High-Paying Financial Planning Role

6 days ago


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

We are seeking strategic and driven individuals to fill a challenging financial representative position that offers promising job prospects. As a key member of our team, you will be responsible for identifying client needs, providing tailored solutions, and communicating effectively with our management team.

This role is ideal for self-motivated professionals looking to work in a dynamic environment, who possess strong analytical skills, excellent communication abilities, and a passion for helping clients achieve their financial goals.

About the Job:

  • Create customized financial plans for each client based on their 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

Benefits and Perks:

  • Bonus opportunities
  • Commission pay
  • 401(k)
  • Dental Insurance
  • Health insurance
  • Life insurance

Additional Information:

  • Competitive salary: $81,000 per year
  • Opportunities for growth and professional development
  • Relocation assistance not provided


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