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

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

Our advisors help clients pursue their financial goals by serving as a sounding board and accountability partner, and periodically adapt the plan to keep up with clients changing circumstances. And with more than half of Americans believing their financial planning has gaps, a career with Northwestern Mutual provides abundant opportunities to contribute towards meeting those needs.

Youll partner with clients by creating personalized financial plans that address a broad set of client objectives. Through our industry-leading solutions, youll help them protect what theyve worked so hard to achieve while also growing their assets for the future.

Desired Skills and Experience:

Bachelors degree and/or career changer

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

Former athletes

Military background

A career with Northwestern Mutual not only provides outstanding income potential but will provide you with the opportunity to impact the lives of others in a professional setting that emphasizes and values relationships and integrity.

Additionally, Northwestern Mutual is committed to offering its Financial and Wealth Management Advisors a comprehensive compensation and benefits program which includes:

Exceptional Income Potential

Leadership and Director Level Opportunities

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

Development Stipends

Expense Allowances

Renewals/ Residual Income

Comprehensive Medical Coverage

Retirement Package; Pension Plan

Group Life and Disability Insurance

Devotion to its policy owners has led Northwestern Mutual through nearly 165 years of industry success with accolades including:

#97 on Fortune 500

Fortunes 2022 Worlds Most Admired Companies

Top 10 U.S Independent Broker-Dealer by Financial Planning Magazine

Top 125 Companies for Training & Development

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

Northwestern Mutual has always received the highest possible financial strength ratings from the four major ratings agencies with total company assets of $335 billion:

Moodys Investors Service: AAA

A.M. Best Company: A++

Fitch Ratings: AAA

S&P Global Ratings: AA+

Compensation is 100% commission. In addition, you may become eligible for the following benefits:

Commission structure to support early development

Bonus Programs and Production Allowance

Sponsorship for insurance licensing, SIE, Series 6, Series 63, CFP

Retirement Package and Pension Plan

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

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