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Northwestern Mutual · 3 hours ago

Entry Level Wealth Manager

New York, United States

Full-time

Onsite

New Grad, Entry Level

Northwestern Mutual is a leading financial services company that focuses on helping clients achieve financial security through personalized financial planning. As an Entry Level Wealth Manager, you will build a client base, educate clients on financial solutions, and manage client financial plans while leveraging extensive training and mentorship resources.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

No H1B

Responsibilities

Build —Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends

Educate —Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans

Influence — Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations

Own —Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs