Financial Advisor
Northwestern Mutual – NYC
Job Description As a Financial Representative you will build long‑lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. You will receive training, mentoring and access to resources and specialists who support you in providing: Comprehensive Financial Planning Personal Planning Analysis Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Employee & Executive Benefits Responsibilities Offer a personalized approach to customized solutions tailored to each client’s long‑term financial goals and objectives. Provide needs‑based analysis to help ensure the client’s needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long‑term care insurance, annuities and investments. Create a referral‑based practice to build your clientele. Benefits Top‑Ranked Training Program Competitive Benefits Package Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC) Personalized Mentorship from Top Advisors and Industry Leaders Unlimited Earning Potential Qualifications Bachelor’s degree from a four‑year institution Strong interpersonal and networking skills Self‑starter and highly motivated 2 years of client‑facing experience History of high achievement demonstrated by rapid growth and consistent, measurable results Track record of outperforming peers Ability to develop lasting, meaningful relationships and influence others EEO Statement All your information will be kept confidential according to EEO guidelines. #J-18808-Ljbffr Northwestern Mutual – NYC
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Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office- Job Description One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Borough Park, NY. The Financial Advisor (FA) role is a three-year program with a forgivable draw, designed for experienced financial advisors or planners...Full time
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...relationships, uncovering client needs, and delivering tailored financial solutions. This individual will play a key role in expanding... ...tailored to individual client needs Collaborate with external advisors (CPAs, estate planning attorneys, etc.) to deliver holistic...Full timeWork at officeRelocationMonday to FridayFlexible hoursAfternoon shift
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