About the Job
Northwestern Mutual is looking for Financial Advisors for the Tri Harbor Financial Group located in Midtown, NY. This role consists of building a book of business, understanding, and analyzing the financial market to help your clients meet their financial goals, and networking with new and existing clients to develop a relationship, establish year to year goals, and renewal plans.
This is a full-time on-site role for a Financial Advisor at Northwestern Mutual in New York, NY.
Must be a US citizen or permanent resident.
What you will do:
- Prospecting clients through accessing your warm market, cold market, referrals, and networking events.
- Day to day customer inquiries, service requests, and financial concerns.
- Providing financial advisory services to clients in sectors of risk management, investments, and wealth management.
- Work closely with clients to understand their financial goals and develop a plan to help them achieve their goals.
- Financial Modeling, 2-step modeling, and financial planning
- Generate a book of business through warm and cold leads within your market.
- Client Relationship Management and renewals
Qualifications:
- Bachelor's Degree required in finance or related field preferred
- Must be a US citizen or permanent resident
- Knowledge/familiarity of Finance and Investments
- Strong management and organization skills
- Go-getter/self-starter mentality
- Excellent communication and interpersonal skills
- 0-5 years relevant experience in sales, business, financial planning, finance, retirement planning, and/or investments preferred
- Ability to work well in a team environment.
- Strong analytical and problem-solving skills
What to Expect:
- Sponsorship of any needed licensing and/or certification.
- Financial Planning Training
- Study material and coursework for licensing
- Experienced network of successful Financial Advisors who provide mentorship and guidance when developing your business.
Compensation:
- Benefits: Medical, Vision, Dental, 401k, and pension plan
- Commissions + stipends & bonuses
Average 1st year compensation: $60,000-90,000