You will build an entrepreneurial financial advisory practice from the ground up at the Park Avenue office. You’ll provide holistic planning—covering retirement, investments, insurance, and tax strategies—to families and institutional clients. With award-winning training and mentorship, you will prospect, develop client relationships, and grow a sustainable book of business.
Financial Advisor at Northwestern Mutual
Northwestern Mutual is offering a rare opportunity to build a high-impact financial advisory practice from the ground up at their prestigious Park Avenue office in New York City. This role is designed for entrepreneurial-minded individuals—including career changers—who want to transition into wealth management with the support of a 168-year-old institution managing $200 billion in assets. You’ll receive award-winning training and mentorship while helping families and institutions navigate complex financial planning, from investment management to tax strategy. If you’re looking for a path to true business ownership with recurring revenue and world-class institutional backing, this is the perfect time to join Managing Director Milan Suri’s growing team.
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Location
New York, United States
Compensation
Not Disclosed
Company
Northwestern Mutual
Role overview
Northwestern Mutual is a mutual financial services company that provides financial planning through advisors, supported by insurance and investment solutions. Its offerings include life insurance, annuities, disability insurance, and long-term care benefits, and it serves individuals and families with wealth planning and long-term financial protection services.
What you will do
- Develop comprehensive financial plans for families, focusing on investment management, risk mitigation, retirement strategy, and complex estate planning.
- Engage institutional clients to provide corporate and executive market solutions, including BOLI/COLI, buy-sell agreements, and specialized executive benefit packages.
- Lead proactive business development and prospecting efforts to build and maintain a robust pipeline of high-net-worth and corporate relationships.
Who this is a fit for
- Demonstrates strong self-discipline and a background in finance, banking, accounting, or professional sales, with the drive to navigate a multi-year business build.
- Possesses excellent communication and relationship-building skills, with a comfort level in client development and high-stakes financial consultations.
- Holds (or is willing to obtain) key industry licenses including SIE, Series 7, and 66, or professional designations such as CFP, CLU, or ChFC.
Why this role is remarkable
- Entrepreneurial Autonomy: Build your own practice and own your book with the freedom of a startup but the backing of a century-old financial giant.
- World-Class Training: Benefit from a comprehensive, three-year award-winning program covering everything from licensing and practice management to advanced client acquisition strategies.
- Long-Term Equity: Create recurring revenue through renewal income and bonuses, transitioning from an early-stage build into a mature, high-earning financial services practice.
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I get to know what you’re great at, then find roles you’d never find yourself.Ok, I'll go first. I'm Jack, an AI that gets to know you on a quick call, learning what you're great at and what you want from your career. Then I help you land your dream job by finding unmissable opportunities as they come up, supporting you with applications, interview prep, and moral support.
I recruit from Jack’s network and make the intro when I spot a great match.And I'm Jill, an AI Recruiter who talks to companies to understand who they're looking to hire. Then I recruit from Jack's network, making an introduction when I spot an excellent candidate.
Jack gets to know what you're great at and what you want next, then searches 15 million jobs daily and helps you discover roles at companies like this.
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What happens next?
Jack’s an AI agent for job searching and career coaching. He works for you.
Jill is the AI recruiter working for the company. She recruits from Jack’s network.
If your profile’s a match and Northwestern Mutual wants to meet, Jill will make the intro. In the meantime, Jack will send you excellent alternatives.