Financial Advisor

Company: Northwestern Mutual
Location: New York
Posted on: March 12, 2025

Job Description:

OverviewBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs AnalysisNorthwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.ResponsibilitiesAs a financial advisor, you will:

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to every client's unique needs
• Manage your client's financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of lifeQualificationsYou could be right for this opportunity if you have:
  • Bachelor's degree
  • Entrepreneurial ambitions to be a business owner
  • History of success in relationship-building or client-facing roles
  • Excellent time-management skills
  • Desire for continuous learning and collaboration
  • Proficient critical thinking skills
  • Strong communicator
  • Strong sense of motivation and drive
  • Legal authorization to work in the US without sponsorshipPay RangeUSD $61,000.00 - USD $250,000.00 /Yr.
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Keywords: Northwestern Mutual, New York , Financial Advisor, Accounting, Auditing , New York, New York