Wealth Management Associate at Northwestern Mutual in New York, New York

Posted in Other 3 days ago.

Type: full-time





Job Description:

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/
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