Talent.com
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]
[job_preview.job_type]
  • [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.
    • [job_alerts.create_a_job]

    Financial Advisor • New York, NY, US

    [internal_linking.similar_jobs]
    Financial Advisor

    Financial Advisor

    Ameriprise Financial • Saddle Brook, NJ, United States
    [job_card.full_time] +1
    Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal r...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor - NY

    Financial Advisor - NY

    Vensure Employer Services • New York, NY, United States
    [job_card.full_time]
    This includes offering guidance on investments, retirement planning, insurance, taxes, and estate planning.They start by understanding your short and long-term financial goals and then create a pla...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor - Centralized, Brooklyn, NY

    Financial Advisor - Centralized, Brooklyn, NY

    Santander Bank • Brooklyn, NY, United States
    [job_card.full_time]
    Financial Advisor - Centralized, Brooklyn, NY.Country : United States of America.Santander is a global leader and innovator in the financial services industry. We believe that our employees are our g...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Lee Nolan & Koroghlian LLC • Saddle Brook, NJ, United States
    [job_card.full_time]
    At Lee, Nolan, and Koroghlian we have a strong intrinsic need for safety and security.It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Amalgamated Bank • New York, NY, United States
    [job_card.full_time]
    The job of the Vice President Financial Advisor at Amalgamated Bank is to successfully offer financial products and services in a bank or office environment to commercial and retail prospects, with...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    Traphagen CPAs & Wealth Advisors • Oradell, NJ, United States
    [job_card.full_time]
    Traphagen CPAs & Wealth Advisors is a growing CPA firm located in Oradell, NJ seeking a Financial Advisor to join our award-winning team. This position is within the wealth management division of th...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Private Client Financial Advisor

    Private Client Financial Advisor

    Citizens • Brooklyn, NY, United States
    [job_card.full_time]
    Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveri...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual • New York, NY, United States
    [job_card.full_time]
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor - Bedford / Stuyvesant

    Financial Advisor - Bedford / Stuyvesant

    TD Securities • New York, NY, United States
    [job_card.full_time]
    Brooklyn, New York, United States of America.The Financial Advisor (FA) role is a three-year program with a forgivable draw, designed for financial advisors or planners who will provide financial p...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor In Training (Remote Licensing)

    Financial Advisor In Training (Remote Licensing)

    Right Hire Consulting LLC • New York, NY, United States
    [filters.remote]
    [job_card.full_time]
    Are you in need of a drastic career change? Have you always had a love for finance and investing? Looking for a solid job and just can't seem to find the right profession? We can guarantee you job ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor - Centralized, Brooklyn, NY

    Financial Advisor - Centralized, Brooklyn, NY

    Santander US • Brooklyn, NY, United States
    [job_card.full_time]
    Financial Advisor - Centralized, Brooklyn, NY.Country : United States of America.Santander is a global leader and innovator in the financial services industry. We believe that our employees are our g...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Wealth Advisor

    Senior Wealth Advisor

    Prudential Financial • Paramus, NJ, United States
    [job_card.full_time]
    We are seeking an Experienced Financial Advisor to join our team.The ideal candidate will provide financial guidance to clients based on their financial situation and goals, helping them make infor...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Financial Advisor

    Senior Financial Advisor

    Norman Alex • New York, NY, United States
    [job_card.full_time]
    About the job Senior Financial Advisor.We are recruiting for a top tier advisor / team in the greater NYC market.If you are looking for an opportunity to work in a brokerage environment, with the bac...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    Cathay Bank - Headquarters • New York, NY, United States
    [job_card.full_time]
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • New York, NY, United States
    [job_card.full_time]
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    TradeJobsWorkforce • 10040 New York, NY, US
    [job_card.full_time]
    Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    Provision People • New York, NY, United States
    [job_card.full_time]
    We are seeking Financial Advisors and Wealth Advisors with experience with Life Insurance, Annuities, and Investments, who are looking for strong transition packages and the ability to service thei...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor - New York City Metro

    Financial Advisor - New York City Metro

    Thrivent Financial • New York, NY, United States
    [job_card.full_time]
    Financial Advisor - New York City Metro page is loaded • •Financial Advisor - New York City Metro • • • •Financial Advisor - New York City Metro • •locationsNY - NYCNY - BrooklynNY - Queens time typeFu...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]