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Junior Financial Consultant

2 months ago

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

We are looking for motivated, strategic, and decisive individuals to take on an entry-level financial advisory role that provides opportunities for advancement and a bright career trajectory. In this position, you will engage in client prospecting, deliver tailored solutions and insights regarding available financial products, manage a portfolio of clients, and liaise with the Management Team regarding client requirements. This role is ideal for self-motivated individuals who thrive in a dynamic setting, possess a passion for assisting others, and seek professional growth while enjoying a competitive compensation structure. This position operates on a Commission-Based model.

We offer support with licensing, training from experienced team members, and a stipend during your training period.

Job Type: Full-time

Benefits Include:

  • 401k Plan
  • Dental Coverage
  • Health Insurance
  • Life Insurance

Compensation Package:

  • Bonus Opportunities
  • Commission Earnings

Weekly Schedule:

  • Monday to Friday
  • Weekends as required

Work Environment:

  • In-person
  • Fieldwork
  • Office-based

Commute Requirement: Must be able to reliably commute.

Compensation: Potential earnings of $81,000 annually at plan.

Key Responsibilities
  • Develop personalized financial strategies for clients based on their life stages, professional situations, and changing financial needs.
  • Act as a collaborative team member eager to enhance skills through ongoing training opportunities.
  • Assist clients in achieving their financial objectives through strategic recommendations on products, plans, and investments.
  • Collect and evaluate each client's financial data to accurately assess factors such as financial status, cash flow, expectations, goals, retirement plans, and other wealth management considerations.
  • Establish trust with new clients acquired through proactive outreach to identify and cultivate prospects.
Qualifications
  • Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other relevant tools is highly preferred.
  • Excellent communication and mathematical skills, complemented by a proven ability to build strong relationships with both existing and potential clients.
  • Familiarity with financial products, the financial sector, and roles related to personal financial advising or planning is essential.
  • Bachelor's degree (Preferred).
  • Sales experience: 2 years (Preferred).
  • We provide assistance with licensing, training, and a stipend during the training phase.
About Northwestern Mutual

For over 160 years, Northwestern Mutual has been dedicated to what matters most—helping families and businesses achieve financial security. We blend the expertise of our financial professionals with a personalized digital experience and cutting-edge technology to best serve our clients.

With $265 billion in assets, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, Northwestern Mutual provides financial security to more than 4.5 million individuals who trust us for life, disability income, and long-term care insurance, as well as annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. Our wealth management company and investment services manage more than $125 billion of client assets.