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

Financial Advisor

$61k - $119k

Northwestern Mutual Life Insurance Company

Financial Advisor OpportunityBecoming 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 AnalysisNorthwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that 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.ResponsibilitiesAs a financial advisor, you will:Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experienceBuild personalized, holistic financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of lifeTraining, licensing & designationsNorthwestern 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 & BenefitsPerformance-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 developmentRenewal income earned for continued client support and policy managementBonus programs and expense allowancesSupport for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and moreCertified Financial Planner® licensing support2Fully company-funded retirement package and pension planCompetitive and comprehensive medical, vision, and dental plansLife Insurance and Disability Income InsuranceParental benefits at every stage of family planning #LI-OnsiteQualificationsYou could be right for this opportunity if you have:Bachelor's degreeEntrepreneurial ambitions to be a business ownerHistory of success in relationship-building or client-facing rolesExcellent time-management skillsDesire for continuous learning and collaborationProficient critical thinking skillsStrong communicatorStrong sense of motivation and driveLegal authorization to work in the US without sponsorshipOur Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 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, 20242Certified 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 RangeUSD $61,000.00 - USD $250,000.00 /Yr.

Vacancy posted 8 hours ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Center Valley, PA vacancy
  •  ...MassMutual, you'll receive the training, mentorship, and business development support needed to grow a successful financial practice. Whether you're an experienced advisor looking for a stronger platform or a motivated professional ready to enter the industry, we'll help you... 
    Suggested
    Permanent employment

    Vista Wealth Solutions

    Center Valley, PA
    3 days ago
  •  ...Senior Financial AdvisorCAPTRUST is seeking a Senior Financial Advisor who will provide high-quality service to new and existing institutional retirement plan clients. A competitive salary is offered for this role as well as excellent career growth potential with an ever... 
    Suggested
    Temporary work
    Work at office
    Local area
    Flexible hours

    CAPTRUST

    Allentown, PA
    3 days ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida... 
    Suggested
    Work at office
    Shift work
    Day shift

    Bank of America

    Allentown, PA
    3 days ago
  • $150k - $175k

     ...Senior Financial AdvisorAllentown, PAModera Wealth Management is an independent, fee-only firm that strives to make a lasting positive...  ...to ownership.Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by... 
    Suggested
    Temporary work
    Work at office
    Local area
    Remote work

    Modera Wealth Management

    Allentown, PA
    14 hours 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... 
    Suggested
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Center Valley, PA
    3 days ago
  •  ...internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity... 
    Internship
    Monday to Friday

    Year Up United

    Whitehall, PA
    8 hours ago
  • $90k - $150k

     ...Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide Overview Boutique Independent RIA seeks an Associate Financial Advisor to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra... 
    Full time
    Work at office

    GemHarvest Executive Recruiting

    East Texas, PA
    4 days ago
  • OverviewWho Are We Looking For?CAPTRUST is seeking a Financial Advisor Relationship Manager to help build and be part of a very successful wealth management practice with team assets currently exceeding $50 billion. You'll provide comprehensive financial planning, investment... 
    Temporary work
    Local area
    Flexible hours

    Captrust

    Allentown, PA
    8 hours 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... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Center Valley, PA
    4 days ago
  • $19.23 - $28.37 per hour

     ...Financial Wellness Advisor Location: 2971 MacArthur Road - Whitehall, Pennsylvania 18052 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction... 
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    KeyCorp

    Whitehall, PA
    3 days ago
  •  ...Health insurance Paid time off Summit Investment Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon Valley and Dublin, PA, offering financial advisory services, insurance products and services offered through Summit Financial Group,... 
    Internship
    Work at office

    Summit Financial Group, Inc.

