Wealth Management Advisor Track | The Tri-Harbor Financial Group - NYC
Through a distinctive and holistic planning approach, Northwestern Mutual Financial Advisors/ Wealth Management Advisors empower clients to make the most of every single day and plan for important moments in their future. They combine licensed expertise with a personalized digital experience to help clients navigate their financial lives through a wide range of financial planning services.
Our advisors help clients pursue their financial goals by serving as a sounding board and accountability partner, and periodically adapt the plan to keep up with client's changing circumstances. And with more than half of Americans believing their financial planning has gaps, a career with Northwestern Mutual provides abundant opportunities to contribute towards meeting those needs.
You'll partner with clients by creating personalized financial plans that address a broad set of client objectives. Through our industry-leading solutions, you'll help them protect what they've worked so hard to achieve while also growing their assets for the future.
Desired Skills and Experience: • Bachelor's degree and/or career changer • Analytical thinking skills and the ability to assess client needs • Excellent verbal and written communication skills • Effective sales, presentation, and customer service skills • Good organization and time management skills • Strong interpersonal skills
We want individuals with different backgrounds and work experience, including but not limited to: • Financial management, investments, insurance, and financial services • Executive leadership • Sales, business development, or relationship management • Former athletes • Military background
A career with Northwestern Mutual not only provides outstanding income potential but will provide you with the opportunity to impact the lives of others in a professional setting that emphasizes and values relationships and integrity.
Additionally, Northwestern Mutual is committed to offering its Financial and Wealth Management Advisors a comprehensive compensation and benefits program which includes: • Exceptional Income Potential • Leadership and Director Level Opportunities • Sponsorship of Licensing/Credentialing (Series 6/7, 63, SIE, Life Accident and Health, CFP, CFA, CLU, ChFC, RICP and others) • Development Stipends • Expense Allowances • Renewals/ Residual Income • Comprehensive Medical Coverage • Retirement Package; Pension Plan • Group Life and Disability Insurance
Devotion to its policy owners has led Northwestern Mutual through nearly 165 years of industry success with accolades including: • #97 on Fortune 500 • Fortune's 2022 "World's Most Admired Companies" • Top 10 U.S Independent Broker-Dealer by Financial Planning Magazine • Top 125 Companies for Training & Development • Named one of the "50 Best Places to Launch a Career" by Business Week Magazine
Northwestern Mutual has always received the highest possible financial strength ratings from the four major ratings agencies with total company assets of $335 billion: • Moody's Investors Service: AAA • A.M. Best Company: A++ • Fitch Ratings: AAA • S&P Global Ratings: AA+
Compensation is 100% commission. In addition, you may become eligible for the following benefits: • Commission structure to support early development • Bonus Programs and Production Allowance • Sponsorship for insurance licensing, SIE, Series 6, Series 63, CFP® • Retirement Package and Pension Plan • Medical, Dental, Vision, Life Insurance, Disability Income Insurance and Family Planning
Check out this video: https://careers.northwesternmutual.com/training-development-introduction/