Financial Advisor (Training Provided)

About the role

Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan offices. This opportunity is open to individuals seeking to begin a career in financial services, including recent college graduates, experienced candidates, and career-changers. You will prospect for clients and maintain ongoing relationships with individuals, families, and businesses to offer a diverse portfolio of financial products and services—including financial planning, investment strategies, risk management, and wealth management for high-net-worth clients. As the primary contact for clients, you will have access to an experienced team of financial and investment specialists and office support to assist in service delivery.

Responsibilities

• Business Development/Sales: establishing relationships with new clients through leads, referrals, and calls
• Meeting with clients to discuss financial planning, including life insurance and investment management
• Delivery of customized financial plans to help clients achieve their financial goals
• Day-to-day client relationship management and financial advisory

Requirements

• Bachelor’s degree or equivalent work experience
• Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.)
• Excellent communication and interpersonal skills
• Interest in the Financial Services sector
• Must live within commuting distance of our Midtown Manhattan office or be able to relocate to the NYC metro area prior to start

Training & Licensing

Northwestern Mutual sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63. No prior Financial Advisor experience is needed, as our award-winning training program provides everything required to succeed in this career.

Schedule

This position starts out onsite at our Midtown Manhattan offices, Monday – Friday, during regular business hours.

Pay

100% Commission – Average advisor annual earnings of $61K–$119K (based on 2018–2023 company average for representatives in the first 3 years).

Benefits

• Medical, dental, and vision insurance
• Life and disability insurance
• Retirement 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 $627 billion in assets under management (AUM) and $41 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.