What are the responsibilities and job description for the Financial Advisor position at Northwestern Mutual?
Our NYC firm is growing and we are hiring a team of Financial Advisors.
Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools to help them get there. choose a career where improving someone else's life is rewarding for both you and them - personally, professionally and financially.
The advisor career with Northwestern Mutual allows one the opportunity to:
- Provide expert guidance and innovative solutions for the comprehensive planning needs of individuals, families and businesses in the areas of retirement planning, insurance and investments services, estate planning, business planning , education funding, and employee benefits,
- Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success.
- Maintain flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities.
- Develop a career with that provides the opportunity to improve the lives of people in our community coupled with substantial income potential.
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- 5 years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
