{"id":62617,"date":"2026-03-24T13:19:28","date_gmt":"2026-03-24T13:19:28","guid":{"rendered":"https:\/\/www.monmouth.edu\/career-development\/job\/entry-level-wealth-manager\/"},"modified":"2026-08-17T08:24:14","modified_gmt":"2026-08-17T12:24:14","slug":"entry-level-wealth-manager","status":"publish","type":"ch_job","link":"https:\/\/www.monmouth.edu\/career-development\/job\/entry-level-wealth-manager\/","title":{"rendered":"Entry Level Wealth Manager"},"content":{"rendered":"

Entry Level Wealth Management Advisor – The Tri-Harbor Financial Group – NYC<\/strong><\/p>\n

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Through a distinctive and holistic planning approach, Northwestern Mutual Financial Advisors\/ Wealth Management Advisors empower clients to make the most of every single day and plan for important moments in their future. They combine licensed expertise with a personalized digital experience to help clients navigate their financial lives through a wide range of financial planning services.<\/p>\n

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Our advisors help clients pursue their financial goals by serving as a sounding board and accountability partner, and periodically adapt the plan to keep up with client\u2019s changing circumstances. And with more than half of Americans believing their financial planning has gaps, a career with Northwestern Mutual provides abundant opportunities to contribute towards meeting those needs.<\/p>\n

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You\u2019ll partner with clients by creating personalized financial plans that address a broad set of client objectives. Through our industry-leading solutions, you\u2019ll help them protect what they\u2019ve worked so hard to achieve while also growing their assets for the future.<\/p>\n

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Desired Skills and Experience:<\/strong><\/p>\n

\u00b7 Bachelor\u2019s degree and\/or career changer<\/p>\n

\u00b7 Analytical thinking skills and the ability to assess client needs<\/p>\n

\u00b7 Excellent verbal and written communication skills<\/p>\n

\u00b7 Effective sales, presentation, and customer service skills<\/p>\n

\u00b7 Good organization and time management skills<\/p>\n

\u00b7 Strong interpersonal skills<\/p>\n

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We want individuals with different backgrounds and work experience, including but not limited to:<\/strong><\/p>\n

\u00b7 Financial management, investments, insurance, and financial services<\/p>\n

\u00b7 Executive leadership<\/p>\n

\u00b7 Sales, business development, or relationship management<\/p>\n

\u00b7 Former athletes<\/p>\n

\u00b7 Military background<\/p>\n

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A career with Northwestern Mutual not only provides outstanding income potential but will provide you with the opportunity to impact the lives of others in a professional setting that emphasizes and values relationships and integrity.<\/p>\n

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Additionally, Northwestern Mutual is committed to offering its Financial and Wealth Management Advisors a comprehensive compensation and benefits program which includes:<\/strong><\/p>\n

\u00b7 Exceptional Income Potential<\/p>\n

\u00b7 Leadership and Director Level Opportunities<\/p>\n

\u00b7 Sponsorship of Licensing\/Credentialing (Series 6\/7, 63, SIE, Life Accident and Health, CFP, CFA, CLU, ChFC, RICP and others)<\/p>\n

\u00b7 Development Stipends<\/p>\n

\u00b7 Expense Allowances<\/p>\n

\u00b7 Renewals\/ Residual Income<\/p>\n

\u00b7 Comprehensive Medical Coverage<\/p>\n

\u00b7 Retirement Package; Pension Plan<\/p>\n

\u00b7 Group Life and Disability Insurance<\/p>\n

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Devotion to its policy owners has led Northwestern Mutual through nearly 165 years of industry success with accolades including:<\/strong><\/p>\n

\u00b7 #97 on Fortune 500<\/p>\n

\u00b7 Fortune\u2019s 2022 \u201cWorld\u2019s Most Admired Companies\u201d<\/p>\n

\u00b7 Top 10 U.S Independent Broker-Dealer by Financial Planning Magazine<\/p>\n

\u00b7 Top 125 Companies for Training & Development<\/p>\n

\u00b7 Named one of the \u201c50 Best Places to Launch a Career\u201d by Business Week Magazine<\/p>\n

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Northwestern Mutual has always received the highest possible financial strength ratings from the four major ratings agencies with total company assets of $335 billion:<\/p>\n

\u00b7 Moody\u2019s Investors Service: AAA<\/p>\n

\u00b7 A.M. Best Company: A++<\/p>\n

\u00b7 Fitch Ratings: AAA<\/p>\n

\u00b7 S&P Global Ratings: AA+<\/p>\n

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Compensation is 100% commission. In addition, you may become eligible for the following benefits:<\/p>\n

\u00b7 Commission structure to support early development<\/p>\n

\u00b7 Bonus Programs and Production Allowance<\/p>\n

\u00b7 Sponsorship for insurance licensing, SIE, Series 6, Series 63, CFP\u00ae<\/p>\n

\u00b7 Retirement Package and Pension Plan<\/p>\n

\u00b7 Medical, Dental, Vision, Life Insurance, Disability Income Insurance and Family Planning<\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"_ch_employer_id":"21571","_ch_external_id":"10876581","_ch_location_state":"","_ch_location_city":"","_ch_is_ocr_job":"","_ch_expiration_date":"2026-08-22","_ch_apply_link":"https:\/\/monmouth.joinhandshake.com\/jobs\/10876581\/share_preview"},"ch_stakeholder":[],"ch_class_year":[],"ch_job_category":[86],"ch_career_skill":[],"ch_industry":[53],"class_list":["post-62617","ch_job","type-ch_job","status-publish","hentry","ch_job_category-full-time","ch_industry-communication-marketing-arts-entertainment"],"_links":{"self":[{"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_job\/62617","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_job"}],"about":[{"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/types\/ch_job"}],"wp:attachment":[{"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/media?parent=62617"}],"wp:term":[{"taxonomy":"ch_stakeholder","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_stakeholder?post=62617"},{"taxonomy":"ch_class_year","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_class_year?post=62617"},{"taxonomy":"ch_job_category","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_job_category?post=62617"},{"taxonomy":"ch_career_skill","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_career_skill?post=62617"},{"taxonomy":"ch_industry","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_industry?post=62617"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}