via LinkedIn
$70K - 80K a year
Build client relationships, create personalized financial plans, and manage clients' financial goals.
Bachelor's degree, strong communication skills, relationship-building experience, and motivation.
Northwestern Mutual is a leading financial services company that offers a unique opportunity to become a financial advisor at their midtown East location in NYC. The role involves building client relationships, creating personalized financial plans, and managing clients' financial goals while benefiting from extensive training and support. Responsibilities • 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 Skills • 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 Benefits • 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 Company Overview • Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments. It was founded in 1857, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 5001-10000 employees. Its website is https://www.northwesternmutual.com.
This job posting was last updated on 12/10/2025