Entry - Level Financial Advisor

We are seeking eager, strategic, and definitive individuals to fill an entry-level financial representative position that offers room for growth and a promising job outlook.

On a typical day, you will be responsible for prospecting for clients, providing them with solutions and information about available products, maintaining a client book, and communicating with the company's Management Team about clients' needs.

This is great for someone who is self-driven and looking to work in a dynamic environment, has a passion for helping people, and is looking to grow professionally while benefiting from a competitive compensation package.

This job is a Commission-Based opportunity.

We provide help with licensing, and training with our tenured team members and we will provide you a stipend during your training time!

Job Type : Full-time

Compensation package :

• Bonus opportunities
• Commission pay

Weekly schedule :

• Monday to Friday
• Weekends as needed
Work setting :
• In-person
• In-person
• In the field
• Office

Ability to commute in New York, NY 10017 : Reliably commute

Compensation :

$81,000 at plan yearly

Responsibilities :

• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Serve as a collaborative team player willing to further development through continued training opportunities
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

Qualifications :

• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Bachelor's (Preferred)
• Sales : 2 years (Preferred)
• We provide help with licensing, training and you'll get a stipend during your training

About Company

Northwestern Mutual has been helping families and businesses achieve financial security for 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident.

We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.

75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions.

The company holds more than $200 billion of client assets as a part of its wealth management and investment services.