Financial Advisor with Competitive Drive

Northwestern Mutual - Buffalo District•Town of Amherst, NY
•$70,000 - $95,000•Onsite

About The Position

Northwestern Mutual's Buffalo District is looking for current and former athletes ready to channel their competitive drive, discipline, and team mentality into building a career and a practice of their own in financial services. As a Financial Advisor, you'll work with clients to understand their financial needs and build personalized strategies to protect their assets, income, and long-term security. You'll regularly review and update client plans to reflect changing circumstances, and grow your practice through referrals, community involvement, and professional networking.

Requirements

  • Bachelor's degree in finance, business, or a related field preferred, but not required
  • Prior experience in insurance, financial services, or business development is helpful but not mandatory
  • Strong interpersonal and communication skills, with the ability to build lasting client relationships
  • Backgrounds in competitive, business-development-oriented fields welcomed — including athletics, medical devices, education, logistics, solar, payroll services, tech business development, real estate, and auto rental
  • Willingness to obtain required state insurance licenses — training provided, sponsorship considered

Responsibilities

  • Meet with clients to assess their financial protection and planning needs
  • Design and implement tailored financial strategies
  • Regularly review and update client financial plans and insurance policies
  • Build a client network through referrals, community involvement, and professional associations
  • Complete required training and obtain applicable state insurance licenses (support and sponsorship provided)

Benefits

  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
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