You will build upon your natural abilities to connect...

  • Executive Assistant

    4 weeks ago

    New York, New York, United States Lead Advisor Full time

    Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients in New York, NY.The Executive Assistant will provide administrative support to an owner/wealth management advisor in the practice.Key Responsibilities• Provide exceptional client service and support to the advisor and clients.• Handle dictation,...

Entry - Level Financial Advisor

2 months ago

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

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 great for someone who is self-driven and looking to work in a 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 Commission-Based opportunity.


We provide help with licensing, and training with our tenured team members and we will provide you a stipend during your training time


Job Type: Full-time


Benefits:

  • 401(k)
  • 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 in New York, NY 10017: Reliably commute

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
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Bachelor's (Preferred)
  • Sales: 2 years (Preferred)
  • We provide help with licensing, training and you'll get a stipend during your training
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.