Financial Advisor / Wealth Management Advisor Trainee jobs in United States
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Northwestern Mutual · 7 hours ago

Financial Advisor / Wealth Management Advisor Trainee

positionManhattan, NY
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$61K/yr - $250K/yr

Northwestern Mutual is a leading financial services company seeking an eager candidate for the Financial Advisor role. The position involves helping clients identify and achieve their financial goals through comprehensive planning services and building a client base.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
badNo H1Bnote

Responsibilities

Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience
Collaborate with our financial planning team, mentors, and specialists to develop tailored solutions and build personalized, holistic financial plans tailored to every client’s unique needs
Grow relationships with clients to support them through every stage of life
Lead and maintain a life of continuing education to ensure your clients are getting your best

Qualification

Life/Accident & Health CertificationsSecurities Industry Essentials (SIE)Series 64-year College DegreeEntrepreneurial ambitionsPleasant attitudeDependable judgmentCommunication skillsCritical thinking skillsTime-management skillsRelationship-building experience

Required

4-year College Degree or higher
Legal authorization to work in the US without sponsorship
Residence within (or planning to relocate to) a reasonable commuting distance to NY, NY, 10022
Values of integrity and honesty
A pleasant attitude and dependable judgment
Entrepreneurial ambitions and a strong sense of motivation and drive
Excellent time-management, communication, and critical thinking skills
A history of success in relationship-building or client-facing roles
A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

Benefits

Career launch stipend program eligibility
Commission structure design to support early development
Bonus Programs and Production Allowance eligibility
Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP®
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning

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.
dateFounded in 1857
location
Milwaukee, Wisconsin, USA
people-size5001-10000 employees
web-link
https://www.northwesternmutual.com

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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Recent News

PR Newswire
Northwestern Mutual tops industry in Financial Soundness, Quality of Products and Services, Long-Term Investment Value and more on FORTUNE's latest list of the "World's Most Admired" Companies
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
Where Northwestern Mutual has outgrown a 150-person office
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
Northwestern Mutual relocating 150-person Mendota Heights office to Bloomington for growth
2026-01-17
Company data provided by crunchbase