Northwestern Mutual · 3 days ago
Wealth Management Advisor - Full Training & Development
NYC Metro Area
Full-time
Onsite
Entry Level
$55K/yr - $159K/yr
1+ years expNorthwestern Mutual is a leading financial services company dedicated to helping clients achieve financial security. As a Wealth Management Advisor, you will work with individuals and businesses to create customized financial strategies while benefiting from extensive training and development opportunities.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Lorella Quispe
Responsibilities
Make an impact on the community, people’s lives, and the communities you care for by providing paths to financial stability and peace of mind
Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications
Establish impactful networks in the community and learn how to authentically build referral connections
Develop and maintain long-term client relationships (our average client relationship is over 40 years)
Provide customized financial strategies and solutions through factfinding and holistic financial planning
Broaden and deepen your skillset through ongoing professional development and joint work – experiential learning
The opportunity to design your roadmap to leadership and specialized roles
Qualification
Required
Bachelor's (Required)
Location: New York, NY 10004 (Required)
Ability to Commute: New York, NY 10004 (Required)
Preferred
Professional Work: 1 year (Preferred)
Sales: 1 year (Preferred)
Benefits
Dental insurance
Employee assistance program
Employee discount
Financial planning services
Flexible schedule
Flexible spending account
Health insurance
Life insurance
Parental leave
Professional development assistance
Retirement plan
Vision insurance
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
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