Founder​/Private Wealth​/Financial Planning; NYC

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This range is provided by Northwestern Mutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$78,000.00/yr - $/yr

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Company Description

Northwestern Mutual has been committed to helping families and businesses achieve financial security for over 160 years. Using a personalized, holistic approach that combines insurance and investments, we assist clients in making the most of their financial lives today and in the future.

This is a full-time, on-site role for a Private Wealth Founder / 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 updated on financial market trends and regulatory changes.

• spearheading and managing wealth management strategies
• advising clients on investment opportunities, insurance, and financial planning
• building and maintaining strong client relationships
• providing personalized financial solutions
• staying updated on financial market trends and regulatory changes

• 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

• Mid-Senior level

• Full-time

• Sales, Finance, and Business Development

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