Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

$61k - $119k

Northwestern Mutual

Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plansincluding investments for growth, insurance for protection, and annuities for guaranteed income in retirementthat helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Pay Range USD $61,000.00 - USD $250,000.00 /Yr. #J-18808-Ljbffr Northwestern Mutual

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Long Beach, CA vacancy
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative... 
    Suggested
    Work at office

    Unavailable

    Long Beach, CA
    3 days ago
  •  ...of opportunities for professional development and growth toward leadership/mentor roles Job Responsibilities As a  Financial Advisor , you will present our line of products and services to individuals & small business owners, working with them to analyze their... 
    Suggested

    RK Partners

    Long Beach, CA
    11 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework...  ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you... 
    Suggested
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Long Beach, CA
    2 days ago
  • $50k

     ...Overview Touro University Worldwide (TUW) is seeking a full-time Financial Aid Advisor for the Financial Aid Department in the Los Alamitos, CA location. The Financial Aid Advisor will report to the Director of Financial Services and CFO. The Financial Aid Advisor will... 
    Suggested
    Full time
    Work at office
    Worldwide

    Touro University

    Los Alamitos, CA
    2 days ago
  • United States Digital Space LLC is seeking a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7 and Series 66 licenses and to learn to guide clients through complex financial scenarios with a human-centric approach. You'll start in an in-office environment... 
    Suggested
    Work at office

    Bank of America

    Paramount, CA
    6 days ago
  • $70k - $80k

     ...history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Carson, CA
    2 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern...  ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Long Beach, CA
    3 days ago
  • $90k - $160k

     ...Description: We Do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that... 
    Full time
    Work experience placement
    Local area

    Berkeley Research Group

    Signal Hill, CA
    4 days ago
  •  ...for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Long Beach, CA
    a month ago
  •  ...Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we...  ...snowboarding, and attending country concerts.  About the Financial Advisor Role:  As a Financial Advisor at Northwestern Mutual, you... 
    Internship
    Work at office
    Work from home
    Visa sponsorship
    Flexible hours

    The Fadil Group

    Torrance, CA
    7 days ago
  • $28.85 - $33.65 per hour

     ...At the company, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ..., grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... 
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Paramount, CA
    6 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I in South Gate, CA, to start with essential licensing (SIE, Series 7, 66) and build client relationships through comprehensive financial guidance. You will begin in a financial center, delivering advisory services... 
    Work at office

    Bank of America

    South Gate, CA
    4 days ago
  • Northwestern Mutual is seeking a Financial Advisor to help clients achieve their financial goals through trusted guidance and tailored solutions. You'll cultivate long-term relationships, provide expert advice, and grow professionally through comprehensive training, mentoring... 

    Northwestern Mutual

    Huntington Beach, CA
    2 days ago
  • $70 per hour

     ...partnership accounting Prepare and review quarterly incentive allocation and waterfall calculations Review quarterly and annual financial statements Coordinate with auditors and support annual audits Review investor communications, capital activity notices, and... 
    Remote work

    Green Key Resources

    Long Beach, CA
    2 days ago
  •  ...Financial RepresentativeThe purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions... 
    Work at office
    Local area

    Western & Southern Life

    Cerritos, CA
    1 day ago
  • Touro University Worldwide in Los Alamitos, CA seeks a full-time Financial Aid Advisor to join the Financial Aid Department. Counseling students and parents on the financial aid process, and processing applications and awards are core duties. You'll coordinate appeals,... 
    Full time
    Worldwide

    Touro University

    Los Alamitos, CA
    3 days ago
  •  ...Corporate! Successful Candidate Attributes: •Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. •Maintains a database of past clients for marketing purposes. •History of closing at least 3-5 units per month.... 
    Remote work

    Caliver Beach Mortgage, LLC

    Long Beach, CA
    4 days ago
  •  ...existing customers while actively developing new business throughout the Central Illinois market. Evaluate loan opportunities through financial analysis, cash flow assessment, collateral review, risk identification, and overall credit structure. Structure and recommend... 
    Seasonal work
    Local area

    The Agency Inc.

    Long Beach, CA
    1 day ago
  •  ...referral partners Guide borrowers through the loan application process and provide clear, timely communication Analyze borrower financials to recommend appropriate loan products Ensure all loan files meet federal, state, and investor compliance requirements... 
    Remote work
    Flexible hours

    West Capital Lending

    Long Beach, CA
    3 days ago
  • $70k - $80k

    Bank of America in the United States seeks a client-focused financial professional to plan short- and long-term goals with brokerage products and banking solutions. You will build financial plans, recommend strategies, and triage client requests while mitigating risk. The... 
    Temporary work
    Work at office
    Flexible hours

    Bank of America

    Compton, CA
    2 days ago
  •  ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers... 
    Work experience placement
    Work at office

    Fifth Third Bank

    Long Beach, CA
    2 days ago
  • $25 per hour

    Job Description Job Description ABOUT ROCKET LAB Rocket Lab is the end-to-end space company building rockets, spacecraft, and critical subsystems that keep the world connected, protected, expand humanity's reach to the Moon, Mars, and beyond. We move fast, build...
    Hourly pay
    Permanent employment
    Full time
    Work experience placement
    Internship
    Local area
    Relocation
    Flexible hours

    Rocket Lab Corporation

    Long Beach, CA
    24 days ago
  • $25 per hour

    Job Description Job Description ABOUT ROCKET LAB Rocket Lab is the end-to-end space company building rockets, spacecraft, and critical subsystems that keep the world connected, protected, expand humanity's reach to the Moon, Mars, and beyond. We move fast, build...
    Hourly pay
    Permanent employment
    Full time
    Work experience placement
    Summer work
    Internship
    Local area
    Relocation
    Flexible hours

    Rocket Lab Corporation

    Long Beach, CA
    24 days ago
  • $23 - $25 per hour

     ...As a Relationship/Personal Banker/Member Service Representative (MSR), you’re more than the face of the branch—you’re a trusted financial partner. You’ll blend service, sales, and problem‑solving to help members confidently navigate their financial journeys. What... 
    Hourly pay
    Weekday work

    Orange County's Federal Credit Union

    Long Beach, CA
    17 days ago
  • $20 - $26 per hour

    Overview To perform administrative duties and provide support to the Financial Consultant of Wealth Management. Responsibilities Answering general queries by telephone, email or in person Organize and accurately maintains filing Help support Financial Consultant’s daily... 
    Work at office

    East West Bank

    Torrance, CA
    2 days ago
  • Join our team as a Financial Advisor at Northwestern Mutual, where you will play a pivotal role in helping clients achieve their financial aspirations. In this position, you will cultivate long-lasting relationships, provide expert guidance, and deliver tailored financial... 
    Full time

    Northwestern Mutual

    Huntington Beach, CA
    2 days ago
  • $50k - $65k

     ...a growing team of mortgage professionals, and play an important role in helping customers navigate one of life's most significant financial decisions. The Opportunity As a Loan Officer Assistant, you will serve as a key partner to our Loan Originators, helping manage... 
    Hourly pay
    Full time
    Work at office
    Immediate start

    Mutual of Omaha Mortgage TPO

    Long Beach, CA
    7 days ago
  •  ...most successful brands. Summary : The FP&A Analyst supports budgeting, forecasting, management reporting, pricing analysis, and financial decision-making across CAPTEK. Reporting to the FP&A Manager, this role prepares recurring analyses, maintains financial models,... 
    Contract work
    Local area
    Worldwide

    Captek International

    Cerritos, CA
    4 days ago
  • $70k - $80k

    Bank of America in Torrance is seeking a detail-oriented financial advisor responsible for providing customized solutions to clients. The role involves triaging client leads, reviewing financial goals, and recommending investment strategies. Candidates must have at least... 

    Bank of America

    Torrance, CA
    3 days ago
  • $91.9k - $122.4k

     ...At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every...  ..., specifically in a broker/dealer or registered investment advisor environment FINRA Series 65 Required Bachelor’s degree in... 
    For contractors

    Edelman Financial Engines

    Seal Beach, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!