    Perkasie, PA
    3 days ago
  •  ..., educate them on self-service options, and process cash transactions accurately. You will build relationships, understand client financial priorities, and connect them to solutions that support their goals. We expect a motivated self-starter with strong communication,... 
    Weekend work

    Bank of America

    Bethlehem, PA
    2 days ago
  •  ...applying for any new position.** Acknowledge ( **Job Description:** 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,... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Allentown, PA
    2 days ago
  •  ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful... 
    Immediate start
    Afternoon shift

    Chase

    Allentown, PA
    13 hours ago
  •  ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Allentown, PA
    3 days ago
  • Overview Lutron has an immediate opening for a Financial Analyst to support our Operations Finance Team. This position will be a key part of the Corporate Finance Team supporting management decision-making with reporting and analysis in a cross-functional environment. A... 
    Work experience placement
    H1b
    Immediate start
    Worldwide

    Lutron Electronics Co., Inc

    Coopersburg, PA
    8 hours ago
  •  ...Financial Counselor Hanover Hill Behavioral Health, located in Bethlehem, Pennsylvania, combines two leaders in health care, in the partnership of Universal Health Services & Lehigh Valley Health Network. This brand new 144-bed free standing behavioral health facility... 
    Part time
    Local area

    Alan B. Miller Medical Center

    Bethlehem, PA
    5 days ago
  •  ...meaningful impact as DLP Bank continues to expand in the market. What you have already achieved: (Requirements) ~5+ years of financial services experience, with demonstrated experience working directly with high-net-worth individuals, entrepreneurs, and/or business... 
    For contractors

    DLP Bank

    Bethlehem, PA
    3 days ago
  •  ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Whitehall, PA
    1 day ago
  •  ...Financial Advisor (Fall/Recent Graduates, Early Acceptance) About Vista Wealth Solutions At Vista Wealth Solutions, we believe great financial advisors aren't born—they're developed. Backed by the strength and stability of MassMutual, we provide the training, mentorship... 
    Permanent employment
    Full time

    Vista Wealth Solutions

    Allentown, PA
    29 days ago
  • OverviewWe are seeking a Lead Financial Data Analyst to support the Financial Planning & Analysis (FP&A) organization at our Global Headquarters in Coopersburg, PA. The Lead Financial Data Analyst will be responsible for driving enterprise analytics, reporting strategy,... 
    Work experience placement
    H1b
    Immediate start
    Worldwide

    Lutron Electronics

    Coopersburg, PA
    8 hours ago
  • $20.67 - $31.25 per hour

     ...Pennsylvania 18951 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank...  ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... 
    Hourly pay
    Work experience placement
    Day shift

    KeyBank

    Quakertown, PA
    more than 2 months ago
  •  ...services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Allentown, PA
    5 days ago
  •  ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional... 
    Full time
    Part time
    Work at office
    Night shift
    Weekend work

    Truist

    Bethlehem, PA
    3 days ago
  • $24 - $33.5 per hour

     ...Job Description: The Retail Banker II Float is a customer liaison that is integral to delivering TD's brand promise by utilizing financial expertise and consultative advice in advising customers regarding personal banking solutions/needs. This role contributes to the achievement... 
    Full time
    Work at office

    TD Bank

    Allentown, PA
    7 days ago
  • $50k - $100k

     ...About Strategic People Advisors Strategic People Advisors ( is a boutique recruitment agency representing elite clients in the financial services sector. On behalf of our client—a prominent wealth management team appointed with the insurance companies of OneAmerica... 
    Full time
    Local area

    Strategic People Advisors

    Allentown, PA
    a month ago
  •  ...Job Title Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based financial solutions. Actively seeks opportunities to expand relationships. Capable... 
    Bank staff
    Work at office
    Night shift

    Peoples Security Bank & Trust Company

    Bethlehem, PA
    4 days ago
  •  ...include, but are not limited to: Collect and analyze credit information from all available sources, including: in-house, other financial institutions, various agencies, etc. Analyze financial statements and all related material, in part, through use of spreading software... 

    QNB Bank

    Quakertown, PA
    more than 2 months ago
  • Senior Loan ProcessorThe Senior Loan Processor is responsible for taking a home loan file from submission through closing. This includes analyzing and verifying credit, income, asset, appraisal, and title documentation on purchase, refinance and home equity transactions...
    Full time
    Work at office

    Cross Key Management

    Allentown, PA
    3 days ago
  • Job Description Job Description Why You’ll Love Working Here We know talented attorneys have choices, and we work hard to be the place they choose to build their careers. Here, associates do sophisticated work in a genuinely collaborative environment where support...
    Work at office
    Local area

    Norris McLaughlin PA

    Allentown, PA
    9 days ago

Do you want to receive more vacancies?

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