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Financial Advisor/Wealth Management Advisor Career Description: Financial Advisor Role at Northwestern Mutual, New York We are seeking an eager, strategic, and definitive candidates to fill an open Financial Advisor Role 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 helping others in a role that is very lucrative, and this sounds like a good fit, please apply! At our New York location representatives and advisors strive to understand their client's goals and dreams in order to develop comprehensive solutions that will help their clients reach financial success. Even if you have no previous finance experience, we will help nurture and develop your sales and planning talents! (Our training program = Training Magazine's "Training Top 125 Award" winner). You will be given the flexibility to build your own practice in an open architecture setting while receiving support and guidance from our firm's exceptional network of financial specialists, training and educational programs, and mentors. PERKS AT GLANCE <ul> <li>Flexibility - Have the ability to set your schedule and achieve work/life balance</li> <li>Growth/Development - There are various paths within this career and we are devoted to helping each person grow personally, professionally, and financially</li> <li>Culture - Be a part of our "work hard, play hard" office culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities.</li> <li>Benefits - full comprehensive benefits</li> </ul> Why join Northwestern Mutual: <ul> <li>#90, Fortune 100 company (2021)</li> <li>Forbes' Best Employers for Diversity (2018-2020)</li> <li>Top 10 US Independent Broker-Dealers1</li> <li>#1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness</li> <li>Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)</li> <li>$224 billion (retail investment client assets held or managed)</li> </ul> Job Responsibilities: <ul> <li>Connecting with potential clients; being sensitive to their needs and true desires</li> <li>Serve as the connection to clients and collaborate with our financial planning team, mentors, and specialists to develop tailored solutions</li> <li>Training and guidance from our leadership team and enrollment in an individual mentorship program</li> </ul> Job Qualifications: <ul> <li>4-year College Degree or higher</li> <li>Legal authorization to work in the US without sponsorship</li> <li>A pleasant attitude and dependable judgment</li> <li>Values of integrity and honesty</li> <li>Excellent communicator and relationship builder</li> <li>Ability to work independently with a self starter mindset</li> <li>A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary</li> <li>Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients</li> </ul> Compensation is 100% commission. In addition, you may become eligible for the following benefits: <ul> <li>Commission structure to support early development</li> <li>Bonus programs and Production Allowance</li> <li>Support for insurance licensing, SIE, Series 6, Series 63, CFP®</li> <li>Retirement Package and Pension Plan</li> <li>Medical, Dental, Vision, Life Insurance and Disability Income Insurance</li> <li>Family Planning</li> </ul> Job Type: Full-time Average Income: $82,000.00 - $113,000.00 per year Benefits: <ul> <li>401(k)</li> <li>Dental insurance</li> <li>Flexible schedule</li> <li>Health insurance</li> <li>Vision insurance</li> </ul> Schedule: <ul><li>Monday to Friday</li></ul> Ability to commute/relocate: <ul><li>New York, NY 10022: Reliably commute or planning to relocate before starting work (Required)</li></ul> Experience: <ul><li>Financial concepts: 1 year (Preferred)</li></ul>

Northwestern Mutual

Private Wealth Management Advisor Trainee

Financial Representative/ Financial Advisor - Northwestern Mutual Wealth Management Company Our advisors help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. No prior industry experience is needed. Compensation &amp; Benefits · Commission structure to support early development · Renewable income · Bonus programs and expense allowances · Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more · Retirement Package and Pension Plan · Medical, Dental, Vision, Life Insurance and Disability Income Insurance · Family Planning You could be right for this opportunity if you have: · 4-year degree; or equivalent professional work experience · Entrepreneurial ambitions · History of success in sales, athletics, military, client services, or client-facing roles As a Northwestern Mutual Financial Advisor: Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs. Are you ready to change your life and the lives of your clients? Apply now! <a href="https://www.northwesternmutual.com/" target="_blank">https://www.northwesternmutual.com/</a> <a href="https://www.northwesternmutual.com/office/tx/austin/87693249/" target="_blank">https://www.northwesternmutual.com/office/tx/austin/87693249/</a> <a href="https://www.youtube.com/watch?v=tar1BSa7Gaw" target="_blank">https://www.youtube.com/watch?v=tar1BSa7Gaw</a>

Financial Representative/ Financial Advisor - Austin, TX

Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan offices. Reporting to the Managing Director of the New York office, this is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates and career-changers. As a Financial Advisor, you will prospect for clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients. Responsibilities include: Business Development: establishing relationships with new clients through leads, referrals, and calls Meeting with clients to discuss financial planning, including investment management and insurance Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals Day-to-day client relationship management and financial advisory Qualifications: Bachelor’s degree or equivalent work experience Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.) Excellent communication and interpersonal skills Interest in the Financial Services sector Prior financial services experience is *not* required, and recent graduates are also invited to apply. Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential. Whether you are a recent graduate ready to embark on a career in Financial Services or are an experienced candidate seeking a career change or a new challenge, this is an excellent opportunity to thrive in the world of risk management, investments, and wealth management. Our award-winning training program provides you with everything you need to know to succeed in this career, so no prior Financial Advisor experience is needed. This position starts out as onsite at our Midtown Manhattan offices, Monday – Friday, regular business hours. Must live within commuting distance of our office or be able to relocate to the NYC metro area prior to start. *Compensation is 100% commission-based, plus stipends and bonuses.* Average first-year Financial Advisor compensation for this office is $80,000 - $110,000. Benefits: Medical, dental, vision, and pension plan. About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for over 165 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 company with over $335 billion in client assets under management and $38 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

