Northwestern Mutual
Financial Advisor – Midtown NYC Office
Financial Advisors at Northwestern Mutual’s Midtown NYC Office help their clients live more and worry less through our personalized approach to financial planning. As a business owner, you spend your days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day.
Responsibilities
Build – Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
Educate – Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
Influence – Present clients with the opportunity to protect and prosper, driving them to action through expert influence and recommendations.
Own – Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continually providing optimum advice for your clients’ needs.
Key Services
Personal Planning Analysis
Asset & Income Protection
Education Funding
Investment & Advisory Services
Trust Services
Retirement Solutions
Business Needs Analysis
Compensation & Benefits
Pay structure is mostly commission based but includes:
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
Qualifications
4‑year degree; or equivalent professional work experience
History of success in sales, athletics, military, client services, or client‑facing roles
Desire for continuous learning
Legal authorization to work in the US without sponsorship
About Northwestern Mutual For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Planners are valued partners and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes.
Northwestern Mutual Financial Representatives are independent contractors whose income is based solely on production.
Awards & Recognition
Forbes’ Best Employers for Diversity (2018‑2020)
#1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
Best Place to Work for LGBTQ+ Equality – Human Rights Campaign Corporate Equality Index (2015‑2021)
$224 billion in retail investment client assets held or managed (Jan 2021)
#J-18808-Ljbffr
Responsibilities
Build – Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
Educate – Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
Influence – Present clients with the opportunity to protect and prosper, driving them to action through expert influence and recommendations.
Own – Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continually providing optimum advice for your clients’ needs.
Key Services
Personal Planning Analysis
Asset & Income Protection
Education Funding
Investment & Advisory Services
Trust Services
Retirement Solutions
Business Needs Analysis
Compensation & Benefits
Pay structure is mostly commission based but includes:
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
Qualifications
4‑year degree; or equivalent professional work experience
History of success in sales, athletics, military, client services, or client‑facing roles
Desire for continuous learning
Legal authorization to work in the US without sponsorship
About Northwestern Mutual For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Planners are valued partners and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes.
Northwestern Mutual Financial Representatives are independent contractors whose income is based solely on production.
Awards & Recognition
Forbes’ Best Employers for Diversity (2018‑2020)
#1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
Best Place to Work for LGBTQ+ Equality – Human Rights Campaign Corporate Equality Index (2015‑2021)
$224 billion in retail investment client assets held or managed (Jan 2021)
#J-18808-Ljbffr