Financial Advisor (Entry Level) - NYC Madison Avenue jobs in United States
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Northwestern Mutual · 11 hours ago

Financial Advisor (Entry Level) - NYC Madison Avenue

Northwestern Mutual is a leading financial services company that has been providing innovative financial planning for over 165 years. They are seeking entry-level Financial Representatives who will build client relationships and offer personalized financial solutions with the support of comprehensive training and resources. This role involves educating clients, influencing their financial decisions, and managing their financial plans effectively.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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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

Qualification

Financial PlanningClient Relationship ManagementSales SkillsEntrepreneurial MindsetCommunication SkillsTime ManagementBusiness SavvyInterest in Financial LiteracyContinuous Learning

Required

College senior or recent graduate
Legal authorization to work in the US without sponsorship
Entrepreneurial mindset and ambition
Curiosity for sales
Highly involved on campus (leader, campus orgs, student government, etc.)
Desire for continuous learning
Excellent time-management and communication skills
Interest in financial literacy and planning tools
Business savvy

Benefits

Dental insurance
Financial planning services
Flexible schedule
Health insurance
Life insurance
Referral program
Retirement plan
Vision insurance

Company

Northwestern Mutual

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

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase