Associate Financial Planner

Northwestern Mutual - The Russo Group

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Compensation is 100% commission. In addition, you may become eligible for the following benefits:

• Commission structure to support early development
• Bonus programs and Production Allowance
• Support for insurance licensing, SIE, Series 6, Series 63, CFP®
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance, and Disability Income Insurance
• Family Planning

Responsibilities

• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives

Qualifications

• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• A required Bachelor's degree in business administration, finance, or similarly related field
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

• Bachelor's degree from a four-year institution preferred
• MUST live in Tri-State Area (NYC, Varying counties within NJ and CT)*
• Strong interpersonal and networking skills
• Excellent written and communication skills
• Professional appearance and work ethic
• 3-5 years of sales/business or customer service experience preferred
• Self-motivated, goal-oriented, and enthusiastic presence
• An enterprising spirit/desire to manage a business and be accountable for your results

Compensation

$82,000 - $113,000

About Northwestern Mutual - The Russo Group

Our ability to succeed as a financial industry leader hinges on a key element: bringing out the best in our people. At Northwestern Mutual-Russo Group we've built a culture of growth and giving, where we maximize our potential and care more about others than we do ourselves. We're also creating an inspiring, inclusive culture where everyone can bring their best self to the workplace and realize their individual potential.

Why join Northwestern Mutual-Russo Group: •#90, Fortune 100 company (2021) •#1 NWM office in the Northeast Region •#1 NWM office for Financial Representative Income across the entire United States •Forbes' Best Employers for Diversity (2018-2020) •Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) •$224 billion (retail investment client assets held or managed)