Entry - Level Financial Advisor
We are seeking eager, strategic, and definitive individuals to fill an entry-level financial representative position that offers room for growth and a promising job outlook. On a typical day, you will be responsible for prospecting for clients, providing them with solutions and information about available products, maintaining a client book, and communicating with the company's Management Team about clients' needs. This is great for someone who is self-driven and looking to work in a dynamic environment, has a passion for helping people, and is looking to grow professionally while benefiting from a competitive compensation package. This job is a Commission-Based opportunity.
We provide help with licensing, and training with our tenured team members and we will provide you a stipend during your training time!
Job Type: Full-time
Benefits:
401(k)
Dental Insurance
Health insurance
Life insurance
Compensation package:
Bonus opportunities
Commission pay
Weekly schedule:
Monday to Friday
Weekends as needed
Work setting:
In-person
In the field
Office
Ability to commute in New York, NY 10017: Reliably commute
Compensation:
$81,000 at plan yearly Responsibilities: Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Serve as a collaborative team player willing to further development through continued training opportunities Support clients progress toward their financial goals through strategic product, plan, and investment recommendations Gather and assess each clients financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Qualifications: Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Bachelor's (Preferred) Sales: 2 years (Preferred) We provide help with licensing, training and you'll get a stipend during your training
About Company
Northwestern Mutual has been helping families and businesses achieve financial security for 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.
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