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Northwestern Mutual

Northwestern Mutual

via LinkedIn

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Wealth Management Advisor: Training Provided

New York, NY
Full-time
Posted 12/8/2025
Verified Source
Key Skills:
Financial advising
Client relationship management
Sales and presentation skills
Financial literacy

Compensation

Salary Range

$40K - 70K a year

Responsibilities

Create personalized financial plans and advise clients on financial goals and strategies.

Requirements

Bachelor's degree, strong communication, interpersonal, and organizational skills, and relevant background in finance or related fields.

Full Description

Wealth Management Advisor Trainee - The Tri-Harbor Financial Group - NYC Through a distinctive and holistic planning approach, Northwestern Mutual Financial Advisors/ Wealth Management Advisors empower clients to make the most of every single day and plan for important moments in their future. They combine licensed expertise with a personalized digital experience to help clients navigate their financial lives through a wide range of financial planning services. Our advisors help clients pursue their financial goals by serving as a sounding board and accountability partner, and periodically adapt the plan to keep up with client’s changing circumstances. And with more than half of Americans believing their financial planning has gaps, a career with Northwestern Mutual provides abundant opportunities to contribute towards meeting those needs. You’ll partner with clients by creating personalized financial plans that address a broad set of client objectives. Through our industry-leading solutions, you’ll help them protect what they’ve worked so hard to achieve while also growing their assets for the future. Desired Skills and Experience: · Bachelor’s degree and/or career changer · Analytical thinking skills and the ability to assess client needs · Excellent verbal and written communication skills · Effective sales, presentation, and customer service skills · Good organization and time management skills · Strong interpersonal skills We want individuals with different backgrounds and work experience, including but not limited to: · Financial management, investments, insurance, and financial services · Executive leadership · Sales, business development, or relationship management · Former athletes · Military background A career with Northwestern Mutual not only provides outstanding income potential but will provide you with the opportunity to impact the lives of others in a professional setting that emphasizes and values relationships and integrity. Additionally, Northwestern Mutual is committed to offering its Financial and Wealth Management Advisors a comprehensive compensation and benefits program which includes: · Exceptional Income Potential · Leadership and Director Level Opportunities · Sponsorship of Licensing/Credentialing (Series 6/7, 63, SIE, Life Accident and Health, CFP, CFA, CLU, ChFC, RICP and others) · Development Stipends · Expense Allowances · Renewals/ Residual Income · Comprehensive Medical Coverage · Retirement Package; Pension Plan · Group Life and Disability Insurance Devotion to its policy owners has led Northwestern Mutual through nearly 165 years of industry success with accolades including: · #97 on Fortune 500 · Fortune’s 2022 “World’s Most Admired Companies” · Top 10 U.S Independent Broker-Dealer by Financial Planning Magazine · Top 125 Companies for Training & Development · Named one of the “50 Best Places to Launch a Career” by Business Week Magazine Northwestern Mutual has always received the highest possible financial strength ratings from the four major ratings agencies with total company assets of $335 billion: · Moody’s Investors Service: AAA · A.M. Best Company: A++ · Fitch Ratings: AAA · S&P Global Ratings: AA+ Compensation is 100% commission. In addition, you may become eligible for the following benefits: · Commission structure to support early development · Bonus Programs and Production Allowance · Sponsorship for insurance licensing, SIE, Series 6, Series 63, CFP® · Retirement Package and Pension Plan · Medical, Dental, Vision, Life Insurance, Disability Income Insurance and Family Planning

This job posting was last updated on 12/10/2025

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