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Northwestern Mutual · 2 hours ago

Financial Advisor Trainee

New York, NY

Full-time

Onsite

New Grad, Entry Level

$60K/yr - $80K/yr

Northwestern Mutual is a Fortune 500 company that has been helping individuals, families, and businesses achieve financial security for over 165 years. They are seeking a Financial Advisor to prospect for clients and maintain ongoing relationships, offering a diverse portfolio of financial products and services including financial planning and wealth management.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Hiring Manager

Brian Farrell

Responsibilities

Business Development: establishing relationships with new clients through leads, referrals, and calls

Meeting with clients to discuss financial planning, including investment management and insurance

Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals

Day-to-day client relationship management and financial advisory

Qualification

Client relationship managementFinancial planningSales experienceCommunication skillsInterest in Financial Services

Required

Bachelor's degree or equivalent work experience

Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.)

Excellent communication and interpersonal skills

Interest in the Financial Services sector

Benefits

Medical

Dental

Vision

Pension plan

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)