Financial Advisor Trainee
: Job Details :


Financial Advisor Trainee

Northwestern Mutual

Location: All cities,NY, USA

Date: 2024-04-18T15:25:16Z

Job Description:

Financial Advisors at Northwestern Mutual s Midtown NYC Office help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day.

Here, hard work pays off.

Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:

Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis

As a Northwestern Mutual Financial Advisor:

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.

Compensation & Benefits

Pay structure is mostly commission based but includes:

Renewable income

Bonus programs and expense allowances

Support for insurance licensing, SIE, Series 6, Series63, CFP , and more

Retirement Package and Pension Plan

Medical, Dental, Vision, Life Insurance and Disability Income Insurance

Family Planning

You could be right for this opportunity if you have:

4-year degree; or equivalent professional work experience

Entrepreneurial ambitions

History of success in sales, athletics, military, client services, or client-facing roles

Excellent time-management skills

Desire for continuous learning

Compensation is 100% commission. In addition, you may become eligible for the following benefits:

  • Commission structure to support early development
  • Paid training
  • Bonus programs and Production Allowance
  • Support for insurance licensing, SIE, Series 6, Series 63, CFP
  • Retirement Package and Pension Plan
  • Medical, Dental, Vision, Life Insurance and Disability Income Insurance
  • Family Planning

Legal authorization to work in the US without future sponsorship

Are you ready to change your life and the lives of your clients? Apply now!

About Us

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies insurance, investments, and annuities built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Planners are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone s different view points bring new successes!

Why join Northwestern Mutual:

#90, Fortune 100 company(2021)

Forbes' Best Employers for Diversity (2018-2020)

Top 10 US Independent Broker-Dealers1

#1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness

Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

$224 billion3 (retail investment client assets held or managed)

1 Ranking for Northwestern Mutual Investment Services,LLC. Sources: FinancialAdvisor magazine and InvestmentNews, April 2021.

2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria.Details at fortune.com

3 Combined clientassets of NMIS and NMWMC as of June 30, 2021

  • Northwestern Mutua lFinancial Representatives are Independent Contractors whose income is based solely on production.

Apply Now!

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