Financial Advisor- NYC

Company Description

Northwestern Mutual, a leader in financial security for over 160 years, helps families and businesses achieve financial freedom through a personalized, holistic approach. Managing billions in assets and revenues, we provide life insurance, investment, and advisory services. With a commitment to diversity and growth, we shape the future of financial security.

As a financial advisor, you will: 

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to every client’s unique needs
• Manage your client’s financial plans to help them achieve their goals 
• Grow relationships with clients to support them through every stage of life

Training, licensing & designations

Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. 

To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.  

Compensation & Benefits

• Performance-based earnings and revenue
• Additional income structure to support training and early development
• Renewal income earned for continued client support and policy management
• Bonus programs and expense allowances
• Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more 
• Certified Financial Planner® licensing support
• Fully company-funded retirement package and pension plan 
• Competitive and comprehensive medical, vision, and dental plans
• Life Insurance and Disability Income Insurance 
• Parental benefits at every stage of family planning #LI-Onsite

You could be right for this opportunity if you have: 

• Bachelor’s degree 
• Entrepreneurial ambitions to be a business owner 
• History of success in relationship-building or client-facing roles 
• Excellent time-management skills 
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong communicator
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship 

• Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.