Financial Advisor (Entry Level) - Training & Licensing Provided New York City- Northwestern Mutual
Purple Unicorn
Financial Advisor (Entry Level) – Training & Licensing Provided
New York City | Northwestern Mutual
Career changers encouraged to apply
Launch a career in financial services through a structured development program focused on relationship management, financial planning, and long-term practice growth. No prior finance experience is required—we provide comprehensive training, licensing support, mentorship, and ongoing professional development.
We'll Provide You with the Tools To:
- Build and maintain relationships with prospective and existing clients
- Conduct discovery meetings to understand financial goals and priorities
- Develop and present financial plans and recommendations
- Support clients with protection, wealth accumulation, and retirement planning
- Conduct ongoing client reviews and maintain long-term relationships
- Collaborate with internal teams across planning, investments, and operations
Training & Development
Our structured program is designed to support your transition into financial services and set you up for long-term success.
This includes:
- Licensing sponsorship
- Financial Planning Academy and national programs
- Weekly coaching and mentorship
- One-on-one development and joint work with other experienced advisors
- Ongoing education and career support
You'll also have access to internal teams that assist with planning, investments, operations, and client servicing.
Who Typically Succeeds
We welcome professionals from relationship-driven backgrounds, including:
- Sales, recruiting, or business development
- Hospitality, customer success, or education
- Real estate, consulting, or athletics
- Military or coaching backgrounds
We also look for individuals who are:
Entrepreneurial and growth-oriented
Strong communicators and relationship builders
Interested in long-term career development
Comfortable networking and engaging with clients
Motivated to help individuals and families plan their financial futures
Compensation & Growth
This role offers a performance-based compensation structure with multiple growth pathways, including:
- Financial support during training
- Incentives and bonuses
- Renewal income
- Leadership and advancement opportunities
- Multiple pensions and other retirement programs
Example performance ranges (not guaranteed/performance varies):
- Years 1–4: Avg $137K | Top 10% $534K
- 5+ Years: Avg $618K | Top 10% $2.4M
Location
Onsite – New York City
Ideal for professionals seeking a long-term career in financial services with structured training, mentorship, and development support.
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