Financial Advisor Program

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.

Tri-Harbor is a unique firm. We're part of Northwestern Mutual, which allows us to offer full benefits, including a Pension. Yet every office of Northwestern Mutual is also distinct; with it's own culture, training, support and even compensation.

Tri-Harbor financial is built on the concept that all long-term relationships must have a foundation of trust and honesty. It starts with the recruiting process, and continues to our clients. We hire and train mostly career changers, to help our clients with their financial well being.

Financial Advisors at Tri-Harbor financial go through a rigorous training program, which includes taking exams and certifications. We'll sponsor and pay for the following licenses that you'll need:
Life & Health, SIE, Series 63, Series 6, Series 7, CLU, ChFC and CFP.

There are no prerequisites in finance or sales. We specialize in:
Wealth Management, Personal Planning Analysis, Asset & Income Protection, Education Funding, Retirement Solutions and Business Needs Analysis.

Pay structure is mostly commission based and includes:

• Renewable income
• Bonus programs and expense allowances
• Support for insurance licensing, SIE, Series 6, Series
  63, CFP®, and more
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance
• Family Planning

Requirements

• History of success in sales, athletics, military, client services, or client-facing roles
• Desire for continuous learning
• #1 Amongst Life Insurers Most Admired Companies for Financial Soundness
• Best Place to Work for LGBTQ+ Equality
  - Human Rights Campaign Corporate Equality Index
• $224 billion (retail investment client assets held or managed)

Midtown Manhattan office.