Location: New York,NY, USA
Wealth Management Advisor Track | The Tri-Harbor Financial Group - NYC
Through a distinctive and holistic planning approach, Northwestern Mutual Financial Advisors/ Wealth Management Advisors empower clients to make the most of every single day and plan for important moments in their future. They combine licensed expertise with a personalized digital experience to help clients navigate their financial lives through a wide range of financial planning services.
Our advisors help clients pursue their financial goals by serving as a sounding board and accountability partner, and periodically adapt the plan to keep up with client s changing circumstances. And with more than half of Americans believing their financial planning has gaps, a career with Northwestern Mutual provides abundant opportunities to contribute towards meeting those needs.
You ll partner with clients by creating personalized financial plans that address a broad set of client objectives. Through our industry-leading solutions, you ll help them protect what they ve worked so hard to achieve while also growing their assets for the future.
Desired Skills and Experience:
Bachelor s degree and/or career changer
Analytical thinking skills and the ability to assess client needs
Excellent verbal and written communication skills
Effective sales, presentation, and customer service skills
Good organization and time management skills
Strong interpersonal skills
We want individuals with different backgrounds and work experience, including but not limited to:
Financial management, investments, insurance, and financial services
Executive leadership
Sales, business development, or relationship management
Former athletes
Military background
A career with Northwestern Mutual not only provides outstanding income potential but will provide you with the opportunity to impact the lives of others in a professional setting that emphasizes and values relationships and integrity.
Additionally, Northwestern Mutual is committed to offering its Financial and Wealth Management Advisors a comprehensive compensation and benefits program which includes:
Exceptional Income Potential
Leadership and Director Level Opportunities
Sponsorship of Licensing/Credentialing (Series 6/7, 63, SIE, Life Accident and Health, CFP, CFA, CLU, ChFC, RICP and others)
Development Stipends
Expense Allowances
Renewals/ Residual Income
Comprehensive Medical Coverage
Retirement Package; Pension Plan
Group Life and Disability Insurance
Devotion to its policy owners has led Northwestern Mutual through nearly 165 years of industry success with accolades including:
#97 on Fortune 500
Fortune s 2022 World s Most Admired Companies
Top 10 U.S Independent Broker-Dealer by Financial Planning Magazine
Top 125 Companies for Training & Development
Named one of the 50 Best Places to Launch a Career by Business Week Magazine
Northwestern Mutual has always received the highest possible financial strength ratings from the four major ratings agencies with total company assets of $335 billion:
Moody s Investors Service: AAA
A.M. Best Company: A++
Fitch Ratings: AAA
S&P Global Ratings: AA+
Compensation is 100% commission. In addition, you may become eligible for the following benefits:
Commission structure to support early development
Bonus Programs and Production Allowance
Sponsorship for insurance licensing, SIE, Series 6, Series 63, CFP
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance, Disability Income Insurance and Family Planning