If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals, then perhaps this is the opportunity you ve been waiting for!
Northwestern Mutual is looking for Financial Advisors for the Tri Harbor Financial Group located in Midtown, NY. This role consists of building a book of business, understanding and analyzing the financial market to help your clients meet their financial goals, and networking with existing clients to develop the relationship, establish year to year goals, and renewal plans.
What you will do:
This is a full-time on-site role for a Financial Advisor at Northwestern Mutual in New York, NY. The Financial Advisor will be responsible for:
- Day-to-day tasks associated with financial planning, finances, retirement planning, and investments.
- Providing financial advisory services to clients.
- Work closely with clients to understand their financial goals and develop a plan to help them achieve those goals.
- Financial Modeling
- Generate a book of business through warm and cold leads within your market.
- Client Relationship Management and renewals
Qualifications:
- Bachelor's Degree Required
- Bachelor's degree in finance or related field is preferred
- Must be a US citizen or permanent resident
- Knowledge/familiarity of Finance and Investments
- Strong management and organization skills
- Go-getter/self-starter mentality
- Excellent communication and interpersonal skills
- 3-5 years relevant experience in sales, business, financial planning, finance, retirement planning, and/or investments preferred
- Ability to work well in a team environment.
- Strong analytical and problem-solving skills
What to Expect:
- Sponsorship of any needed licensing and/or certification.
- FPA Training
- Study material and coursework for licensing
- Experienced network of successful Financial Advisors who provide mentorship and guidance when developing your business.
Compensation:
- Benefits: Medical, Vision, Dental, 401k, and pension plan
- Commissions + stipends & bonuses
- Average 1st year compensation: $80,000 - $100,000