Financial Advisor
$61k - $119kUnavailable
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 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 Analysis Northwestern 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. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern 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 & Benefits Performance‑based earnings and revenue: Average advisor annual earnings of $61K-$119K (based 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning Qualifications You could be right for this opportunity if you have: Bachelor’s degree Entrepreneurial ambitions to be a business owner History of success in relationship‑building or client‑facing roles Excellent time‑management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship *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. Pay Range USD $61,000.00 - USD $250,000.00 /Yr. #J-18808-Ljbffr
- ...relationships, constantly challenging yourself, and providing financial planning and expertise, then we would like to talk to you! Our... ...and growing financial firm is expanding and seeking to add an Advisor to our Team! We market in multiple channels and actually put appointments...SuggestedWork at officeWeekday work
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...SuggestedFull timeContract workFor contractorsWork at office$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...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Financial Advisor Location: Newton, MA Job Summary: We are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and...Suggested
- ...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...SuggestedWork at officeShift workDay shift
- ...The Bulfinch Group provides the opportunity to have it all. Join our growing organization as a Financial Advisor. Are you looking for a career with a community? Do you have a desire to help others, a history of leadership and success? Are you full of spirit, passion, and...Permanent employmentWork at officeShift work
- ...Financial Solutions Advisor - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts; Newton, Massachusetts; Needham, Massachusetts; Waltham, Massachusetts; Waltham, Massachusetts; Watertown, Massachusetts; Chestnut Hill, Massachusetts; Belmont, Massachusetts...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$61k - $250k
Northwestern Mutual in Wellesley, MA is seeking a Financial Advisor to assist clients with financial planning and achieve their goals. This role offers comprehensive training and resources, allowing you to build personalized financial plans and manage client relationships...$61k - $119k
Northwestern Mutual is seeking a Financial Advisor in Wellesley, Massachusetts. In this role, you will help clients achieve their financial goals through tailored planning. The position emphasizes client-building, and the company offers comprehensive training for your first...- Bank of America Overview At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders...Temporary workWork at officeMonday to FridayShift workDay shift
$80k - $100k
Baystate Financial is seeking driven individuals in Wellesley, MA, to join their entrepreneurial team. This role offers the chance to build a book of business while providing guidance to clients on achieving their financial goals. With a compensation plan ranging from $...- ...Northwestern Mutual is seeking College Financial Representatives for their internship program based in Wellesley, Massachusetts. Interns will engage in building a financial planning practice with guidance and expert support, while balancing their academic commitments....InternshipFlexible hours
- ...The Bulfinch Group is seeking an experienced Financial Advisor who is looking for an opportunity to grow in a leadership/managerial position. The primary purpose of the Managing Associate is to recruit, train, supervise, retain, and grow a unit of Financial Representatives...Work experience placement
$70k - $80k
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....Full timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Johnson Brunetti in Needham, MA is looking for an Advisor to join their team. The role involves meeting with clients to provide financial planning and build strong relationships. Good candidates will have a college degree, multiple financial designations, plus over six...
$52.02k - $58.18k
Massachusetts Bay Community College is seeking a Financial Aid Assistant to oversee front desk operations and assist students with financial aid requests at its Wellesley campus. The role involves managing inquiries, advising on aid eligibility, and supporting students...- ...Financial Services Sales Representative The Moody Street Group, LLC, a general agency, of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives...Work at officeWorldwide
- ...management organization is seeking an experienced Wealth Management Advisor to join a growing advisory platform focused on serving high-net... ...aligned with client objectives, risk tolerance, and long-term financial goals. Guide clients through portfolio oversight, retirement...Work at office
$20 per hour
...Financial Advisor Boston, Massachusetts, United States About the Job Financial Advisor We are currently collaborating with a prestigious investment management firm in Boston Massachusetts, seeking a seasoned and results-driven Investment Management Financial Advisor...$59k - $98.3k
...products that best fit their unique needs. Engage clients in discussions about their retirement goals and objectives, and produce financial plans that include projections to help them visualize their future. Required Qualifications FINRA SIE, Series 7, 63, and 65. State...Temporary work$59k - $98.3k
...investment recommendations to help clients in the management of their retirement assets. Supported with an array of resources, Financial Advisors at Manulife John Hancock Wealth spend their time deepening relationships with an established base of customers and...Temporary workLocal area- ...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. As a financial advisor, you will: Grow your client base by making new connections, maintaining...
- ...The Financial Advisor is responsible for providing personalized financial guidance to individual clients, helping them achieve their short? and long?term financial goals. This role focuses on client advisory, relationship management, and ongoing financial planning support...Work at officeLocal area
$100k - $108k
...Financial Relationship Advisor Opportunity in Financial Services Financial Advisor Location(s): Boston, MA: 155 Seaport Blvd, Boston, MA 02210 Osaic has returned to the office on a hybrid schedule requiring a minimum of 2 - 3 days weekly in the office. Applicants located...Full timeWork at office$150k
...Financial Advisor Financial Advisor 2+ to 5 years experience Job Responsibilities: Serve Your Clients: •Cultivate strong relationships with members by consistently using the prescribed sales process. •Cultivate strong working relationships and trust among...Work experience placementWork at office- ...About the job Financial Advisor We are recruiting for a top tier advisor/team in the greater Boston market. If you are looking for an opportunity to work in a brokerage environment, with the backing of one of the countriess largest private banks, this could...
- ...Required Skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the...Immediate start
$28.85 - $33.65 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....Hourly payFull timeTemporary workWork at officeFlexible hoursShift workDay shift$175k - $225k
Dormont Manufacturing Co is searching for a Product Leader to drive the development of AI solutions for financial advisors. In this hybrid role, you will work onsite in Needham, MA, three days a week. The position focuses on creating innovative advisor experiences from...3 days per week$28.85 - $33.65 per hour
Bank of America is seeking a financial advisor in Boston. This role involves providing comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The ideal candidate will have experience in client relationship management and possess...Hourly pay
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