Entry Level Financial Advisor

Northwestern Mutual - Poughkeepsie•City of Poughkeepsie, NY

16h•$80,000 - $125,000•Onsite

About The Position

This entry-level Financial Advisor role is based in Poughkeepsie, New York. The advisor learns to create comprehensive financial plans that include investments, insurance, and retirement planning; meets with clients to understand their goals and recommend tailored solutions; and builds a client network through referrals, community involvement, and mentorship. No prior finance experience is necessary, and training is provided from day one. The role includes working toward Series 6, Series 63, and state insurance licenses, with training and sponsorship provided. Candidates also complete a Culture Index assessment as part of the interview process. Compensation is 100% performance based, with uncapped income potential tied to results. Advisors receive a dedicated mentor and planning team, ongoing training and sponsorship for licenses and advanced certifications, and a path to increased responsibility as they build their practice.

Requirements

A four-year college degree.
Strong communication skills and genuine curiosity about people.
A competitive, self-motivated mindset.

Responsibilities

Learn to build comprehensive financial plans covering investments, insurance, and retirement.
Meet with clients to understand their goals and recommend tailored solutions.
Grow a personal network through referrals, community involvement, and mentorship.
Work toward Series 6, Series 63, and state insurance licenses.
Complete a Culture Index assessment as part of the interview process.