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 supportFully 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 contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.Pay RangeUSD $61,000.00 - USD $250,000.00 /Yr.

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Monterey, CA vacancy
  •  ...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 behaviors... 
    Suggested
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command

    Monterey, CA
    8 days ago
  • $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
    Full time
    Contract work
    For contractors
    Work at office

    UNAVAILABLE

    Monterey, CA
    2 days ago
  •  ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client... 
    Suggested
    Full time
    Part time

    SkyKey Financial

    Monterey, CA
    4 days ago
  • $28.85 - $33.65 per hour

     ...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...  ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Carmel, CA
    1 day ago
  •  ...is rooted in building a culture of highly educated, integrated advisors who are committed to growing themselves and their clients with...  ...a strong emphasis on planning and a mission to create lasting financial security, we are proud to be part of a Top 10 Network Office... 
    Suggested
    Full time
    Internship
    Work at office
    Local area
    Visa sponsorship
    Flexible hours

    Northwestern Mutual - Monterey District

    Monterey, CA
    23 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. Qualifications Are you a fit for this internship... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Monterey, CA
    2 days ago
  • $110k - $120k

     ...Job DescriptionJob Title: Senior Financial Planning and AnalysisDepartment: FinanceReports To: Senior Manager, Financial Systems and Business IntelligenceClassification: ExemptPrimary Location: Corporate Headquarters in Monterey, CASecondary Location: US RemotePosition... 
    Full time
    Contract work
    For contractors
    Local area
    Remote work

    LanguageLine Solutions

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

    Overview 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 up. Our college financial representatives, who come from... 
    Full time
    Internship
    Local area

    UNAVAILABLE

    Monterey, CA
    3 days ago
  •  ...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Monterey, CA
    4 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

    Seaside, CA
    2 days ago
  •  ...Relationship Banker At Five Star Bank, our people are our greatest competitive advantage. As a Relationship Banker, you will combine expert financial knowledge with an advice-led approach to deliver personalized solutions and build lasting customer relationships. You’ll drive... 
    Full time
    Bank staff
    Work at office
    Local area
    Monday to Thursday
    Flexible hours
    Rotating shift

    Five Star Bank

    Pebble Beach, CA
    5 days ago
  • $25 - $26.77 per hour

    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 day. Being... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Seaside, CA
    5 days ago
  • $23.28 per hour

     ...TEKsystems is currently hiring a Bank Teller to start with a Fortune 100 Financial Institution in Monterey! Branch Location: Monterey, CA 93943 *Job Description:* ~ To provide members and prospective members the full range of products and services offered by the client... 
    Full time
    Contract work
    Temporary work
    Currently hiring
    Monday to Friday

    TEKsystems

    Monterey, CA
    3 days ago
  •  ...candidate will solicit the sale of bank services to businesses. Other duties and responsibilities include collecting and analyzing financial data to determine the creditworthiness of the prospect.  Provide secured financing solutions in support of working capital growth... 
    Local area

    MRINetwork Jobs

    Monterey, CA
    a month ago
  • $24 - $27 per hour

     ...Street Outreach Advisor Location: Hybrid - Field Based (Based on Hiring County) Employment Type: Full-Time Compensation: $24-$27 per hour About Pacific Health Group At Pacific Health Group, we care deeply about the people and communities we serve. We meet... 
    Hourly pay
    Full time
    Local area

    Pacific Health Group

    Monterey, CA
    1 day 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

    JPMorgan Chase & Co.

    Carmel, CA
    5 hours ago
  • $19 - $23 per hour

     ...individuals who enjoy mentoring young adults and helping others build independence. Many successful Life Skills Coaches and Resident Advisors at CLE come from backgrounds such as: • Psychology • Social work • Education or special education • Counseling •... 
    Hourly pay
    Part time
    Self employment
    Internship
    Local area
    Flexible hours
    Night shift

    College Living Experience

    Monterey, CA
    2 days ago
  • Mechanics Bank is seeking a full-time Customer Service Representative for our Seaside Branch. Under supervision, you will handle basic to moderately complex banking transactions, deliver high levels of service, and assist customers with product referrals while ensuring ...
    Full time

    Mechanics Bank

    Seaside, CA
    2 days ago
  •  ...immediate attention. Locates out-of-stock parts from outside source and submits an emergency order, if necessary. Notifies the service advisor and the customer when special ordered parts have been received. Notifies the body shop when all parts have arrived and when they... 
    Immediate start

    Val Strough Cypress Coast Automotive Group

    Seaside, CA
    3 days ago
  • $90k - $149k

     ...level Seniority level Associate Employment type Employment type Full-time Job function Job function Finance and Analyst Industries Financial Services and Insurance Referrals increase your chances of interviewing at DW Simpson Global Actuarial & Analytics Recruitment by 2... 
    Full time

    DW Simpson & Company

    Monterey, CA
    5 days ago
  • $91.1k - $179.5k

     ...Consultant, Technical Transformation on the Finance Transformation team, you will be responsible for… Configure and support Oracle Financial Consolidation and Close Cloud Service (FCCS) to streamline consolidation, eliminations, roll-forwards, and financial statement... 
    Local area

    Deloitte

    Monterey, CA
    2 days ago
  • Job Description Job Description Quality/Risk RN Manager Currently looking for an experienced Quality/Risk/Regulatory Healthcare Nurse Manager to fill an opening at an Acute Care Hospital in Central California. Interested candidates should have CPHQ, HCQM, or...
    Permanent employment
    Full time

    Radius Staffing Solutions

    Monterey, CA
    a month ago
  •  ...Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization... 
    Full time
    Work at office
    Local area

    MUFG Bank, Ltd.

    Marina, CA
    8 days ago

Do you want to receive more vacancies?

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