Wealth Management Associate
: Job Details :

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

I am looking to onboard a handful of driven individuals in 2024 - my team and I are focus on working with clients regarding tax efficiency strategy, retirement distribution & estate planning.

Through a distinctive and holistic planning approach, Northwestern Mutual Financial Advisors/ Wealth Management Advisors empower clients to make the most of everyday 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.

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.

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

Desired Skills and Experience:

· 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

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

· Fortune's 2022 “World's 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:

· Moody's 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