Financial Advisor- Training Provided

Financial Advisor Track | The Tri-Harbor Financial Group - NYC

We are currently looking to add 2–3 highly motivated individuals to our team at The Tri-Harbor Financial Group in NYC. Whether you're an experienced professional seeking a new challenge or a successful career changer looking for greater ownership over your future, we'd love to connect. This opportunity is designed for individuals with a strong work ethic, an entrepreneurial mindset, and a genuine desire to help others while building a rewarding and meaningful career. You'll work directly with Andrew Feigenbaum as your Director and Mentor, receiving hands-on coaching, training, and support as you develop your practice and grow professionally. If you're driven, coachable, and excited by the opportunity to build a successful business while making a positive impact in people's lives, we encourage you to apply.

As a Financial Advisor, you will develop new client relationships and provide ongoing guidance to individuals, families, and businesses through a diverse portfolio of financial solutions, including financial planning, investment management, insurance, and wealth management services for high-net-worth clients. As the primary point of contact for your clients, you will have access to an experienced team of financial and investment specialists, as well as dedicated office support, to help deliver exceptional service and customized financial solutions.

Training & Development

No prior financial services experience is required. Many of our most successful advisors came from careers outside of financial services. We provide comprehensive training and ongoing professional development. The Training & Development Program includes a three-week training class where you will be introduced to our portfolio of financial products and services and learn effective strategies and practices for early success. Following training, you'll work closely with Andrew as your Director and Mentor. In addition to ongoing coaching, accountability and support, Andrew will personally introduce you to many of the top advisors in the system so you can learn from their experience, collaborate with them, and accelerate your growth.

Desired Skills and Experience:

· Bachelor's degree preferred; successful career changers are encouraged to apply

· Analytical thinking skills and the ability to assess client needs

· Excellent verbal and written communication skills

· Effective sales, presentation, and customer service skills

· Good organization and time management skills

· Strong interpersonal skills

We want individuals with different backgrounds and work experience, including but not limited to:

· Financial management, investments, insurance, and financial services

· Executive leadership

· Sales, business development, or relationship management

· Athletics or competitive sports

· Military service

· Real estate

Compensation is commission-based plus :

· Bonus Programs (especially in early development)

· Renewable income opportunities beginning in the second year

· Expense allowance, training allowance, various stipends

· Sponsorship of Licensing/Credentialing (Series 6/7, 63, SIE, Life Accident and Health, CFP, CFA, CLU, ChFC, RICP and others)

· Retirement Package and Pension Plan

· Medical, Dental, Vision, Life Insurance, Disability Income Insurance and Family Planning

(Average annual earnings during an advisor's first four years are $137,000/yr. Advisors with five or more years of experience earn an average of $618,000 annually.)

About Northwestern Mutual:

Northwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 170 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 100 company with over $627 billion in assets under management and $41 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

· Fortune’s 2022 “World’s Most Admired Companies”

· Top 10 U.S. Independent Broker-Dealer

· Top 125 Companies for Training & Development

· Named one of the “50 Best Places to Launch a Career” by Business Week Magazine

About Andrew Feigenbaum:

Andrew Feigenbaum is a Growth & Development Director and Financial Advisor at The Tri-Harbor Financial Group and a proud career changer himself. Before joining Northwestern Mutual, Andrew spent 16 years in the music industry, where he developed a passion for building relationships, helping others succeed, and creating opportunities for growth. Seeking a career that would allow him to make a more meaningful impact on people's lives while enjoying greater flexibility and work-life balance, Andrew transitioned to financial services and has never looked back

Born and raised in New Rochelle, NY, Andrew now lives nearby with his family and remains deeply connected to the local community and University of Wisconsin alumni (Go Badgers!). As a Director and Mentor, he has helped dozens of advisors launch and grow successful practices, many of whom came from backgrounds outside of financial services. Andrew believes that character, work ethic, coachability, and a genuine desire to help others are far more important than industry experience.

Known for his hands-on leadership style, Andrew is committed to being available for his team every step of the way. Whether it's helping advisors navigate challenges, develop new skills, meet prospective clients, or build confidence in their business, he takes pride in providing the support, coaching, and accountability needed for long-term success. His goal is simple: help motivated individuals build rewarding careers while making a meaningful difference in the lives of their clients and their families.

We are seeking a small number of motivated individuals who are committed to personal growth, professional excellence, and making a positive impact. If that sounds like you, we'd welcome the opportunity to connect, learn more about your goals, and discuss whether The Tri-Harbor Financial Group may be the right fit for your next career move.

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