Job Ads - Financial Manager & Wealth Manager

Wealth Management Advisor Training Program

GET MORE OUT OF YOUR CAREER

Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally and financially.

FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL

Are you looking for more fulfillment from your career? Are you starting to think about a job change? Now’s the time to consider Northwestern Mutual.

Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there.

Sounds exciting and scary all at the same time? Don’t worry, we don’t expect you to know everything on day one. That’s why you’ll receive in-depth training and partner with industry experts until you’re ready to do it on your own.

THIS CAREER OFFERS YOU:

Stipends for training and licensing to help you get started.
The ability to positively impact someone else’s life.
Personalized mentoring and award-winning training programs.
Backing by Northwestern Mutual, an industry leader with a proven track record of success.

CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?

Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you’d be a good fit? See how many of the characteristics below match up to you:

You know how to connect with people, building personal, trusted relationships.
Financial planning is interesting to you.
You’re a driven person who’s committed to succeeding.
You’re ready to earn more for your hard work.
You enjoy helping people make more informed, confident decisions.
You’re ready to live the life you want, both personally and professionally.

A CAREER WITH ENDLESS OPPORTUNITIES

This career is primarily commission based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $50,000 in their first year, and there is potential for much more.

What’s the catch? The first years can be tough as you’re learning the business. But the trade-off is that you get to define what success looks like.

INCOME GROWTH OPPORTUNITY:

Average vs Top 25%

Beyond income, you’ll also have access to a comprehensive benefits package:

Comprehensive medical insurance
Two pension plans
Life and disability insurance
Health care and dependent care reimbursement accounts
Reimbursement for licensing and ongoing education

We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It’s also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter.

Financial Advisor

New York Life

Financial Advisor / Registered Representative

We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.

Job description

New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds

As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:

· Highly self-motivated and self-disciplined with the ability to work effectively and independently

· Outgoing personality with the ability to develop relationships and a sincere desire to help others

· Fearless, positive attitude and willingness to be accountable for results

· Organized, detail-oriented and excellent time-management skills

· Desire for continuous learning

· Good communicator—excellent listening skills and ability to explain complex information

Why New York Life?

From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our advisors and help them impact their clients and communities.

Our extensive, Advisor-focused resources include:

Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path
The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals
Our Advanced Planning Group, Eagle Strategies and the Nautilus Group are three highly-skilled teams providing advanced markets support
Dedicated underwriters who work diligently on cases
Committed managers who are dedicated to helping you succeed
A team of highly-trained, experienced product consultants to support your client acquisition needs
Significant income potential

Financial Advisor

Wealth Advisory Group

As a FinancialAdvisor (FA) with Wealth Advisory Group, you can do well while doing good. As an FA, you will leverage your networking skills in a professional setting, apply your problem solving skills to improve people’s lives and build a business of your own while providing financial confidence to the individuals, families, and business owners in your community.

If you have a desire to pursue a meaningful career that offers an integrated life, continuous professional development opportunities, while also providing rewards directly in proportion to your efforts, we invite you to explore the opportunity to become a Financial Representative.

At Wealth Advisory Group LLC, you have the freedom to build your own financial services practice, helping clients while getting support and resources of a Fortune 250 Company.

Thoughts to consider…

Requirements for our top Financial Advisors:

A Desire to Help Others: Successful FRs want to have a positive impact on others and make a difference in their community every single day.
An Entrepreneurial Spirit: They want to own a business and appreciate the ability to integrate their life and their business, to be present during all the important moments with their families yet dedicate the time and effort to building a business — on their terms.
Passion: They are passionate about the purpose behind their work and the value it brings to their clients and are self-motivated to learn and pursue the best possible scenarios for each individual, family, or business they work with.
Desire to Grow Professionally: They each share a commitment to continued learning. They have the ability to work within their offices and their teams to continually grow their financial knowledge, all with the diligence required for lasting success and the attainment of a level of mastery. In essence, they understand and believe in the mantra of “ Learn. Grow. Advance.”
Appropriate insurance licensing is required in order to sell investment products, advisors must possess specific securities licenses and become registered with Park Avenue Securities. No license is required for interview.

What do Financial Advisor sactually do?

They act as a financial advocate for clients with a commitment to continually enhance, enrich and serve their community.
They problem solve for their clients by researching and proposing educated financial strategies which lead to long lasting, value based client relationships.
They enrich lives by providing sound financial recommendations to help ensure financial security for clients, and possess the capability to move clients to take action in regard to the implementation of recommendations.
They maintain a commitment to engage in a career long process of ongoing training and education to acquire the most current knowledge of financial products and strategies in changing economic conditions.
They think like business owners, constantly looking for opportunities to expand their practices by identifying and cultivating new client relationships, as well as industry, cultural and demographic target markets.

Financial Advisor/Wealth Manager Training Program

Northwestern Mutual

A CAREER THAT ALLOWS YOU TO MAKE AN IMPACT ON OTHERS WITH GROWTH POTENTIAL AND FLEXIBILITY

OPPORTUNITY:

At Northwestern Mutual, Financial Advisors strive to understand their client’s goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Advisors are seasoned professionals running their own businesses that come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. With Northwestern Mutual, our advisors are supported by our network of specialists, training programs and mentoring opportunities to help their clients and build practices.

THE ROLE:

Assist clients to achieve and maintain financial security by providing financial advice and to match solutions with client’s needs and goals.
Develop rapport with clients and foster long-term relationships.
Be knowledgeable about Northwestern Mutual financial products and global financial market trends.
Build and maintain client bases, keep current client financial plans up-to-date and recruit new clients on an ongoing basis.
Provide dedicated and focused customer experiences.

BY JOINING OUR TEAM, YOU’LL HAVE ACCESS TO:

An award-winning training program to help get you started.
Mentorship and professional development training throughout your entire career.
Leading industry products and solutions built on an integrated technology backbone.
Financial support for securities licensing, professional designations and certifications for both your personal and professional business growth.
The opportunity to design your roadmap to leadership and specialized roles.
A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.
Extraordinary income potential. Performance-based model where hard work directly relates to your sales results.

WHO WE ARE:

At Northwestern Mutual, we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is the backbone for ensuring that reality! Financial security is not just something that happens in retirement, but is an enabler for our clients to live their best life every day!

Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With our 50% of American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!

Recognized by FORTUNE as one of the “World’s Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success.