Northwestern Mutual
Direct message the job poster from Northwestern Mutual
Managing Director | Holistic Financial Planner serving the medical community, professionals, and families around the country | Leading new advisors… Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. We offer personalized, holistic services, including insurance and investments, guiding clients through every financial decision with leading insights, technology, and digital-first experiences. Managing $265.0 billion in assets and with over 4.5 million clients, we provide life, disability, and long-term care insurance, annuities, advisory services, and wealth management solutions. Originally based in Milwaukee, WI, we are committed to diversity and the growth of our financial workforce nationwide and have offices in all 50 states.
Role Description
This is a full-time on-site role for a Financial Representative located in the Financial District of New York, NY. The Financial Representative will engage in daily client acquisition/outreach, financial planning, including developing financial strategies, and providing investment and retirement planning advice to clients that they onboard.
Qualifications
Experience in Financial Planning and Retirement Planning Preferred but not necessary
Excellent organization, self discipline required.
Excellent interpersonal and communication skills.
Ability to work on-site in New York, NY.
Bachelor’s degree in Finance, Business, Economics, or related field is preferred.
State Life, Accident, Health Required Pre-Training.
SIE, Series 6/7, Series 63 Sponsored (required within 1 year of contract)
Compensation and Benefits
1st Year Compensation based largely on un-capped commissions and activity-based incentives.
Pension based off of tenure and production.
Referrals increase your chances of interviewing at Northwestern Mutual by 2x
#J-18808-Ljbffr
Managing Director | Holistic Financial Planner serving the medical community, professionals, and families around the country | Leading new advisors… Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. We offer personalized, holistic services, including insurance and investments, guiding clients through every financial decision with leading insights, technology, and digital-first experiences. Managing $265.0 billion in assets and with over 4.5 million clients, we provide life, disability, and long-term care insurance, annuities, advisory services, and wealth management solutions. Originally based in Milwaukee, WI, we are committed to diversity and the growth of our financial workforce nationwide and have offices in all 50 states.
Role Description
This is a full-time on-site role for a Financial Representative located in the Financial District of New York, NY. The Financial Representative will engage in daily client acquisition/outreach, financial planning, including developing financial strategies, and providing investment and retirement planning advice to clients that they onboard.
Qualifications
Experience in Financial Planning and Retirement Planning Preferred but not necessary
Excellent organization, self discipline required.
Excellent interpersonal and communication skills.
Ability to work on-site in New York, NY.
Bachelor’s degree in Finance, Business, Economics, or related field is preferred.
State Life, Accident, Health Required Pre-Training.
SIE, Series 6/7, Series 63 Sponsored (required within 1 year of contract)
Compensation and Benefits
1st Year Compensation based largely on un-capped commissions and activity-based incentives.
Pension based off of tenure and production.
Referrals increase your chances of interviewing at Northwestern Mutual by 2x
#J-18808-Ljbffr