Entry Level Financial Advisor

Job Description

Job Description

Benefits:

• Retirement
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Start Your Career Where Your Effort Determines Your Success

We're building our next generation of financial advisors from the ground up in Poughkeepsie, NY — and we're looking for driven, coachable people ready to learn a business where your income reflects your effort, not your tenure.

Our Mission
Our mission is to build enduring relationships that inspire financial security. We take a holistic approach to insurance and investments to provide comprehensive financial planning — supported by a best-in-class advisor platform and an experienced mentorship program built specifically to help new advisors succeed early.

We're also proud to support our local community through Alex's Lemonade Stand Foundation, The Children's Home of Poughkeepsie, and the Poughkeepsie Foodbank.

See it for yourself : Culture video | Culture video 2

What You'll Be Doing:

• Learning to build comprehensive financial plans covering investments, insurance, and retirement
• Meeting with clients to understand their goals and recommend tailored solutions
• Growing your own network through referrals, community involvement, and mentorship
• Working toward required licenses (Series 6, 63, and state insurance licenses) full training and sponsorship provided
• Completing our Culture Index assessment as part of the interview process

What You'll Need:

• A 4-year college degree (required)
• No prior finance experience necessary — we'll train you from day one
• Strong communication skills and genuine curiosity about people
• A competitive, self-motivated mindset

Compensation & Growth : This role is 100% performance based — your income potential grows directly with your results, with no cap on what you can earn. You'll also get:

• A dedicated mentor and planning team from day one
• Ongoing training and sponsorship for licenses and advanced certifications
• A clear path to increased responsibility as you build your practice

About Northwestern Mutual: Northwestern Mutual is a FORTUNE 500® company providing financial services to more than 5 million people. Founded in Wisconsin in 1857, it operates as a mutual company — accountable to policy owners, not Wall Street shareholders. The company provides insurance, investment, and financial planning solutions built around one goal: helping clients achieve real financial security. In 2024, FORTUNE® named Northwestern Mutual one of the "World's Most Admired Companies."

Office Location: 2515 South Road, 2nd Floor, Poughkeepsie, NY 12601

Meet the Team You'll Be Learning From:

Kevin Caccomo — Managing Director & Wealth Management Advisor, CFP®, ChFC®, CLU®, RICP®
  With Northwestern Mutual since 2012, Kevin has built his career helping clients achieve financial security through personalized planning. He’s passionate about creating memories with his family, especially outdoor adventures and trips to Disney, and has a deep appreciation for travel.

James Wong — Financial Advisor/Growth & Development Director
James joined the firm in 2020 after a career that took him from competitive baseball through professional coaching. He's now dedicated to mentoring the newest advisors on the team.

William Brammer —   Financial Advisor/Growth & Development Director
William started as an intern in 2016, became a full-time advisor in 2017, and now leads development for new advisors entering the firm — the same role you'd be stepping into.

Alyssa Marchinek — Director of Selection
Alyssa connects driven, relationship-focused people with meaningful career opportunities, and would love to talk with you about whether this is the right fit.

Johnny Crawford — Director of Selection
Johnny has served as Director of Selection at Northwestern Mutual for the past nine months, connecting talented individuals with rewarding career opportunities. He's licensed in Life, Accident, & Health Insurance with over three years of client service experience.

If you're early in your career and looking for a role where your work ethic — not your resume — determines how far you go, apply today.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kevin Caccomo is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.