Financial Advisor

Job Description

SEAKING ROCHESTER NY FINANCIAL PLANNER

About the job

Northwestern Mutual: Rochester, NY is seeking 3-4 new Financial Advisors to join our growing practice.

Northwestern Mutual is a financial services firm helping clients achieve financial security for over 160 years now. We’re in a people business—and in today’s world, people need financial planning more than ever.

About the Financial Advisor role: Financial industry experience and financial degree are NOT required—our top advisors come from all backgrounds! Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business, finance, and entrepreneurism.

Responsibilities :

·        Provide expert guidance and innovative solutions for the financial planning needs of individuals and businesses in the areas of retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.

·        Obtain company-sponsored state insurance licenses (215, SIE, Series 6 and Series 63).

·        Prospecting, networking and finding referrals to identify and pursue potential clients while maintaining a strong client base.

·        Maintain compliance with all rules and regulations in the financial industry.

·        Participate in weekly coaching, training, and development meetings.

CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?

\n
• Many people find their calling in financial services after working in other industries. This position is a great fit for professionals with the following characteristics:
\n
• You know how to connect with people, building personal, trusted relationships.
\n
• Financial planning is interesting to you, and you have the motivation to learn and continue your education.
\n
• You’re ready to earn more for your hard work.
\n
• You have had past success in sales, athletics, military, client services, or client facing roles
\n

Pay range and compensation package : This career is primarily performance and commission based allowing you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $82,000 in their first year, and there is potential for much more. I NCOME GROWTH OPPORTUNITY: Year 1 | $82,000 - $100,000 Year 3 | $125,000 - $200,000 Year 5 |$230,000 - $340,000 Year 10 | $350,000+

Your compensation package includes:

·        Uncapped commission

·        Paid training/stipend

·         Bonuses/fees/benefits package

·        Residual and renewal recurring income based on a 97% client retention rate

Benefits:

·        Company paid/sponsored licensing: 215 life/health/annuities, SIE, Series 6, Series 63, CFP®, and more

·        Comprehensive medical/dental/vision insurance

·        Retirement package and fully funded pension plan

·        Life and disability insurance

·        Health care and dependent care reimbursement accounts

·        Family Planning / Adoption Assistance

·        Leadership opportunities and career growth

Qualifications :

·        Required: legally authorized to work in the United States (we don’t offer visa sponsorship at this time) and must live in ROCHESTER, NY (we don’t offer relocation package).

·        This role requires company sponsored licensing and contracting, which includes clearing a criminal and civil background check.

·        This role involves handling client assets and sensitive financial information. Ideally no pending bankruptcies or unresolved financial obligations—including past-due balances over $25,000, that can impact your ability to fulfill the responsibilities of the role.