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Morgan Stanley
New York, NY | Full Time
$84k-125k (estimate)
4 Days Ago
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New York, NY | Full Time
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Tri-Harbor Financial Group
New York, NY | Full Time
$84k-125k (estimate)
2 Months Ago
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New York, NY | Full Time
$80k-118k (estimate)
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Associate Wealth Management Advisor
$84k-125k (estimate)
Full Time 2 Months Ago
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Tri-Harbor Financial Group is Hiring an Associate Wealth Management Advisor Near New York, NY

Wealth Management Advisor

When getting started on Wall Street it's important to join a firm that will give you the most opportunities for success. The Wealth Management Associate program will get you started in a difficult yet lucrative career. We're going to sponsor and pay for your licenses (Series 6/7, 63, Life & Health), and teach you how to work with Business Owners, Families, and Individuals.

Think about a goal that you've accomplished; whether it was helping your team win a championship, paying off debt, or running your first 10K; the feeling of accomplishment is undeniable. Now think about how helping others reach their financial goals will feel both for you and your clients.

Financial Planners with Northwestern Mutual help clients reach their financial goals, staying with them over time and evolving their plans as their needs change. And with more than half of Americans believing their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities.

You'll partner with clients by creating personalized financial plans built on their unique needs and desires. And through our industry-leading solutions, you'll help them protect what they've worked so hard to achieve while also growing their assets for the future.

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 $113,939 in years 1-4, and $444,679 on average after 5 years. 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.

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

Desired Skills and Experience

  • Bachelor's degree Required
  • Preferred: CFA / CFP / J.D. / Ivy League Undergrad
  • Someone who builds relationships centered on trust, open communication, and transparency
  • Someone who is proactive and focused on providing excellent customer service
  • Someone who has a history of professional success

Additionally, Northwestern Mutual is committed to offering it's Financial Planners/Wealth Management Advisors a comprehensive compensation and benefits program which includes:

  • Exceptional Income Potential
  • Leadership Opportunities
  • Sponsorship of Licensing/Credentialing
  • Development Stipends
  • Expense Allowance
  • Comprehensive Medical Coverage
  • Retirement Package; Pension Plan
  • Group Life and Disability Income Insurance

Job Type: Full-time

Pay: $82,000.00 - $114,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance

Compensation package:

  • Bonus opportunities
  • Commission pay

Weekly schedule:

  • Choose your own hours
  • Monday to Friday

Work setting:

  • In-person
  • Office

Work Location: In person

Job Summary

JOB TYPE

Full Time

SALARY

$84k-125k (estimate)

POST DATE

02/09/2024

EXPIRATION DATE

05/05/2024

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Tri-Harbor Financial Group
Full Time
$95k-129k (estimate)
1 Month Ago

The job skills required for Associate Wealth Management Advisor include Wealth Management, Planning, Financial Planning, Leadership, Customer Service, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate Wealth Management Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate Wealth Management Advisor. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Associate Wealth Management Advisor positions, which can be used as a reference in future career path planning. As an Associate Wealth Management Advisor, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate Wealth Management Advisor. You can explore the career advancement for an Associate Wealth Management Advisor below and select your interested title to get hiring information.

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