Wealth Management Advisor – Northwestern Mutual NYC or Wellesley, MA

Position Overview

In partnership with Northwestern Mutual, one of today’s leading global enterprises, we are seeking exceptional Wealth Management Advisors to join either the Midtown NYC or Wellesley, MA offices. Through a distinctive and holistic planning approach, Northwestern Mutual empowers clients to make the most of every day and plan for important moments in their future. You’ll partner with clients to create personalized financial plans that address a broad set of objectives, helping them protect what they’ve worked hard to achieve while also growing their assets for the future.

In person (Midtown NYC or Wellesley, MA). Locations:
Midtown, New York City;
Wellesley, Massachusetts.

Both the NYC and Wellesley teams are laser focused on precision. We’re seeking driven, entrepreneurial advisors who thrive in a fast-paced, goal-oriented environment and are motivated by success. The ideal candidate is hungry, disciplined, and resilient, with a strong desire to build a meaningful and financially rewarding career helping clients achieve financial security. You are competitive yet coachable, able to work independently while embracing mentorship and collaboration.

A background in sales, athletics, or other performance-based roles where teamwork is valued is highly regarded, as is prior experience working on commission. Candidates should be confident communicators who enjoy building relationships, take initiative, and bring a strong work ethic to everything they do. Ultimately, we’re looking for someone who embodies the Northwestern Mutual culture — ambitious, precise, and committed to long-term growth and excellence.

• Bachelor’s Degree (required)
• Legally authorized to work in the U.S. (no visa sponsorship available)
• Ability to commute under one hour by car to the Wellesley office.
• Comfortable commuting to the Midtown NYC office (public transportation is acceptable, if your commute is less than 1.5 hours)
• Willingness to work onsite for the first several months of employment for the Midtown NYC office

• Licensed (Life & Health, Series 6/7/63, etc.) – preferred but not required
• Analytical thinking skills and ability to assess client needs
• Excellent verbal and written communication skills
• Effective sales, presentation, and customer service skills
• Strong organization, time management, and interpersonal skills
• Motivated self-starter with a desire to learn and grow
• Career changer or experience in sales, business development, or client-facing roles
• Former college athlete or military background
• Entrepreneurial mindset or prior business ownership
• Ivy League or J.D. background (a plus, not required)
• Track record of professional success (e.g., $100K+ earnings in a previous role)
• Experience working with or currently being advised by a financial professional
• Understanding of the fast-paced culture of Midtown Manhattan (for NYC-based candidates)

• Commission-based opportunity (inclusive of commission, bonuses, and production allowances)
• Commission structure designed to support early development
• Performance bonus program and production allowances
• Sponsorship for insurance licensing and Series exams (SIE, Series 6, 63, CFP®, etc.)
• Comprehensive medical, dental, and vision coverage
• Group life and disability insurance
• Retirement package and pension plan
• Development stipends and expense allowances
• Leadership and director-level growth opportunities
• Direct mentorship and hands-on training

Northwestern Mutual is consistently recognized as an industry leader. It is ranked #97 on the Fortune 500, named one of Fortune’s World’s Most Admired Companies, and listed among top broker-dealers and best places to launch a career. It has the highest possible financial strength ratings from major rating agencies.

• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance

If you’re passionate about helping others achieve financial security and want to build a meaningful career surrounded by mentorship, collaboration, and purpose — we’d love to meet you.

Check out this video to learn more about our training and development program:

This search is being conducted in partnership with Purple Unicorn Enterprises, a talent optimization firm focused on employee identification, development, and culture.