Entrepreneurial Financial Planner & Advisor
Northwestern Mutual
Northwestern Mutual is seeking aspiring financial advisors to start their own practice as independent contractors with robust training and licensing support. The role emphasizes building a client base, delivering comprehensive financial plans, and guiding clients through life’s stages while earning through a performance‑based compensation structure. The program covers Life/Health, SIE, and Series licensing, plus CFP pathway support, retirement benefits, and access to a national advisor network #J-18808-Ljbffr Northwestern Mutual
$61k - $250k
...Mutual in New York is seeking ambitious individuals to become financial advisors. You will have the opportunity to build your client base,... ...a Bachelor’s degree and strong communication skills, with entrepreneurial aims and a drive for continuous learning. #J-18808-Ljbffr...Suggested- Northwestern Mutual is seeking a financial advisor to start a business-building career with award-winning training and licensing. You begin as a financial representative focused on client development and obtaining licenses, with a performance-based compensation structure...SuggestedWork at office
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Series 63, and more Certified Financial Planner licensing support Fully company‑funded... ...if you have: Bachelor’s degree Entrepreneurial ambitions to be a business owner History...SuggestedWork at office$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...internship? Full‑time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (...SuggestedFull timeInternshipLocal area$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...full‑time Financial Representative or Advisor role upon graduation. Qualifications... ...student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly...SuggestedFull timeInternshipLocal areaFlexible hours$80k - $90k
...life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients... ...probe for clarity and understanding Goal and results oriented Entrepreneurial mindset with a proven ability to source clients through...Interim roleWork at officeLocal areaImmediate startShift workDay shift$20.67 - $31.25 per hour
...Latham, New York 12110 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 payWork experience placementDay shift- ...Equitable Advisors is dedicated to helping clients achieve meaningful financial wellness. Our network of over 4,300 financial professionals nationwide is committed... ...with strong self confidence Mindset: entrepreneurial spirit with a desire to positively impact others...Work experience placementWork at officeLocal areaFlexible hours
$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready... ...experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on...Flexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...63, and more Certified Financial Planner® licensing support2 Fully company-... ...have: Bachelor's degree Entrepreneurial ambitions to be a business owner History...Full timeContract workFor contractorsWork at office- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning... ...skills, both written and verbal Highly entrepreneurial Shift: 1st shift (United States of...Work at officeShift workDay shift
- Arrow Financial Corporation is seeking a Relationship Banker for its Colonie office. This role requires a dynamic individual to cultivate customer loyalty while providing exceptional service and mentorship. The successful candidate will manage transactions, address customer...Work at office
- Responsibilities Advocate for members, seeking ways to enhance members’ experience, providing solutions that help them achieve their financial goals Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member...
$22.82 - $24.82 per hour
...Relationship Banker for their Wolf Road Branch in Colonie, NY. You will provide exceptional service to members by understanding their financial needs and supporting branch goals. The ideal candidate has a strong background in customer service and branch banking. This...Hourly payWork at office$21.25 - $24.5 per hour
The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Colonie team as: Relationship Banker This opportunity may be perfect for you if...Work at officeLocal areaImmediate startFlexible hours- ...retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their... ...work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to...Immediate startAfternoon shift
- KeyCorp in Latham, NY is seeking a Private Client Banker to manage the full client relationship with a plan-based financial advisory approach. You’ll service clients with up to $2M in investable assets, identify financial wellness opportunities, and refer appropriate products...
$25 - $38.46 per hour
...Latham, New York 12110 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...on the entire client relationship with a plan‑based approach to financial advice. As a PCB, you will deliver and refer appropriate financial...Hourly payFlexible hoursDay shift- KeyBank in Latham, NY is seeking a Personal Banker to engage clients in conversations, assess financial needs, and offer tailored guidance and solutions to support their financial wellness. You will open personal and small business accounts, build relationships, and collaborate...
- ...Banker to enhance customer experiences and build lasting relationships. This role involves managing customer accounts, providing financial solutions, and connecting clients with technology. Candidates must have at least 1 year of retail banking or financial services experience...Flexible hours
- KeyBank is seeking a Private Client Banker in Latham, NY to manage the full client relationship with a plan-based approach to financial advice for clients with up to $2M in investable assets. You will identify opportunities, refer investment and insurance products through...
- ...Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly... ...use your knowledge of investments, financial planning, credit and banking to both advise... ...Asset Management provides individuals, advisors and institutions with strategies and...Temporary workWork experience placementLocal area
$18 - $26.21 per hour
...processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Float... ...centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit and critical thinking in support of the Company's culture...Hourly payImmediate start- ...career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping...Flexible hours
- ...Northwestern Mutual in Albany, NY, is seeking College Financial Representatives for an internship program. Interns will have the opportunity... ...are full-time students, preferably juniors or seniors, with entrepreneurial ambitions and strong time-management skills. #J-18808-Ljbffr...Full timeInternshipFlexible hours
- ...Northwestern Mutual is seeking College Financial Representatives for an internship program in Town of Colonie, NY. This position offers students a chance to build a financial planning practice, network with professionals, and gain valuable financial knowledge while working...Full timeInternship
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual receive guidance, connection, and a framework... ...Full‑time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (...Full timeContract workFor contractorsInternshipLocal area$75k
...Entry-Level Financial Advisor Thoroughbred Advisors - National Life Group Latham, New York, United States About this position Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious...Flexible hours- ...Northwestern Mutual is seeking College Financial Representatives in Albany, NY. This internship offers a unique opportunity to build... ...is a full-time student, preferably a junior or senior, with entrepreneurial aspirations. Responsibilities include networking, preparing financial...Full timeInternshipFlexible hours
$96.69k - $112.15k
...other days. Position responsibilities will include, but are not limited to: Maintain complex, project and portfolio-level financial models to evaluate project returns (IRR, NPV), cash flows, and sensitivities Responsible for providing arm's length pricing to...Work at officeLocal areaImmediate startWork from homeFlexible hours
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