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Northwestern Mutual · 5 hours ago

Wealth Management Advisor

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

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

Financial PlanningInvestment StrategiesRisk ManagementClient Relationship ManagementSales ExperienceCustomer ServiceInterest in Financial ServicesCommunicationInterpersonal Skills