Financial Advisor: Wealth Management Track

Northwestern Mutual is looking for Financial Advisors for the Tri Harbor Financial Group located in Midtown, NY. This role consists of building a book of business, understanding and analyzing the financial market to help your clients meet their financial goals, and networking with new and existing clients to develop a relationship, establish year to year goals, and renewal plans.

This is a full-time on-site role for a Financial Advisor at Northwestern Mutual in New York, NY.

Must be a US citizen or permanent resident

What you will do:

• Prospecting clients through accessing your warm market, cold market, referrals, and networking events
• Day to day customer inquiries, service requests, and financial concerns.
• Providing financial advisory services to clients in sectors of risk management, investments, and wealth management.
• Work closely with clients to understand their financial goals and develop a plan to help them achieve their goals.
• Financial Modeling, 2-step modeling, and financial planning
• Generate a book of business through warm and cold leads within your market.
• Client Relationship Management and renewals

Qualifications:

• Bachelor's Degree Required
• Bachelor's degree in finance or related field preferred
• Must be a US citizen or permanent resident
• Knowledge/familiarity of Finance and Investments
• Strong management and organization skills
• Go-getter/self-starter mentality
• Excellent communication and interpersonal skills
• 3-5 years relevant experience in sales, business, financial planning, finance, retirement planning, and/or investments preferred
• Ability to work well in a team environment.
• Strong analytical and problem-solving skills

What to Expect:

• Sponsorship of any needed licensing and/or certification.
• Financial Planning Training
• Study material and coursework for licensing
• Experienced network of successful Financial Advisors who provide mentorship and guidance when developing your business.

Compensation:

• Benefits: Medical, Vision, Dental, 401k, and pension plan
• Commissions + stipends & bonuses

Average 1st year compensation: $60,000-80,000