Financial Advisor with Corporate Background

Job Description

Job Description

Benefits :

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Transition Your Corporate Background into Financial Services!

• Strategic Thinking & Problem-Solving Corporate professionals are skilled at analyzing complex situations, making data-driven decisions, and developing strategiescritical abilities for helping clients build financial plans.
• Client & Relationship Management Experience in corporate settings often involves working with clients, vendors, and stakeholders, which translates well into building and maintaining long-term relationships in financial services.
• Performance & Goal Orientation Success in corporate roles requires setting and achieving goals, managing KPIs, and driving resultstraits that align perfectly with the performance-based nature of financial services.
• Adaptability & Industry Knowledge Corporate professionals are used to navigating evolving markets, regulations, and business landscapes, making them well-equipped to adapt and thrive in the dynamic financial sector.

Meet Our People :

Milan Suri - Managing Director

• How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry.
• Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate.
• Passionate About? Indian American heritage, avid tennis player, devoted husband, and a dedicated family man.

Tom Samar - Managing Director and Certified Financial Planner

• How long at NM? Started in 2015.
• Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017.
• Passionate About? A dedicated Bills and Yankees fan, avid golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.

Theresa Calabrese - Managing Director and Certified Coach

• How long at NM? Joined Northwestern Mutual in 2008.
• Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual.
• Passionate About? Being a mom and cherishing time with her 2-year-old daughter. Loves the outdoorswhether it's kayaking or camping. Avid reader who enjoys business books around leadership and romance novels.

Position Perks :

• Significant bonus opportunity commensurate with outcomes
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

Key Responsibilities of a Financial Advisor :

• Client Consultation : Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning : Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions : Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support : Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking : Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications :

• Experience : Previous experience in financial services or insurance is not required.
• Skills : Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses : Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

About Us : At Northwestern Mutual - The Big Apple, we are committed to helping clients achieve their financial goals and build lasting relationships. With a history of empowering individuals and families across New York, we provide comprehensive financial solutions and exceptional service. As part of our team, youll receive expert mentoring, access to cutting-edge resources, and the freedom to build your own successful business in one of the worlds most dynamic cities. Join us and make a lasting impact on your clients' financial futures.

Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual : https : / / youtu.be / 7SlQuS7AOgQ

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.