• Relationship Manager

    The Atrium Financial Group | Northwestern Mutual
    Job Description
    The Atrium Financial Group, a Financial Times Top 400 wealth management and financial planning practice affiliated with Northwestern Mutual, seeks a new team member in the NY Capital Region. This individual is a relationship manager who will become part of our Women’s Practice Division, specializing in providing financial planning services to women of all ages.

    You will have a bachelor’s degree from an accredited institution, a Series 7 license, and an interest in helping people achieve their goals. Prior experience and an understanding of Financial Planning and Wealth Management are a plus. If you are in this role currently and feel you are misunderstood and undercompensated, we understand. If you have been told you must start your career by ‘building your own book of business,’ we do things differently: you will have the opportunity to be in business for yourself, but not by yourself.

    You will be put through intensive training on the risk management, wealth accumulation and distribution planning sides of the business, culminating in your CFP®. If you are already a certificant, additional training will be provided.

    You will reflect our values of family, commitment to excellence, mutual respect, integrity, and personal and professional growth. You are a self-starter and career ambitious. Last, financially, you aspire to role model your advice. The compensation for this position is salary plus bonus.

    For more information please contact our Chief of Staff, Liz Newman at 518-977-4377 or elizabeth.newman@nm.com
    Contact Information