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Financial Advisor
Financial AdvisorNorthwestern Mutual - Madison Ave • New York, NY, US
Financial Advisor

Financial Advisor

Northwestern Mutual - Madison Ave • New York, NY, US
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Compensation : 101000

Responsibilities :

  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • 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

Qualifications :

  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Though not required, a valid FINRA Series 7 & 63 / 66 license is considered a plus
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

    • About Company

    What We Offer :

  • Career Development : The opportunity to build and manage your career with the backing of a trusted, established company.
  • Comprehensive Training : Extensive training programs are designed to equip you with the expertise required to succeed.
  • Competitive Compensation : A robust compensation package, including significant performance-based bonuses, allowing top representatives to achieve substantial earnings.
  • Professional Growth : Continuous opportunities for development and career advancement within a supportive, success-driven environment.
  • Comprehensive Benefits : Health insurance, retirement plans, and additional benefits to support your personal and professional well-being.
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