Entry Level Financial Advisor

<h2>At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.</h2> Primary Duties and Responsibilities<ul> <li>Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment.</li> <li>Works on becoming proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a Specialized area.</li> <li>Researches and evaluates possible solutions to semi-complex problems that requires identifying root cause and some deviations from procedures.</li> <li>Takes ownership of calls and begins to anticipate future issues to avoid repeat calls and unnecessary call transfers.</li> <li>De-escalates client experience situations.</li> <li>Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.</li> <li>Embraces new technology, educates clients and Financial Representatives on our client website and self-service capabilities and understands risks and impacts that the transaction has on the client or policy.</li> <li>Embraces change by keeping an open mind to new ideas and readily adjusts to new or changing processes.</li> <li>Embraces continuous improvement by identifying opportunities for improvement.</li> <li>Fosters a professional relationship with our clients to enhance brand loyalty.</li> <li>Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.</li> <li>Multi-tasks between phone and casework/transactional duties with the high degree of accuracy and quality.</li> </ul>Qualifications<ul> <li>Associate's degree in business or related field or equivalent combination of education and experience.</li> <li>Minimum of 1-year related customer service experience with proven customer service skills.</li> <li>Basic understanding of specialized products and/or markets (i.e. DI, Whole Life, Universal Life, etc.).</li> <li>Basic understanding of risk products or processes.</li> <li>Basic understanding of financial planning.</li> <li>Strong written and verbal communication skills.</li> <li>Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy.</li> <li>Strong organization skills with the ability to prioritize tasks.</li> <li>Ability to welcome change and embrace continuous improvement in a fast-paced work environment.</li> <li>Strong problem-solving skills and ability to provide options.</li> <li>A strong desire to continuously learn and improve.</li> <li>Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages.</li> <li>Ability to navigate multiple systems and applications to complete standard requests such as NM Connect, CSS, Five9/Verint, etc.</li> <li>Successful completion of any required testing.</li> </ul> Compensation Range: Pay Range - Start:$20.11Pay Range - End:$30.16Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click <a href="http://careers.northwesternmutual.com/pay-transparency/" target="_blank">here</a> for additional information relating to location-based pay structures. <h2>Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now!</h2> We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click <a href="http://careers.northwesternmutual.com/pay-transparency/" target="_blank">here</a> for information pertaining to compensation and benefits.

Specialized Client Care Srvcs Rep

<h2>At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.</h2> SummaryDirect and manage the operations of an Underwriting unit through the recruitment, selection, training, development, motivation, and salary administration of underwriter staff. Specifically, oversee/coordinate division workflow and manage Underwriting projects, customer service initiatives, work efforts and risk analysis of underwriters, with the goal of ensuring a customer-centered communication focus at the agency level. Participate, coordinate or independently lead complex projects to include major system and process improvement initiatives in the Underwriting Department. Serve as communication liaison/resource, providing technical problem resolution with field management, agents, company management, other companies and insurance departments regarding underwriting concerns and issues. Develop, implement, and monitor customer service standards for agency-level staff. Primary Duties &amp; Responsibilities<ul> <li>People Leadership and Management</li> <li>Plan, direct, and coordinate the activities of an Underwriting unit - maintaining departmental service standards and objectives with favorable mortality experience and persistency at the lowest possible net cost.</li> <li>Supervise and direct the work activities and risk analysis of underwriters.</li> <li>Perform all aspects of performance management and career development through goal setting, ongoing assessment and coaching.</li> <li>Responsible for the development of underwriters through the referral process, individual instruction, case audits, and classroom instruction.</li> <li>Coordinate and implement new underwriting guidelines, practices, and procedures.</li> <li>Operational/Project Management:</li> <li>Participate, coordinate or independently lead complex projects to include major system and process improvement initiatives in the Underwriting Department.</li> <li>Provide leadership to all aspects of these systems and process improvements including workflow, process changes and systems development initiatives.</li> <li>Act as a liaison to other insurance operations departments when implementing initiatives.</li> <li>Execute change management and communication plans.</li> <li>Develop, implement, and monitor customer service standards for the Field Force.</li> <li>Initiate communication to address and resolve technical problems with field management.</li> <li>Recommend and implement improved service strategies/standards to address work efficiencies.(i.e. divisional workflow roles/responsibilities; work area layout/workflow).</li> <li>Coordinate designs, and deliver field visitations programs and videoconference to improve Home Office/Field relationships and to communicate New Business practices and changes.</li> <li>Manage the budget for respective unit.</li> <li>Technical Leadership/Escalation Point.</li> <li>Respond to complex/sensitive customer service complaints and questions in compliance with the National Association of Insurance Commission guidelines.</li> </ul> Qualifications<ul> <li>Bachelors' degree and/or an equivalent combination of education or progressively responsible work experience.</li> <li>Track record of obtaining results.</li> <li>Demonstrated skills in relationship building, planning and directing work, decision-making, communication, and change management.</li> <li>Strong project management skills with the ability to lead or manage departmental projects or process improvement initiatives.</li> <li>Strong interest in people development with competence in staff selection, assignment, training, development, motivation and recognition.</li> <li>Superior communication skills with the proven ability to build trusted relationships and successfully negotiate issues with the field, policy owners, and employees.</li> <li>Minimum of seven years of operational experience preferred.</li> <li>Experience may include people management experience, Lead Underwriter Consultant, training development of underwriters at all levels resulting in performance improvements.</li> <li>Previous life underwriting experience preferred.</li> </ul> Compensation Range: Pay Range - Start:$92,750.00Pay Range - End:$172,250.00Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click <a href="http://careers.northwesternmutual.com/pay-transparency/" target="_blank">here</a> for additional information relating to location-based pay structures. <h2>Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now!</h2> We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click <a href="http://careers.northwesternmutual.com/pay-transparency/" target="_blank">here</a> for information pertaining to compensation and benefits.

