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Urgently Hiring: Entry - Level Financial Advisor

Remote, USA Full-time Posted 2025-05-22

Seeking a new challenge? This is the perfect opportunity to grow as a Entry - Level Financial Advisor! This is an exciting Remote opportunity with an immediate start. This position requires a strong and diverse skillset in relevant areas to drive success. We offer a clear and simple compensation of a competitive salary for this position.

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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!

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We Encourage You to Apply!

Even if you feel you're not a perfect match, we'd still love to hear from you. We are looking for great people to join our friendly team.

Apply To This Job

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