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Northwestern Mutual · 5 days ago

Entry Level Wealth Management Advisor

New York, NY

Full-time

Onsite

New Grad, Entry Level

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. They are seeking an Entry Level Wealth Management Advisor to engage in client acquisition, financial planning, and provide investment and retirement planning advice. The role is full-time and located in the Financial District of New York, NY.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Hiring Manager

Brian Fitzpatrick

Responsibilities

Engage in daily client acquisition/outreach

Financial planning, including developing financial strategies

Providing investment and retirement planning advice to clients that they onboard

Qualification

Financial PlanningRetirement PlanningSales MindsetBachelor’s in FinanceState Life InsuranceSIE CertificationCommunication SkillsOrganizational Skills

Required

Excellent organization, self discipline required

Sales/Entrepreneurial Mindset

Excellent interpersonal and communication skills

Ability to work on-site in New York, NY

State Life, Accident, Health Required Pre-Training

SIE, Series 6/7, Series 63 Sponsored (required within 1 year of contract)

Preferred

Experience in Financial Planning and Retirement Planning Preferred but not necessary

Bachelor's degree in Finance, Business, Economics, or related field is preferred

Benefits

Health, Vision, Dental

Pension based off of tenure and production.

Company

Northwestern Mutual

Glassdoor3.9

Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Founded in 1857

Milwaukee, Wisconsin, USA

5001-10000 employees

https://www.northwesternmutual.com

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2020 (1)