Financial Advisor: Wealth Management Track

Northwestern Mutual is looking for Financial Advisors for the Tri Harbor Financial Group located in Midtown, NY. This role consists of building a book of business, understanding and analyzing the financial market to help your clients meet their financial goals, and networking with new and existing clients to develop a relationship, establish year to year goals, and renewal plans.This is a full-time on-site role for a Financial Advisor at Northwestern Mutual in New York, NY.Must be a US citizen or permanent residentWhat you will do:Prospecting clients through accessing your warm market, cold market, referrals, and networking eventsDay to day customer inquiries, service requests, and financial concerns.Providing financial advisory services to clients in sectors of risk management, investments, and wealth management.Work closely with clients to understand their financial goals and develop a plan to help them achieve their goals.Financial Modeling, 2-step modeling, and financial planningGenerate a book of business through warm and cold leads within your market.Client Relationship Management and renewalsQualifications:Bachelor's Degree RequiredBachelor's degree in finance or related field preferredMust be a US citizen or permanent residentKnowledgefamiliarity of Finance and InvestmentsStrong management and organization skillsGo-getterself-starter mentalityExcellent communication and interpersonal skills3-5 years relevant experience in sales, business, financial planning, finance, retirement planning, andor investments preferredAbility to work well in a team environment.Strong analytical and problem-solving skillsWhat to Expect:Sponsorship of any needed licensing andor certification.Financial Planning TrainingStudy material and coursework for licensingExperienced network of successful Financial Advisors who provide mentorship and guidance when developing your pensation:Benefits: Medical, Vision, Dental, 401k, and pension planCommissions + stipends & bonusesAverage 1st year compensation: $60,000-80,000

Created: 2024-10-19