Northwestern Mutual
Experienced Financial Advisor
Northwestern Mutual, New York, New York, us, 10261
Description
Financial Advisor - Experienced Career-Changer (Midtown, NYC)
Our financial professionals help clients reach their individual 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 and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way.
A successful advisor has typically reached a ceiling and is looking for a career change where they can utilize and maximize their talents. We welcome individuals from diverse backgrounds who possess an entrepreneurial spirit, grit, motivation, are self-starters, and are looking to create an impact. In addition to these qualities, we are looking for experienced professionals who are ready to take that next career step.
Responsibilities
•Financial Planning: Analyze client financial status and develop customized plans including investments, insurance, and retirement planning.•Client Relationship Management: Build and maintain long-term relationships with clients, offering ongoing financial advice support.•Sales of Financial Products: Recommend and sell Northwestern Mutual financial products such as life insurance, disability income insurance, and investment products.•Networking & Prospecting: Actively seek out new clients through networking, referrals, and market strategies.
Qualifications
•Bachelor's Degree from a Four-Year Institution.•Prior sales and/or business experience preferred.•Possess a history of personal and professional success.•Ability to commute to the NYC Metro Area and ability to work onsite in our NYC Office Location.•Strong communication skills inclusive of networking capabilities.
Financial Advisor - Experienced Career-Changer (Midtown, NYC)
Our financial professionals help clients reach their individual 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 and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way.
A successful advisor has typically reached a ceiling and is looking for a career change where they can utilize and maximize their talents. We welcome individuals from diverse backgrounds who possess an entrepreneurial spirit, grit, motivation, are self-starters, and are looking to create an impact. In addition to these qualities, we are looking for experienced professionals who are ready to take that next career step.
Responsibilities
•Financial Planning: Analyze client financial status and develop customized plans including investments, insurance, and retirement planning.•Client Relationship Management: Build and maintain long-term relationships with clients, offering ongoing financial advice support.•Sales of Financial Products: Recommend and sell Northwestern Mutual financial products such as life insurance, disability income insurance, and investment products.•Networking & Prospecting: Actively seek out new clients through networking, referrals, and market strategies.
Qualifications
•Bachelor's Degree from a Four-Year Institution.•Prior sales and/or business experience preferred.•Possess a history of personal and professional success.•Ability to commute to the NYC Metro Area and ability to work onsite in our NYC Office Location.•Strong communication skills inclusive of networking capabilities.