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DATE ADDED: Tue 16/10/2018

Financial Advisor/Wealth Management

New York, USA


Job Description

Through a distinctive, whole-picture planning approach, Northwestern Mutual Financial Advisors/Wealth Management Advisors empower their clients to make the most of every single day and plan for important moments in their future. They combine their expertise with a personalized digital experience to help their clients navigate their financial lives every day through a wide range of financial planning services:

  • Asset and Income Protection 
  • Retirement Planning
  • Education Funding
  • Brokerage Services
  • Investment Advisory Services
  • Private Client Services
  • Fee-Based Financial Planning
  • Concierge Planning
  • Business Planning
  • Estate Planning
  • Trust Services

Our support services, offered exclusively at the NYC-Midtown Group, free you to focus on your clients and enhance the productivity of your practice by providing:

  • Formal training, ongoing development, mentors, and product specialists
  • Comprehensive personal and business planning analysis tools
  • Insurance and investment operations team
  • Product sales support and client servicing
  • Aggregated client account software
  • Access to over 9,000 existing clients through our Client Relations Center


 Desired Skills and Qualifications:

  • Bachelor's degree from a four-year college or university
  • Strong relationship building/interpersonal skills
  • Commitment to ongoing learning, including staying current on financial news, laws, and the impacts to their clients
  • Proactive and focused on providing excellent customer service
  • Has a history of professional success



  • Exceptional income potential
  • Comprehensive medical coverage
  • Two company-funded retirement plans (pension and 401k plan)
  • Sponsorship and training for licenses and professional designations
  • Group life and disability income insurance


Company Description
For more than 160 years, Northwestern Mutual has been helping families and businesses achieve financial security. Northwestern Mutual is a Fortune 100 company that provides a wide range of financial services to more than 4.5 million people. As a mutual company with no shareholders, we focus solely for the benefit of providing protection, financial strength, and product value to our clients.

Size: $265 billion in company assets. $28.1 billion in revenue. Ranked 97 on the Fortune 100 list. 4.5 million clients.

World's Most Admired: We are among the “World's Most Admired” companies, according to Fortune magazine's annual survey.

Ratings: We have the highest financial strength ratings amongst our competitors by all four major credit rating agencies: A.M. Best Company A++ (highest); Fitch Ratings AAA (highest); Moody's Investors Service Aaa (highest); Standard & Poor's AA+ (second highest).

Top 5 Broker-Dealer: We rank among the top 5 independent broker-dealers with $154 billion of clients assets under management. Source: Financial Planning magazine.

Total Dividends: We expect to pay an industry-leading total dividend of $5.3 billion in 2018.

Innovation: Awarded the Eye on Innovation Prize for “Most Innovative Digital Business Model in Financial Services” by Gartner.

Customer Satisfaction: We have a client retention of 96%.

Guidance: Our financial advisor training program is recognized as the country's best, helping our financial advisors guide you to a more secure financial future, according to Training magazine's annual “Training Top 125 list.

Role: Financial Advisor/Wealth Management
Job Type:
Location: New York,

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