Wealth Management Advisor

Are you ready to transform lives and create lasting impact through innovative financial planning? Northwestern Mutual, we're more than advisors; we're partners in progress and change-makers in people's financial journeys. Join our extraordinary team and help clients turn their dreams into reality through our distinctive and holistic planning approach.Why Tri-Harbor Financial | Northwestern Mutual?Empowerment & Expertise:We blend licensed expertise with personalized digital experiences, guiding clients through every financial milestone. As an advisor, you'll serve as both a sounding board and accountability partner, continuously adapting plans to match changing circumstances.Impact & Opportunity:With over half of Americans feeling gaps in their financial planning, your role at Tri-Harbor, partnered with Northwestern Mutual, is critical in meeting those pressing needs. Embrace the chance to shape secure and prosperous futures for our clients!What You'll Do:Partner with clients to craft personalized financial plans that align with a wide array of client objectives.Utilize our industry-leading solutions to safeguard client assets while fostering growth.Regularly update plans to reflect clients' evolving situations and goals.Required Skills:Bachelor's DegreeAnalytical thinking skills with the ability to assess and understand client needs.Excellent verbal and written communication skills.Effective sales, presentation, and customer service skills.Strong organization and time management skills.Stellar interpersonal skills to build lasting client relationships.What We Offer:Pathways to leadership and director-level positions within Northwestern Mutual's framework.Comprehensive compensation, including bonus opportunities, commission pay, and profit-sharing.Sponsorship for licensing and credentials (Series 6/7, 63, SIE, CFP, CFA, CLU, ChFC, RICP, and more).Supportive benefits: 401(k), health insurance, dental insurance, vision insurance, life insurance, health savings account, development stipends, expense allowances, renewal/residual income, and tuition reimbursement.Our Accolades:111 on Fortune 500Fortune's 2022 "World's Most Admired Companies"Top 10 U.S Independent Broker-Dealer by Financial Planning MagazineTop 125 Companies for Training & DevelopmentBusiness Week's "50 Best Places to Launch a Career"Job Type: Full-timeCompensation: $78,500.00 - $105,000.00 per yearWork Location: Hybrid Remote in New York, NY 10022Relocate before starting work (Required)Ready to make a difference and advance your career? Apply today and become a part of a team committed to excellence and client success at Northwestern Mutual!

Created: 2025-01-11