Current jobs related to Career Changer Financial Planning Professional - New York, New York - Northwestern Mutual


  • New York, New York, United States Insight Financial Planning Full time

    Job SummaryCultivate relationships with new and existing clients, providing ongoing advice, service, and relationship building. Support tenured Financial Advisors in servicing existing clients.Key Responsibilities:Meet with clients to discuss financial goals and develop plansResearch and recommend investment products and fundsTrade securities and manage...


  • New York, New York, United States Fidelity Investments Full time

    About the RoleFidelity Investments, a leading financial services company, is seeking a skilled Wealth Advisor to join our team. In this role, you will play a vital part in helping individuals and families achieve their long-term financial goals.Job SummaryThis position involves working closely with clients to understand their financial needs, providing...


  • New York, New York, United States New York Life Full time

    Accelerate Your Career as a Financial Professional at New York Life**About New York Life**New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our...


  • New York, New York, United States Citigroup Inc Full time

    The Senior Financial Planning and Analysis Professional will provide management with in-depth analysis and insight of Citigroup's financial results in coordination with the broader Finance team. The overall objective is to utilize in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the development of new techniques to...


  • New York, New York, United States Equitable Holdings Full time

    About Our TeamAt Equitable Advisors, we are driven by our mission to help our clients secure their financial well-being, providing them confidence to pursue long and fulfilling lives.We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs...


  • New York, New York, United States Career Developers Full time

    Financial Audit Officer Job DescriptionCareer Developers Inc. is a distinguished staffing and consulting firm celebrating 30 years of service excellence. As a GSA Contract holder, we offer comprehensive staffing solutions for both commercial and government sectors nationwide. By selectively partnering with clients who share our values, we ensure productive...


  • New York, New York, United States Equity Trustees Full time

    We are seeking a skilled Financial Planning Specialist to provide high-quality support services to our Financial Advisers at Equity Trustees.Your expertise in financial planning and paraplanning will be essential in creating Statements of Advice and Record of Advice Documents.About the role:Prepare financial planning Statements of Advice & Records of...


  • New York, New York, United States PayPal Full time

    Job Description:Financial Planning and Analysis Leader:PayPal is seeking a seasoned Financial Planning and Analysis (FP&A) leader to join our team. As a key member of our finance organization, you will be responsible for developing and implementing financial strategies that drive business growth and profitability.Key Responsibilities:* Develop and maintain...


  • New York, New York, United States The Legal Aid Society Full time

    Job DescriptionThe Legal Aid Society is seeking a highly skilled Financial Planning Director to join our team. As a key member of our finance department, you will be responsible for developing and implementing financial plans that align with our organization's strategic objectives.Key Responsibilities:Develop and maintain financial models that support grant...


  • New York, New York, United States Outlast Full time

    Outlast: A Recycling Marketplace for Valuable MaterialsWe are seeking an experienced Senior Financial Analyst to join our team at Outlast. As a leading recycling marketplace, we partner with major industrial companies to source and sell recycled materials in integrated relationships.Job Summary:The ideal candidate will drive financial planning, analysis, and...


  • New York, New York, United States Citigroup Inc Full time

    Senior FP&A Group Manager PositionThe Financial Planning and Analysis (FP&A) Group Manager is a senior management level role at Citigroup Inc, responsible for providing strategic financial analysis and insights to support business decisions.Key Responsibilities:Lead a team of finance professionals in accomplishing established goals and conduct personnel...


  • New York, New York, United States Career Developers Full time

    Financial Reporting ManagerAt Career Developers, we are seeking a highly skilled Financial Reporting Manager to join our team. As a key member of our financial operations, you will be responsible for managing the month-end close process, reviewing and approving financial statements, and ensuring compliance with regulatory...


  • New York, New York, United States Three Point Solutions Full time

    Job Title: Financial Planning DirectorAbout the Role:Three Point Solutions is seeking a highly skilled Financial Planning and Analysis (FP&A) Director to join our team. As a key member of our organization, you will be responsible for providing strategic financial guidance to our clients and driving business growth through data-driven insights.Key...


  • New York, New York, United States Phaxis - Financial Services Full time

    About Phaxis - Financial ServicesWe are a leading financial services company looking for an experienced Senior Accountant to join our team.


  • New York, New York, United States Cinter Career Full time

    Job Title: Senior AccountantWe are seeking a highly skilled Senior Accountant to join our team in NYC. The ideal candidate will have a strong background in accounting and financial analysis, with experience in managing daily operations and supervising subordinates.Key Responsibilities:Manage daily operations, including preparing A/P, A/R, and G/L data...


  • New York, New York, United States Prudential Advisors - NYCNJ Full time

    Job OverviewWe are seeking a skilled Financial Services Professional to join our team. As a key member of our organization, you will be responsible for developing and implementing financial plans for clients, providing strategic recommendations, and building strong relationships with new and existing clients.Key Responsibilities:Customize financial plans for...


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

    About UsThe Financial Times is a leading global news organisation known for its authoritative and independent reporting. Our mission is to deliver high-quality information, news, and services to individuals and companies worldwide. We're committed to providing an inclusive working environment where our employees feel valued and empowered to contribute their...


  • New York, New York, United States MAKE UP FOR EVER Full time

    Financial Planning & Analysis RoleMAKE UP FOR EVER, a subsidiary of LVMH, seeks a Financial Planning & Analysis Associate to join our New York City Office. Reporting to the Director of Financial Planning & Analysis, this role will support the preparation of monthly financial closings, analyze brand financial performance, and provide actionable insights to...


  • New York, New York, United States Center for Justice Innovation Full time

    The Center for Justice Innovation is seeking a highly skilled Financial Planning Manager to join its Finance team. The ideal candidate will have experience working in nonprofit financial management and a talent for translating financial concepts to non-financial staff.The Financial Planning Manager will be responsible for managing a portfolio of project...


  • New York, New York, United States American Express Full time

    At American Express, we're committed to providing a work environment that's inclusive and diverse. As a Senior Program Manager of SWP, you'll be part of the Technology organization, driving strategic workforce planning and enabling our internal partners.About the RoleThis role is perfect for someone with strong analytics experience, who can draw conclusions...

Career Changer Financial Planning Professional

4 weeks ago


New York, New York, United States Northwestern Mutual Full time

Unlock Your Financial Potential

At Northwestern Mutual, we're committed to helping individuals from diverse backgrounds achieve financial security. As a career changer, you'll have the opportunity to leverage your skills and experience to build a successful financial planning practice.

Our Financial Advisor Training Program

Our comprehensive training program is designed to equip you with the knowledge and skills necessary to succeed in the financial services industry. You'll work closely with industry experts and top-rated Forbes Advisors to develop a personalized financial plan that meets the unique needs of your clients.

Compensation and Benefits

We offer a performance-based compensation structure with multiple recurring revenue streams, allowing you to control your earnings and vision. Our comprehensive benefits package includes medical, dental, and vision insurance, a funded retirement package, and access to our products and planning.

About Northwestern Mutual

With 165 years of experience, Northwestern Mutual has established itself as a leader in the financial services industry. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

Awards and Accolades

We've been recognized as one of the World's Most Admired companies, one of America's Best Large Employers, and one of America's Greatest Workplaces for Diversity. Our commitment to excellence has earned us a spot on the FORTUNE 111 list and the Crain's Best Places to Work in NYC.