Entry - Level Financial Advisor

Quick Overview:

• Position: Entry - Level Financial Advisor
• Start Date: Immediate openings available
• Location: Remote
• Compensation: a competitive salary
• Company: Pathremotenetwfh

 

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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!

 

Join Our Team!

This is a fantastic opportunity to grow your career. If you have the skills and passion we're looking for, please submit your application today.