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

Financial Advisor

$61k - $119k

Northwestern Mutual

Financial Advisor Opportunity At Northwestern MutualBecoming 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 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 revenue1: Average advisor annual earnings of $61K-$119K (based on company average for representatives in the first 3 years)Top 25% advisor annual earnings of $137K-$250K (based on 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 support2Fully 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-OnsiteQualifications You 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 contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.*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.1No level of income is guaranteed. As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from ; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 20242Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.Pay RangeUSD $61,000.00 - USD $250,000.00 /Yr.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Naples, FL vacancy
  •  ...in job posting.   Summary: We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career...  ...you have found your home with First Horizon Advisors. As a Financial Advisor, you will be responsible for developing client... 
    Suggested
    Full time
    Work at office

    First Horizon Bank

    Naples, FL
    20 days ago
  •  ...As a Financial Advisor, you will be responsible for managing and expanding a portfolio of clients by nurturing existing relationships and actively pursuing new business opportunities. This role blends client retention with business development, requiring you to offer expert... 
    Suggested
    Temporary work
    Local area
    Remote work
    Flexible hours

    Moran Wealth Management, LLC

    Naples, FL
    4 days ago
  • ## Financial AdvisorApplyremote type: Hybridlocations: Naples, FLtime type: Full timeposted on: Posted 10 Days Agojob requisition id: JR100141HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion... 
    Suggested
    Temporary work
    Local area
    Flexible hours
    Night shift

    Hbkswealth

    Naples, FL
    1 day ago
  • $82k

    Northwestern Mutual: Bouchard Financial Group is seeking 3-4 new Financial Advisors to join our growing practice. Hiring in SW Florida: Fort Myers, Cape Coral, Naples, Bonita Springs, Lehigh Acres, LaBelle, and surrounding Lee, Collier and Charlotte County areas Northwestern... 
    Suggested
    Live in
    Visa sponsorship
    Relocation package

    Northwestern Mutual Bouchard Financial Group

    Naples, FL
    3 days ago
  •  ...Description As a Financial Consultant, you will play a pivotal role in helping clients make informed financial decisions, develop strategies...  ...position. Primary Responsibilities Serve as a trusted advisor, guiding clients through financial planning, investment... 
    Suggested
    Temporary work
    Remote work
    Flexible hours

    Moran Wealth Management LLC

    Naples, FL
    4 days ago
  • $87.4k - $123.4k

     ...Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also... 
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Remote work
    Work from home
    Work visa
    Flexible hours

    Empower

    Naples, FL
    4 days ago
  •  ...prospective, ultra-high net worth clients in partnership with Wealth Advisor and Senior Wealth Advisor professionals within your assigned...  ..., CFA preferredIdeally five plus years of prior experience in Financial Services, with some exposure to Wealth Management, Investment... 
    Temporary work
    Work at office
    Remote work

    Bessemer Trust

    Naples, FL
    8 days ago
  •  ...is seeking a dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively on new business development. This individual...  ...made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel. Bessemer Trust retains its original... 
    Temporary work
    Work at office
    Remote work

    Bessemer Trust

    Naples, FL
    8 days ago
  •  ...to ask for an accommodation or an alternative application process. Wealth Advisor Naples, FL or Ft Myers, FL Full Time Professional 30+ days ago Requisition ID: 1055 Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in... 
    Full time
    Work at office
    Remote work

    Sequoia Financial Group

    Naples, FL
    23 hours ago
  •  ...Moran Wealth Management, LLC in Naples, FL is seeking a seasoned Financial Advisor to manage and expand a client portfolio. You will nurture relationships, provide personalized financial plans, and deliver tailored investment solutions aligned with client goals. The... 

    Moran Wealth Management, LLC

    Naples, FL
    4 days ago
  •  ...Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Lawhon Network! Why Current and Former Athletes Could Thrive Here: We recognize the unique... 
    Internship
    Work at office
    Home office
    Flexible hours

    Northwestern Mutual - Lawhon Network

    Naples, FL
    25 days ago
  •  ...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 every day.... 
    Temporary work
    Shift work
    Day shift

    Bank of America Corporation

    Naples, FL
    27 days ago
  •  ...Job Description Job Description Position Summary In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base. This results-driven role will be responsible for designing and executing tailored... 
    Full time
    Work at office
    Remote work
    Monday to Friday
    Flexible hours

    Moors & Cabot Inc

    Naples, FL
    3 days ago
  •  ...Job DescriptionThe Financial Counselor I supports patient access and revenue cycle operations by verifying insurance coverage, securing financial arrangements, and coordinating all aspects of patient account management. This role serves as a key resource for patients by... 
    Full time
    Work at office

    Community Health Systems

    Naples, FL
    18 hours ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern...  ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Naples, FL
    18 hours ago
  •  ...growth. In this role you will: Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven conversations to understand customer needs and connect them with... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Naples, FL
    3 days ago
  •  ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional... 
    Full time
    Part time
    Work at office
    Shift work
    Night shift
    Weekend work
    Day shift

    HBCU CONNECT LLC

    Naples, FL
    2 days ago
  •  ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Naples, FL
    21 hours ago
  • $141k - $190k

     ...Wintrust Financial Corporation Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying... 
    Temporary work
    Work at office
    Flexible hours

    Wintrust Financial

    Naples, FL
    3 days ago
  • $39.6k

     ...responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing... 
    Full time
    Flexible hours

    Regions Financial

    Naples, FL
    4 days ago
  •  ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 
    Work experience placement
    Work at office
    Shift work

    PNC

    Naples, FL
    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...  ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Naples, FL
    2 days ago
  •  ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Naples, FL
    18 hours ago
  • Florida and Texas Currency Exchange is seeking a Teller in Naples to greet customers, handle currency exchange, and process transactions with accuracy. You will balance tills, maintain security, and support branch operations in a fast-paced retail environment. The role...

    Florida and Texas Currency Exchange

    Naples, FL
    3 days ago
  • $17 - $19 per hour

     ...where strong performance, teamwork, and initiative are recognized. If you are dependable, customer-focused, and interested in the financial-services industry, we invite you to explore a career with Florida and Texas Currency Exchange. Job Description - Teller: Key... 
    Local area
    Shift work

    Florida and Texas Currency Exchange

    Naples, FL
    3 days ago
  •  ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America Corporation

    Naples, FL
    more than 2 months ago
  • Senior TellerGENERAL DESCRIPTION OF POSITIONThe Senior Teller conducts transactions quickly, accurately, and efficiently while meeting or exceeding service quality standards. This position safeguards bank assets assigned to them. The Senior Teller contributes to the growth...
    Work at office
    Flexible hours
    Night shift
    Afternoon shift

    cen.ai

    Naples, FL
    4 days ago
  • Bank TellerFineMark Bank & Trust, a division of Commerce Bank, delivers exceptional service in banking, trust, and investments, fostering long-lasting client relationships. We provide a workplace grounded in integrity, teamwork, and an entrepreneurial spirit, where associates...
    Full time
    Work at office

    FineMark National Bank & Trust

    Naples, FL
    2 days ago
  •  ...ensuring that all loan decisions, actions, and recommendations are based on an accurate and thorough understanding of each customer's financial needs and conditions and comply with all laws, regulations, and bank policy. This position must properly administer the... 
    Night shift
    Afternoon shift

    cen.ai

    Naples, FL
    4 days ago
  •  ...sources. Meet with prospective clients at outside locations such as a client's home. Make in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower leads.Utilize and develop a network of resources for mortgage loan... 
    Local area

    NewRez LLC

    Naples, FL
    3 days ago

Do you want to receive more vacancies?

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