Life Underwriting Manager

<h2>At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.</h2> The Income and Maturity Services Department (IMS) is a vital part of our organization, focused on delivering seamless support for converting accumulated funds into guaranteed income streams. Job Description: This position supports our field teams and clients with their income disbursement and policy maturity needs. Team members work closely with financial representatives, client service specialists, and internal departments to ensure smooth transitions from accumulation to payout phases. Responsibilities include processing various income conversion transactions, managing maturity options such as lump-sum or annuitized payouts, and addressing customer inquiries related to income and maturity services. Primary Duties and Responsibilities <ul> <li>Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment</li> <li>Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work.</li> <li>Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures</li> <li>Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers</li> <li>Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries.</li> <li>Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.</li> <li>Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy.</li> <li>Understands how systems connect to processes and outcomes.</li> <li>Drives change and embraces continuous improvement by creating processes and provisions to accommodate change.</li> <li>Fosters a professional relationship with our clients to enhance brand loyalty</li> <li>Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards</li> <li>Adept at shifting work priorities to meet the needs of the business and customer demand.</li> </ul> Qualifications <ul> <li>Associates degree in business or related field or equivalent combination of education and experience</li> <li>Minimum of 2 years related customer service experience with proven customer service skills</li> <li>Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets)</li> <li>A basic understanding of tax implications</li> <li>Advanced written and verbal communication skills</li> <li>Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy</li> <li>Strong organization skills with the ability to prioritize tasks.</li> <li>A strong desire to continuously learn and improve</li> <li>Strong problem-solving skills and ability to provide options</li> <li>Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages</li> </ul> #LI-Hybrid This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Required Certifications:Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start:$21.35Pay Range - End:$32.02Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click <a href="http://careers.northwesternmutual.com/pay-transparency/" target="_blank">here</a> for additional information relating to location-based pay structures.<h2>Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now! </h2>We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click <a href="http://careers.northwesternmutual.com/pay-transparency/" target="_blank">here</a> for information pertaining to compensation and benefits.

Registered Client Care Srvcs Rep (S6/63) - IMS - Remote

<h2>At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.</h2> Job Description Primary Duties and Responsibilities <ul> <li>Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment</li> <li>Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work.</li> <li>Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures</li> <li>Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers</li> <li>Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries.</li> <li>Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.</li> <li>Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy.</li> <li>Understands how systems connect to processes and outcomes.</li> <li>Drives change and embraces continuous improvement by creating processes and provisions to accommodate change.</li> <li>Fosters a professional relationship with our clients to enhance brand loyalty</li> <li>Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards</li> <li>Adept at shifting work priorities to meet the needs of the business and customer demand.</li> </ul> Qualifications <ul> <li>Associates degree in business or related field or equivalent combination of education and experience</li> <li>Minimum of 2 years related customer service experience with proven customer service skills</li> <li>Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets)</li> <li>A basic understanding of tax implications</li> <li>Advanced written and verbal communication skills</li> <li>Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy</li> <li>Strong organization skills with the ability to prioritize tasks.</li> <li>A strong desire to continuously learn and improve</li> <li>Strong problem-solving skills and ability to provide options</li> <li>Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages</li> </ul> #LI-Remote This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Required Certifications:Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start:$21.35Pay Range - End:$32.02Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click <a href="http://careers.northwesternmutual.com/pay-transparency/" target="_blank">here</a> for additional information relating to location-based pay structures.<h2>Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now! </h2>We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click <a href="http://careers.northwesternmutual.com/pay-transparency/" target="_blank">here</a> for information pertaining to compensation and benefits.

7 Northwestern Mutual Jobs