Financial Advisor
About The Position
Northwestern Mutual is seeking a strategic and definitive Financial Advisor to help clients identify and achieve their financial goals through various planning services. The role involves utilizing Northwestern Mutual’s proprietary planning software to educate clients and deliver holistic financial plans, including investments, insurance, and annuities. This position offers the opportunity to become a business owner, allowing for flexibility in shaping one's workday and achieving uncapped earning potential through a performance-based compensation structure. Representatives and advisors at the Midtown, Manhattan location focus on understanding client goals to develop comprehensive solutions for financial success. The company supports entrepreneurial growth, allowing advisors to build their business in alignment with long-term visions, such as opening an office, joining a team, or becoming an advanced advisor. Northwestern Mutual is committed to continuous training and development, offering an award-winning curriculum for the first three years, insights from industry experts, client acquisition strategies, and access to a national network of tenured financial advisors.
Requirements
- Life/Accident & Health Certifications
- Securities Industry Essentials (SIE)
- Series 6
- Series 7
- Series 63
- 4-year College Degree or higher
- Legal authorization to work in the US without sponsorship
- Residence within (or planning to relocate to) a reasonable commuting distance to NY, NY, 10022
- Values of integrity and honesty
- A pleasant attitude and dependable judgment
- Entrepreneurial ambitions and a strong sense of motivation and drive
- Excellent time-management, communication, and critical thinking skills
- A history of success in relationship-building or client-facing roles
- A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
Responsibilities
- Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience
- Collaborate with our financial planning team, mentors, and specialists to develop tailored solutions and build personalized, holistic financial plans tailored to every client’s unique needs
- Grow relationships with clients to support them through every stage of life
- Lead and maintain a life of continuing education to ensure your clients are getting your best
Benefits
- room for growth and a promising career
- uncapped earning potential through a performance-based compensation structure
- continued training and development throughout your career
- award-winning curriculum designed to support your first three years in the business
- pre-payment/reimbursement for course tuition fees and books
- Growth & Development
- Culture - Be a part of our "work hard, play hard" office culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities.
- full comprehensive benefits
- Work/life balance
- 100% Commission
- Career launch stipend program eligibility
- Commission structure design to support early development
- Bonus Programs and Production Allowance eligibility
- Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP®
- Retirement Package and Pension Plan
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Parental benefits at every stage of family planning
- Pension plan
- Disability insurance
- Medical insurance
- Vision insurance
- Dental insurance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
