Entry - Level Financial Advisor

Remote, USA Full-time Posted 2025-03-08

We are seeking eager, strategic, and definitive individuals to fill an entry-level financial representative position that offers room for growth and a promising job outlook. On a typical day, you will be responsible for prospecting for clients, providing them with solutions and information about available products, maintaining a client book, and communicating with the company's Management Team about clients' needs. This is great for someone who is self-driven and looking to work in a dynamic environment, has a passion for helping people, and is looking to grow professionally while benefiting from a competitive compensation package. This job is a Commission-Based opportunity.

We provide help with licensing, and training with our tenured team members and we will provide you a stipend during your training time!

Job Type: Full-time

Benefits:
? 401(k)
? Dental Insurance
? Health insurance
? Life insurance

Compensation package:
? Bonus opportunities
? Commission pay

Weekly schedule:
? Monday to Friday
? Weekends as needed

Work setting:
? In-person
? In the field
? Office

Ability to commute in New York, NY 10017: Reliably commute
Compensation:

$81,000 at plan yearly Responsibilities: ? Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs ? Serve as a collaborative team player willing to further development through continued training opportunities ? Support clients? progress toward their financial goals through strategic product, plan, and investment recommendations ? Gather and assess each client?s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management ? Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

Qualifications: ? Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred ? 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 ? Bachelor's (Preferred) ? Sales: 2 years (Preferred) ? We provide help with licensing, training and you'll get a stipend during your training

About Company

Northwestern Mutual has been helping families and businesses achieve financial security for 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.

Apply Job!

Similar Remote Jobs

Entry - Level Financial Advisor

Posted on: 30-11-2024 09:47

Entry Level Customer Service Representative

Posted on: 30-11-2024 09:47

Health Care Customer Service Advocate

Posted on: 30-11-2024 09:47

Receptionist at Honda of Ocala

Posted on: 30-11-2024 09:47

Crew Member - South Pine

Posted on: 30-11-2024 09:47

Licensed Insurance Representative - Onsite

Posted on: 30-11-2024 09:47

Postal Mail Processor-No experience required

Posted on: 30-11-2024 09:47

Service Delivery Tier 2 Analyst

Posted on: 30-11-2024 09:47

Fully Remote Work Mailroom Clerk

Posted on: 30-11-2024 09:47

Senior Business Risk Control Specialist

Posted on: 30-11-2024 09:47

Ambassador Mom at June Care

Posted on: 19-08-2024 00:00

Entry Level Fully Remote No Experience

Posted on: 29-11-2024 08:27

ENTRY LEVEL CAREERS

Posted on: 07-12-2024 04:21

Entry Level Customer Enrollment Agent

Posted on: 30-12-2024 06:50

Coca Cola: Planning Lead S4H

Posted on: 22-10-2024 05:25

Senior Microsoft 365 Developer (Fully Remote)

Posted on: 16-07-2024 18:54