Financial Advisor (Wealth Management Track)

We are seeking an eager, strategic, and definitive candidate to fill an open Financial Advisor Role that offers room for growth and a promising career. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.
Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
At our Midtown, Manhattan location, representatives and advisors strive to understand their client's goals and objectives in order to develop comprehensive solutions that will help their clients reach financial success.
We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision & goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Training, Licensing & Designations:Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Why Join Northwestern Mutual:Top 5 US Independent Broker-DealersUnsurpassed financial strength with total company assets of $366 billionFortune 500® company (June 2024)#1 Amongst Life Insurers Most Admired Companies for Financial SoundnessRecognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of ManagementForbes' Best Employers for Diversity
Perks at a Glance:Growth & Development - There are various paths within this career and we are devoted to helping each person grow personally, professionally, and financiallyCulture - 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. xzbcwsv Benefits - full comprehensive benefitsWork/life balance
Job Responsibilities:Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experienceCollaborate with our financial planning team, mentors, and specialists to develop tailored solutions and build personalized, holistic financial plans tailored to every client’s unique needsGrow relationships with clients to support them through every stage of lifeLead and maintain a life of continuing education to ensure your clients are getting your best
Compensation & Benefits:100% Commission - Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)Career launch stipend program eligibilityCommission structure design to support early developmentBonus Programs and Production Allowance eligibilitySupport for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP®Retirement Package and Pension PlanMedical, Dental, Vision, Life Insurance and Disability Income InsuranceParental benefits at every stage of family planning
Schedule:Monday - FridayFull-time, On Site
Ideal Candidates Have:4-year College Degree or higherLegal authorization to work in the US without sponsorshipResidence within (or planning to relocate to) a reasonable commuting distance to NY, NY, 10022Values of integrity and honestyA pleasant attitude and dependable judgmentEntrepreneurial ambitions and a strong sense of motivation and driveExcellent time-management, communication, and critical thinking skillsA history of success in relationship-building or client-facing rolesA basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary