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

Financial Advisor Career Changer

$80k
Full-time

Northwestern Mutual - Fairfield County

Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Elevate your career and join the high-performing team at Northwestern Mutual of Fairfield County! We’re actively seeking to add a Financial Advisor to lead our network of offices into an exciting new phase of growth and success. Our passion for community support is evident in our ongoing contributions to these charities: Local: Norwalk Open Door (transitioning people from homelessness into mainstream society), Filling in the Blanks (meals for schools). National: Alex’s Lemonade Stand (Pediatric Cancer). We’re also proud to support the Catch A Lift Fund, helping post-9/11 veterans recover and thrive through fitness, wellness, and community. Our network is one of Northwestern Mutual’s most historic network offices. In 2024, the firm had 5 advisors ranked in the Top-10 of the Forbes Best-In-State Financial Securities List (CT) and 9 rank in the Top-25. Our thriving offices are located: Stamford Network Office: 333 Ludlow Street, Suite 6 Stamford, CT 06902 Westport District Office: 274 Riverside Ave, Suite 4 Westport, CT 06880 Fairfield District Office: 1 Eliot Place, Suite 200 Fairfield, CT 06824 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: Income Range Within Our Network of Offices: Years 1-4 in Business: Average: $80,000 Top 25%: $170,000 Top 10%: $240,000 Top performers exceed $200,000 in Year 1 Years 5+ in Business: Average: $305,000 Top 25%: $730,000 Top 10%: $1,115,000 A Glance at Northwestern Mutual (NM): Northwestern 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 answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Alex Beilin – Managing Partner How long with NM? 30 years. Previous experience? Worked at TGIFriday’s during college, excelling in customer service and seasonal sales. Passionate about? Spending time with his wife Leslie and son Luca, traveling, sports, and exploring different cultures, as well as faith development. Louis Pietig – Managing Director, Fairfield District Office How long with NM? 7 years. Previous experience? Financial services wholesaler at Horizon Kinetics and Cohen & Steers, then financial advisor at Wells Fargo Advisors. Passionate about? Family, community service, and travel. He has 3 sons and actively gives back to the community. Andrew Kalinowski – Managing Director, Westport District Office How long with NM? 10 years, including an internship. Previous experience? Held jobs at a car wash and as a bus boy/dishwasher in high school. Passionate about? Golf, snowboarding, scuba diving, and Boston sports, especially football (Patriots) and hockey (Bruins). About the Financial Advisor Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree in finance, business, or a related field is strongly preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Beilin is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

Vacancy posted 20 hours ago
Similar jobs that could be interesting for youBased on the Financial Advisor Career Changer in Bridgeport, CT vacancy
  •  ...Consumer, Small, and Business Banking division. This role emphasizes building strong customer relationships and providing tailored financial solutions. Applicants should have at least 6 months of customer interaction experience and must meet specific banking requirements... 
    Suggested
    Full time
    Part time

    Quality Talent Group

    Trumbull, CT
    6 hours ago
  •  ...pre-retirees and retirees (50+) have the financial security, guaranteed income, and risk...  ...confidence. We are looking for a Financial Advisor who is passionate about retirement...  ...retirement plans. If you're looking for a career where you can truly help clients secure... 
    Suggested
    Temporary work

    Strategies For Wealth Management Ll

    Shelton, CT
    1 day ago
  •  ...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...  ...workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting... 
    Suggested
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Fairfield, CT
    28 days ago
  • $58.5k - $70k

     ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Sikorsky Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated... 
    Suggested
    Work at office
    Local area

    LPL Financial

    Trumbull, CT
    2 days ago
  • $90k - $100k

     ...strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data,... 
    Suggested
    Work at office

    Strategies For Wealth

    Fairfield, CT
    4 days ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible...  .... At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Westport, CT
    more than 2 months ago
  •  ...dynamic individual with a great attitude, desire to help others, and a commitment to excellent customer service to fill the role of Career Coach in our Career Center. Full-time: 40hrs/week What Goodwill can offer you : ~ Opportunities for career advancement... 
    Full time
    Temporary work
    Work at office

    GOODWILL OF WESTERN & NORTHERN CONNECTICUT

    Bridgeport, CT
    a month ago
  • $103.7k - $179.86k

     ...drivers to monthly EAC changes, supported by contractual and /or financial system evidence. • Prepare and present (in a concise and...  ...expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been... 
    Full time
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Relocation
    Flexible hours
    Shift work
    3 days per week

    Lockheed Martin Corporation

    Stratford, CT
    4 days ago
  •  ...review the calculations performed by an outside administrator. Assist the Fund Controller in reviewing quarterly and annual GAAP Financial Statements prepared by the fund administrator. Work with external auditors to ensure audits and quarterly reviews are conducted in... 

    TBG | The Bachrach Group

    Fairfield, CT
    5 days ago
  •  ...unions in the state, with over $1 billion in assets, and we continue to grow! If you are passionate about helping people achieve their financial goals and want to make a difference in the local community, we want to hear from you! We are looking for talented people to help... 
    Local area

    Sikorsky Financial Credit Union

    Fairfield, CT
    5 days ago
  • $21 - $31.98 per hour

     ...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Float tellers will frequently travel to different branches within a designated area... 
    Hourly pay
    Immediate start

    M&T Bank

    Fairfield, CT
    4 days ago
  •  ...Job Description Office Location: Bridgeport, Texas, United States. ESSENTIAL FUNCTIONS Processes financial transactions promptly and accurately. Strictly adheres to all bank policies and procedures. Prioritizes client demands. Provides impeccable customer service. Communicates... 
    For contractors
    Work at office
    Flexible hours

    First Financial Bancorp

    Bridgeport, CT
    4 days ago
  • M&T Bank - - Responsibilities: Balance and process customer transactions accurately and efficiently; Provide differentiated customer service by understanding customer needs; Educate customers through shoulder-to-shoulder digital demonstrations; Actively engage in lobby...

    M&T Bank

    Stratford, CT
    4 days ago
  • $230k - $385k

     ...Department and Role Finance is the guardian of Bridgewater’s financial resources. We seek to drive sustainable shareholder value by...  ...Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that... 
    Contract work

    Dormont Manufacturing Co

    Westport, CT
    1 day ago
  •  ...in the state, with over $1 billion in assets, and we continue to grow! If you are passionate about helping people achieve their financial goals and want to make a difference in the local community, we want to hear from you! We are looking for talented people to help... 
    Local area
    Weekend work
    Afternoon shift

    Sikorsky Financial Credit Union

    Fairfield, CT
    4 days ago
  • $115k - $145k

     ...elements, involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining...  ...including health and wellness and family support, can be found on the Careers page of our website. Cornerstone Research provides Equal... 
    Full time
    Work experience placement
    Local area

    Cornerstone Research

    Bridgeport, CT
    4 days ago
  • $84.61k - $141.02k

     ...– available 1st day! Company 401K contribution received starting Day 1 (for participants 21+ years old) Educational support, career development, and growth opportunities Job Security (we’ve never had a lay-off, even during the pandemic) Flexibility, including... 
    Interim role
    Work at office

    LAWLEY AGENCY, LLC

    Shelton, CT
    17 days ago
  •  ...Patient Financial Access Specialist-ED To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must... 
    Work experience placement
    Work at office

    Yale New Haven Health

    Bridgeport, CT
    21 hours ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and improve AI Assistant answers to questions about macro... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Trumbull, CT
    more than 2 months ago
  •  ...dedicated to achieving optimal wellness for the communities we serve. We are currently recruiting for a Full Time bilingual Financial Counselor for our location in Bridgeport, CT. POSITION SUMMARY The Financial Counselor is a member of a healthcare team... 
    Full time
    Work at office

    Optimus Health Care, Inc.

    Bridgeport, CT
    15 days ago
  •  ...Job Description Job Description About Us At WealthBridge Financial Group, we help individuals, families, and business owners create...  ...Desire to build a client-focused business and long-term career Self-motivated, disciplined, and goal-oriented Interest in... 
    Flexible hours

    WealthBridge Financial Group

    Southport, CT
    6 days ago
  • Sikorsky Credit Union is seeking a Lead Teller in Fairfield, Connecticut, to manage the teller line and ensure compliance with policies. The ideal candidate will have strong customer service skills, previous supervisory experience, and a background in cash handling. You...

    Sikorsky Financial Credit Union

    Fairfield, CT
    4 days ago
  • $19 - $28.84 per hour

     ...processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Float tellers...  ...or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace. Career Site Privacy Notice
    Hourly pay
    Full time
    Local area
    Immediate start

    M&T Bank

    Milford, CT
    2 days ago
  •  ...Team as an Investment Sales Associate Are you looking to build a career in investment real estate with the robust backing of an...  ...investment valuation using cutting-edge CRE analytic tools and financial modeling. Assist in preparing compelling presentations for prospective... 
    Local area
    Immediate start

    Northeast Private Client Group LLC

    Shelton, CT
    5 days ago
  •  ...a positive impact on people in your community? Connex Credit Union is looking for diverse talent who are motivated to improve the financial well-being of others. We’re a company with a long and successful history where trust is important and exceptional customer service... 
    Permanent employment
    Temporary work
    Work at office
    Shift work

    Connex Credit Union

    Orange, CT
    4 days ago
  • Part-time Clerk- Library The City of Danbury is announcing an opening for the position of Part-time Clerk- Library Essential Functions: Using an automated library circulation system to check materials in and out to patrons of all ages. Greeting patrons ...
    Part time
    Work at office
    Immediate start
    Shift work

    GovernmentJobs.com

    Bridgeport, CT
    1 day ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro trends,... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Fairfield, CT
    4 days ago
  •  ...providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the... 
    Hourly pay
    Full time

    Ion Bank

    Shelton, CT
    4 days ago
  •  ...Job Description Job Description Wealth Advisor Wealth Advisor Position Overview We are seeking a client-focused Wealth Advisor...  ...their wealth. The Wealth Advisor will deliver comprehensive financial planning and investment advice, design tailored portfolios, and... 
    Ongoing contract
    Local area

    Cybercoders

    Fairfield, CT
    4 days ago
  • $50 - $60 per hour

     ...finance professionalswith advanced degrees (MBA+) and professional experience to use their expertise to help shapehow AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. Inthis... 
    Hourly pay
    Full time
    Contract work
    Part time
    Work experience placement
    Remote work

    Data Annotation

    Trumbull, CT
    4 days ago

Do you want to receive more vacancies?

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