Northwestern Mutual→
Entry-Level Financial Advisor - Midtown East
Entry LevelHybrid
Location
New York, NY
Salary
$137k–$250k/yr
Experience
Not specified
Posted
2 weeks ago
Skills
life/accident & health insurance licensingsecurities industry essentials (sie)series 6 licenseseries 7 licenseseries 63 licensefinancial planningcertified financial planner (cfp)entrepreneurshiprelationship-building
Job Description
Summary: Northwestern Mutual is a company that has been helping clients achieve their financial goals for over 165 years. They are seeking an Entry-Level Financial Advisor to start a business focused on client-building and financial planning, offering personalized financial solutions and support to clients.
Responsibilities:
- Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
- Build personalized, holistic financial plans tailored to every client’s unique needs
- Manage your client’s financial plans to help them achieve their goals
- Grow relationships with clients to support them through every stage of life
Required Qualifications:
- Bachelor's degree
- Entrepreneurial ambitions to be a business owner
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for continuous learning and collaboration
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
Required Skills: Life/Accident & Health Insurance Licensing, Securities Industry Essentials (SIE), Series 6 License, Series 7 License, Series 63 License, Financial Planning, Certified Financial Planner (CFP), Entrepreneurship, Relationship-building
Benefits: Fully company-funded retirement package and pension plan, Competitive and comprehensive medical, vision, and dental plans, Life Insurance and Disability Income Insurance, Parental benefits at every stage of family planning
Benefits
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning