Financial Advisor

About the Role

As a Financial/Insurance Sales Advisor, you will prospect for clients and maintain ongoing relationships with individuals, families, and businesses. You will offer a diverse portfolio of financial products and services, including financial planning, investment strategies, risk management, and wealth management for high-net-worth clients. You will be the primary contact for clients and will have access to an experienced team of financial and investment specialists, as well as office support, to assist in delivering services.

Responsibilities

• Business Development: Establish relationships with new clients through leads, referrals, and calls.
• Meet with clients to discuss financial planning, including investment management and insurance.
• Coordinate with internal office teams to deliver customized financial plans and develop comprehensive solutions for clients' financial goals.
• Manage day-to-day client relationships and provide financial advisory services.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Legal authorization to work in the US without sponsorship.
• Experience in a client/customer-facing role (sales, client/investor relations, customer service, etc.).
• Excellent communication and interpersonal skills.
• Interest in the Financial Services sector.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills.

Prior financial services experience is *not* required, and recent graduates are encouraged to apply.

Education and Training

Our award-winning training programs provide the education, skill-building, and development strategies needed to succeed in building a financial planning practice focused on:

• Planning Experience
• Asset & Income Protection
• Education Funding
• Investment & Advisory Services
• Trust Services
• Retirement Solutions
• Business Needs Analysis

Work Location and Schedule

This position starts as onsite at our Midtown Manhattan offices, Monday – Friday, regular business hours. Candidates must live within commuting distance of our office or be able to relocate to the NYC metro area prior to start.

Pay

• Performance-based earnings: 100% commission-based, plus stipends and bonuses.
• Average first-year compensation: $61,000 – $110,000.
• Top 25% advisor annual earnings: $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years).

Benefits

• Medical, dental, and vision insurance.
• Pension plan.

About Northwestern Mutual

Northwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 160 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 company with over $325 billion in client assets under management and $28 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.