Wealth Advisor/Financial Planning - NYC

Wealth Advisor/Financial Planning - NYC at Northwestern Mutual Wealth Advisor/Financial Planning - NYC at Northwestern Mutual in Hoboken, New Jersey Posted in 1 day ago.

Type:

full-time

Job Description:

Company Description 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. This is a full-time, on-site role for a Wealth Advisor / Business Owner located in New York, NY. The role involves spearheading and managing wealth management strategies, advising clients on investment opportunities, insurance, and financial planning. The role also requires building and maintaining strong client relationships, providing personalized financial solutions, and staying up to date on financial market trends and regulatory changes. Qualifications Skills in Client Relationship Management and Communication Strong Analytical and Problem-Solving Skills Knowledge of Market Trends Bachelor's Degree in Finance, Economics, Business, or related field Exceptional organizational and time management skills