Emma of Torre.ai · 1 day ago
Wealth Management Advisor
New York, NY
Full-time
Hybrid
New Grad, Entry Level
$300,000/mo - $300,000/moEmma of Torre.ai is assisting Purple Unicorn Enterprises in finding a talented Wealth Management Advisor for their Midtown NYC office. The role involves empowering clients to achieve financial security through personalized financial planning and requires on-site presence initially for training and mentorship.
Staffing & Recruiting
No H1B
Responsibilities
You will empower clients to achieve financial security and build a rewarding career in NYC
Through a distinctive and holistic planning approach, Northwestern Mutual empowers clients to make the most of every day and plan for important moments in their future
You will partner with clients to create personalized financial plans that address a broad set of objectives, helping them protect what they have worked hard to achieve while also growing their assets for the future
The role requires on-site presence in the Midtown NYC office for at least the first few months of employment to ensure comprehensive training, mentorship, and integration into the culture of excellence
After this period, a transition to a hybrid and work-life balanced schedule is available
Qualification
Required
Bachelor's degree
Legal authorization to work in the U.S. (no visa sponsorship available)
Willingness to undergo a background check
Ability to commute to the Midtown NYC office within 1.5 hours
Willingness to work onsite for the first several months of employment
You are proficient in Sales, Investment analysis, Customer service, Client needs assessment, Business development
You are a novice in Wealth management, Financial planning
English - Conversational
Preferred
Financial licenses such as Life and Health, Series 6, 7, or 63, preferred but not required
Analytical thinking and ability to assess client needs
Strong verbal and written communication skills
Sales, presentation, and customer service skills
Organization, time management, and interpersonal skills
Experience in sales, business development, or client-facing roles
Experience working on commission-based compensation structures
Understanding of the fast-paced culture of Midtown Manhattan
Benefits
Commission structure designed to support early development.
Performance bonus program and production allowances.
Sponsorship for insurance licensing and Series exams, including SIE, Series 6, Series 63, and CFP®.
Comprehensive medical, dental, and vision coverage.
Group life and disability insurance.
Retirement package and pension plan.
Development stipends and expense allowances.
Leadership and director-level growth opportunities.
Direct mentorship and hands-on training.
Company
Emma of Torre.ai
At Torre.ai, we’re building a personal recruiter for everyone. And that's me, Emma.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase