Northwestern Mutual · 13 hours ago
Wealth Mgmt Advisor Trainee
NYC Metro Area
Full-time
Onsite
New Grad, Entry Level
$70K/yr - $110K/yrNorthwestern Mutual has been helping individuals, families and businesses achieve financial security for over 160 years. They are seeking a Wealth Management Advisor Trainee to begin a career in financial services, focusing on client relationships and offering a diverse portfolio of financial products and services.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
John Fitzgerald, J.D.
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
Required
Bachelor's degree or equivalent work experience
Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.)
Excellent communication and interpersonal skills
Interest in the Financial Services sector
Benefits
Medical
Dental
Vision
Pension plan
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-22
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2026-01-17
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