Financial Advisor & Wealth Advisory

Northwestern Mutual is a leading financial services company, committed to providing personalized financial planning solutions tailored to uncover new opportunities and mitigate risks. With $400 billion in assets under management and over $1.8 trillion in life insurance protection, we serve more than 4.5 million clients nationwide. Our offerings include life, disability income, and long-term care insurance, annuities, brokerage, advisory, wealth management, trust services, and portfolio management.

Supported by a diverse and growing network of financial advisors and corporate teams in Milwaukee and New York, we are dedicated to fostering financial security for our clients.

Role Description

This is a full-time, on-site role for a Financial Advisor position based in New York, NY. The Financial Advisor will build trusted relationships with clients to provide tailored financial strategies, assist with financial planning and goal setting, and generate new client leads. Daily responsibilities include meeting with clients, evaluating their financial status, recommending wealth management solutions, and navigating retirement planning. The role also involves staying informed on market trends, maintaining financial records, and ensuring compliance with relevant regulations.

Lastly, candidates must have a strong desire for growing a business and engaging new clients.

Qualifications

• Excellent interpersonal and communication skills to build long-term client relationships
• Strong ability to connect, refer and prosect in a business development role