Northwestern Mutual→
Financial Advisor - Training and Licensing Provided
Entry LevelOn-site
Location
Manhattan, NY
Salary
$60k–$110k/yr
Experience
Not specified
Posted
6 days ago
Skills
financial planninginvestment managementrisk managementwealth managementclient relationship managementsalescustomer service
Job Description
Summary: Northwestern Mutual is a leading financial services company that has been helping clients achieve financial security for over 165 years. They are seeking a Financial Advisor to prospect for clients and maintain ongoing relationships while offering a diverse portfolio of financial products and services, including financial planning and wealth management.
Responsibilities:
- 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
Required Qualifications:
- Bachelor's degree or equivalent work experience
- 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
- Must live within commuting distance of our office or be able to relocate to the NYC metro area prior to start
Required Skills: Financial planning, Investment management, Risk management, Wealth management, Client relationship management, Sales, Customer service
Benefits: Medical, Dental, Vision, Pension plan
Benefits
Medical
Dental
Vision
Pension plan