Financial Representative
Northwestern Mutual
The Woodland Hills Northwestern Mutual office is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients. Responsibilities: Build and maintain long-term relationships with clients by providing financial planning services Conduct client meetings to assess their financial needs, goals, and risk tolerance Develop and implement financial plans to help clients achieve their financial objectives Provide investment advice and manage client portfolios to ensure they are aligned with their financial goals and risk tolerance Stay up-to-date with the latest financial trends and developments to provide the best possible advice to clients Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning advice Meet regularly with clients to review their financial plans and make adjustments as necessary Generate new business through networking and referrals At Northwestern Mutual, we're committed to providing our Financial Advisors with the best possible training and support to help them succeed. Our award-winning training programs and mentorship culture are designed to help you build your skills and knowledge in financial planning and investment management. In addition, our highly collaborative culture encourages teamwork and knowledge sharing, so you'll have access to a network of experienced professionals who can provide guidance and support as you grow in your role. We believe that former collegiate athletes and veterans bring unique skills and experiences to this role, including discipline, teamwork, and leadership. We value diversity and encourage all qualified candidates to apply, including those from diverse backgrounds and those with disabilities. We offer competitive compensation and benefits packages, including health, dental, and vision insurance, a retirement plan, and opportunities for professional development and growth. As a commission-only role, there is no cap on your earning potential, providing unlimited opportunities for top performers. Commission structure to support early development Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 7, Series 63, CFP®, and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience History of success in sales, athletics, military, client services, or client-facing roles Excellent communication and interpersonal skills Strong attention to detail and ability to analyze complex financial data Demonstrated ability to build and maintain client relationships Desire for continuous learning Legal authorization to work in the US without sponsorship About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes! #1 Amongst Life Insurers Most Admired Companies 2 for Financial Soundness Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index $224 billion 3 (retail investment client assets held or managed) #J-18808-Ljbffr
- ...The Guardian Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry. As a Financial Representative you will work to help individuals...SuggestedPermanent employmentTemporary work
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...SuggestedFull timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours$1,000 per month
...College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial...SuggestedFull timeFor contractorsInternshipLocal areaFlexible hours- ...As an Entry-Level Financial Representative with Northwestern Mutual, you’ll be at the forefront of empowering individuals and families to reach their financial goals. We’re committed to providing you with the tools and support necessary to succeed, fostering a collaborative...Suggested
$25 - $39.69 per hour
...Senior Financial Counselor Representative (VHH) The Senior Financial Counselor Representative (VHH) provides daily leadership support, including monitoring work quality, assisting with workflow questions, and assisting management with department schedule and coverage...SuggestedHourly payFull timeWork experience placementLocal areaShift work- The Emergency Financial Representative is responsible for ensuring reimbursement to PIH Health from patients or other responsible parties along with assisting patients in understanding their health care insurance coverage by determining eligibility, benefits, and utilization...Work at officeNight shift
$71k
IntroductionSince 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community...Full timeTemporary work$28 - $32.85 per hour
The Office of Financial Aid is seeking a Financial Aid Counselor IIto assist with the day to day responsibilities of the Need Analysis unit. The Need Analysis unit is responsible for evaluating prospective and current student eligibility for financial aid. Additionally...Hourly payFull timeWork experience placementWork at officeLocal area$82.6k - $162.8k
...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and...Local areaVisa sponsorship$63.3k - $117.2k
...Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a... ...$117,200.00 Pay Type: Salaried & Commission The above represents BMO Financial Group's pay range and type. Salaries will vary based...Part timeLocal area- ...Financial Advisor Position at Edward Jones Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
- ...Emergency Department Financial Counselor We are seeking an experienced Emergency Department Financial Counselor to assist patients with insurance verification, financial screening, payment arrangements, and financial assistance programs. Responsibilities: Conduct...Flexible hours
$70.3k - $115k
...determine the most appropriate products to meet their long term financial goals. Provide advice and guidance regarding retirement... ...PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform...Remote work- ...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, teammates, communities and shareholders every...Temporary workWork at officeShift workDay shift
- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You...
$25.7 per hour
.../Merative and straight 'A's (2018-2024) for hospital safety from The Leapfrog Group.For more information, visit Responsibilities Financial Counselor determines patient liability based on benefits and advises patient of their liability prior to scheduled elective procedures...Daily paidFull timePart timeWork experience placementLocal areaShift work$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...Full timeContract workFor contractorsWork at office$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where... ...to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...Work at office- ...participating policy owners. The company has a long history of financial strength and strong performance, and although dividends are... ...Company (MassMutual) and its affiliated companies and sales representatives. MassMutual is headquartered in Springfield, Massachusetts and...Work experience placement
- ...Advisor Meet with and profile credit union members in order to determine the most appropriate products to meet their long term financial goals. Provide advice and guidance regarding retirement planning, college funding, long term investing the members' financial health...Full timePart timeRemote workFlexible hours
$100k - $145k
...Serve as the first point of contact for a number of the team's clients. Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Review a client...Temporary work- ...educate students in short-term and professional programs for gainful employment and career advancement.Careers Site: SUMMARYThe Financial Aid Advisor administers financial aid programs to prospective and active students. Responsibilities may include but are not limited...Temporary workWork at officeFlexible hours
$110k
...401(k) matching Bonus based on performance Competitive salary Dental insurance Vision insurance Pointwealth Capital Management – Financial Advisor. We are a boutique wealth management firm (~$500M AUM) based in Encino, CA, serving clients nationwide. We are seeking an...$51k - $320k
...About GoldBook Financial GoldBook Financial is a premier financial services firm and proud member of the MassMutual family of firms. At GoldBook Financial, you get the freedom to build your business your way - with the support of a local firm and the scale of MassMutual...Local areaFlexible hours$100k
...Mission Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We... ...Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/...Full timePart timeImmediate start$150k
...teamwork? Channel that drive into an exciting career with Beer Financial Group, a growing network within Northwestern Mutual! What... ...2006. Prior Experience? Started as a full-time financial representative in Princeton, NJ; held leadership roles as College Unit Director...Full timeWork at officeLocal areaRemote workFlexible hours3 days per week- ...Our Los Angeles office in California is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations. Our team members work together to meet company objectives...Work at office
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$60k - $80k
...Job Title Investment Services Representative Job Description Reports to: Manager, Investment Services. Functions Supervised: None... ...Meet with existing and prospective clients to promote financial planning and investment services. Conduct educational seminars...Temporary workLocal area$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours
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