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Financial Planner - Training Provided

Financial Advisor/Wealth Management Advisor Career Description:Financial Advisor Role at Northwestern Mutual, New YorkWe are seeking an eager, strategic, and definitive candidates to fill an open Financial Advisor Role that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to helping others in a role that is very lucrative, and this sounds like a good fit, please apply!At our New York location representatives and advisors strive to understand their client's goals and dreams in order to develop comprehensive solutions that will help their clients reach financial success.Even if you have no previous finance experience, we will help nurture and develop your sales and planning talents! (Our training program = Training Magazine's "Training Top 125 Award" winner). You will be given the flexibility to build your own practice in an open architecture setting while receiving support and guidance from our firm's exceptional network of financial specialists, training and educational programs, and mentors.PERKS AT GLANCE• Flexibility - Have the ability to set your schedule and achieve work/life balance• Growth/Development - There are various paths within this career and we are devoted to helping each person grow personally, professionally, and financially• Culture - Be a part of our "work hard, play hard" office culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities.• Benefits - full comprehensive benefitsWhy 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 billion (retail investment client assets held or managed)Job Responsibilities:• Connecting with potential clients; being sensitive to their needs and true desires• Serve as the connection to clients and collaborate with our financial planning team, mentors, and specialists to develop tailored solutions• Training and guidance from our leadership team and enrollment in an individual mentorship programJob Qualifications:• 4-year College Degree or higher• Legal authorization to work in the US without sponsorship• A pleasant attitude and dependable judgment• Values of integrity and honesty• Excellent communicator and relationship builder• Ability to work independently with a self starter mindset• 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• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clientsCompensation is 100% commission. In addition, you may become eligible for the following benefits:• Commission structure to support early development• 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 PlanningJob Type: Full-timeAverage Income: $82,000.00 - $113,000.00 per yearBenefits:• 401(k)• Dental insurance• Flexible schedule• Health insurance• Vision insuranceSchedule:• Monday to FridayAbility to commute/relocate:• New York, NY 10022: Reliably commute or planning to relocate before starting work (Required)Experience:• Financial concepts: 1 year (Preferred)

Northwestern Mutual Glassdoor Company Review

3.9

Northwestern Mutual DE&I Review

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CEO of Northwestern Mutual

John E. Schlifske

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What You Should Know About Financial Planner - Training Provided, Northwestern Mutual

Are you ready to take your career to new heights as a Financial Planner at Northwestern Mutual in New York? We are looking for ambitious and strategic individuals who are passionate about helping clients navigate their financial journeys. As a Financial Planner, you'll have the extraordinary opportunity to build long-lasting relationships while guiding clients to meet their financial goals. Our comprehensive training program, recognized by Training Magazine’s ‘Training Top 125 Award’, ensures that you will gain the skills necessary to excel in this lucrative field, even if you’re entering the finance world for the first time! Your key responsibilities will involve connecting with clients to understand their unique needs and utilizing our expert financial planning team's resources to develop tailored solutions, whether it's estate planning, investment management, or retirement strategies. That's not all – we pride ourselves on offering a flexible work-life balance, an inclusive company culture, and numerous pathways for personal and professional growth. Join us at Northwestern Mutual, where you'll work hard and play hard as part of a diverse team dedicated to making a positive impact in people's lives. Plus, you’ll benefit from a commission structure that supports your early development and a robust package of insurance and retirement benefits. If you're ready to embark on a rewarding career as a Financial Planner, we would love to hear from you!

Frequently Asked Questions (FAQs) for Financial Planner - Training Provided Role at Northwestern Mutual

What are the responsibilities of a Financial Planner at Northwestern Mutual?

As a Financial Planner at Northwestern Mutual, your primary responsibility is to connect with potential clients to understand their financial needs and goals. You’ll work collaboratively with our financial planning team and specialists to develop customized solutions. Additionally, you will receive ongoing training and mentorship to support your career growth.