Financial Advisor

Description Financial Advisor - Mentorship Provided A career with Northwestern Mutual brings mutual success. When you bring your talent, hard work, and experience, we offer the training, mentorship, and resources to help you achieve your definition of success and discover your unlimited potential - in leadership, income, and community impact. Our financial professionals help clients reach their individual goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. A successful advisor has typically reached a ceiling and is looking for a career change where they can utilize and maximize their talents. We welcome individuals from diverse backgrounds who possess an entrepreneurial spirit, grit, motivation, are self-starters, and are looking to create an impact. Responsibilities •Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products •Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects •Design customized financial plans suitable for each client based on potential life changes and changing financial needs •Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications •Bachelor's Degree from a Four - Year Institution •Prior sales and/or business experience preferred •Possess a history of personal and professional success •Ability to commute to the NYC Metro Area and ability to work onsite in our NYC Office Location •Strong communication skills inclusive of networking capabilities

Created: 2024-11-02