Wealth Management Advisor – Northwestern Mutual NYC or Wellesley, MA

Purple Unicorn•New York, NY

108d•Onsite

About The Position

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 About Our Teams At the heart of our financial advisory practice is a genuine passion for helping people. We believe in empowering our clients by providing options that protect their families, secure their income, and fortify their businesses. Our mission is to equip clients with the tools they need to achieve their financial goals on time — all while fostering an environment where open, judgment-free dialogue about financial concerns is not just welcomed but encouraged. To achieve this, we are building a team of trustworthy advisors who share these values. Together, we create a supportive network that ensures each client feels understood, supported, and confident in their financial journey. Our collaborative approach ensures that every client receives personalized guidance and unwavering support from experienced professionals who genuinely care about their success. We are deeply committed to mentorship. Every advisor who joins our team works closely with a Growth and Development Director who is dedicated to their success, providing individualized coaching, strategy, and business-building guidance every step of the way. You’ll be surrounded by leadership that’s invested in your professional growth and genuinely passionate about helping you reach your full potential. In addition to personalized mentorship, we offer a comprehensive support ecosystem for new advisors, including dedicated professionals who handle applications, investment operations, and activity coaching. This allows advisors to focus on building relationships, developing their business, and making an impact — while having the tools, resources, and people behind them to succeed. The Northwestern Mutual Wellesley office has been recognized by the Boston Business Journal as both a “Best Place to Work” and a “Top Performing Office” in 2024 and 2025. The office is known for its strong culture, collaborative environment, and commitment to advisor development, performance, and long-term career growth. Who We Are Looking For 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.

Requirements

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

Nice To Haves

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)

Benefits

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
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance