Job title: Financial/Insurance Sales Advisor: Training Provided
As a Financial Advisor, you will prospect for clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients.
Responsibilities include:
– Business Development: establishing relationships with new clients through leads, referrals, and calls
– Meeting with clients to discuss financial planning, including investment management and insurance
– Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals
– Day-to-day client relationship management and financial advisory
Qualifications:
– Bachelor’s degree or equivalent work experience
– Legal authorization to work in the US without sponsorship
– 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
– History of success in relationship-building or client-facing roles
– Excellent time-management skills
– Strong communication skills
Prior financial services experience is *not* required, and recent graduates are also invited to apply.
Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
This position starts out as onsite at our Midtown Manhattan offices, Monday – Friday, regular business hours. Must live within commuting distance of our office or be able to relocate to the NYC metro area prior to start.
Compensation & Benefits
– Performance-based earnings and revenue1:
– Compensation is 100% commission-based, plus stipends and bonuses.*
– Average first-year Financial Advisor compensation for this office is $61,000 – $110,000.
- Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Benefits: Medical, dental, vision, and 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 $325 billion in client assets under management and $28 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide
