Financial Planning Consultant
Northwestern Mutual NYC-Midtown
New York, NY US
Posted ago
Northwestern Mutual NYC-Midtown
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Responsibilities
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Qualifications
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Requires a Bachelor’s degree in business administration, finance, or other related field
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus

  • 4-year College Degree or higher
  • A pleasant attitude and dependable judgment
  • Values of integrity and honesty
  • Excellent communicator and relationship builder
  • Ability to work independently with a go-getter mindset
  • Up to date FINRA Series 6/7 & 63/66 a plus

Compensation
$110,000
About Northwestern Mutual NYC-Midtown

Our ability to succeed as a financial industry leader hinges on a key element: bringing out the best in our people. At Northwestern Mutual New York City - Midtown, we’ve built a culture of growth and giving, where we maximize our potential and care more about others than we do ourselves. We’re also creating an inspiring, inclusive culture where everyone can bring their best self to the workplace and realize their individual potential.

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