Financial Advisor

2 days ago

New York, United States Northwestern Mutual Full time
Description

Financial Advisor - Midtown, NYC (Top Training Program)

A career with Northwestern Mutual brings mutual success. When you bring your talent, hard work, and experience, we offer the training, mentorship, and resources to help you achieve your definition of success and discover your unlimited potential - in leadership, income, and community impact.

Our financial professionals help clients reach their individual goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way.

A successful advisor has typically reached a ceiling and is looking for a career change where they can utilize and maximize their talents. We welcome individuals from diverse backgrounds who possess an entrepreneurial spirit, grit, and motivation, are self-starters, and are looking to create an impact.

Responsibilities

•Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
•Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
•Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
•Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
•Customize financial plans for each client based on potential life changes and changing financial needs

Qualifications

•Bachelor's Degree from a Four - Year Institution
•Prior sales and/or business experience preferred
•Possess a history of personal and professional success
•Ability to commute to the NYC Metro Area and ability to work onsite in our NYC Office Location
•Strong communication skills inclusive of networking capabilities

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