Tri-Harbor Financial Group ยท 1 week ago
Wealth Management Advisor (Training Provided)
Greater Boston
Full-time
Onsite
New Grad, Entry Level
$60K/yr - $110K/yrTri-Harbor Financial Group, part of Northwestern Mutual, is seeking Wealth Management Advisors to help clients achieve their financial goals. The role involves creating personalized financial plans and providing ongoing support as clients' needs evolve.
Financial Services
Hiring Manager
Cole Neelon
Responsibilities
Partner with clients by creating personalized financial plans built on their unique needs and desires
Help clients protect their assets and grow them for the future
Qualification
Required
4-year College Degree
Candidate must be an accomplished communicator with strong verbal and written skills
Preferred
Prior sales and/or business experience
Strong interpersonal management skills
Self-starter who is motivated to become an executive
Personal success and professional success
Financial management, insurance, and financial services experience
Executive leadership experience
Community influencers experience
Former athletes experience
Military background
Benefits
Commission Based Pay Package
Exceptional Income Potential
Leadership Opportunities
Sponsorship of Licensing/Credentialing
Development Stipends
Expense Allowance
Comprehensive Medical Coverage
Retirement Package; Pension Plan
Company
Tri-Harbor Financial Group
In 2023, four successful Northwestern Mutual district offices in Braintree, MA; Wellesley, MA; Providence, RI; and Midtown NYC merged to create what is now the largest Northwestern Mutual office in the country: the Tri-Harbor Financial Group.
New York, New York, NY, US
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bridget O'Brien
Chief Marketing Officer
Company data provided by crunchbase