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Urgent! Financial Advisor with Corporate Background Job Opening In New York – Now Hiring Northwestern Mutual - The Big Apple

Financial Advisor with Corporate Background



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 strategies—critical 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 results—traits 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 outdoors—whether 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, you’ll receive expert mentoring, access to cutting-edge resources, and the freedom to build your own successful business in one of the world’s 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.


Required Skill Profession

Financial Specialists



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