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 UNAVAILABLE
$60.25k - $63k
...Financial Aid Advisor Position Information Position Title: Financial Aid Advisor Department: Financial Aid Posting Link: Job Type: Full-Time Posting Detail Information Position Summary The University at Buffalo (UB) Financial Aiddepartment is seeking a Financial AidAdvisor...SuggestedFull timeWork experience placementMonday to FridayWeekend workAfternoon shift$61k - $119k
...Education 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...SuggestedFull timeContract workFor contractorsWork at office$45k - $100k
...Financial Advisor Opportunity 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 proud to be privately...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$100k
...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...SuggestedWork at officeShift workDay shift- 1 week ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Business Development Manager at Prudential Advisors Prudential Advisors is looking for an experienced financial professional in the Amherst area that is interested in working...SuggestedFull time
$53.41k
...Title: Financial Counselor Job Type: Regular Company: Roswell Park Comprehensive Cancer Center Department: Revenue Integrity and Financial Clearance Time Type: Full time Weekly Hours: 37.5 FTE: 0.9375 Shift: First Shift (United...Full timeWork at officeShift workDay shift$60.25k
...Financial Aid Advisor Bookmark this Posting Print Preview | Apply for this Job Posting Details Position Information About Buffalo State Buffalo State is one of the largest comprehensive schools in the State University of New York system. As a civically minded...Full timeFor contractorsWork at officeLocal area- ...competitive drive, discipline, and team mentality to a career in financial services. Northwestern Mutual's Buffalo District is looking for... ...and strong client service. About the Role As a Financial Advisor, you'll work with clients to understand their financial needs...Full timeInternshipFlexible hoursNight shift
$75k
...Job Description Job Description Our firm is rapidly expanding, and we are looking for a Financial Advisor to join us in our mission of dramatically impacting the lives of others. We are looking for someone with the tenacity to grow professionally, a dream to break...Start working today- ...Job Description Job Description As a Financial Professional with MassMutual New York State you will guide individuals, families and businesses into the financial future they desire by utilizing our expansive insurance and financial product lines. You will be given...
$100k
...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...Work at officeShift workDay shift$18 - $22 per hour
...(4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial...Full timeTraineeshipWork experience placementLocal areaMonday to Friday$20.67 - $31.25 per hour
...New York 14210 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payFull timeWork experience placementFlexible hoursDay shift- ...economic, and global trends have created enormous opportunities for Financial Services Representatives. Financial growth. Personal... ...to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University...Full timeWork experience placementLocal area
- Lead Financial PlannerCompany OverviewWe are a full-service, holistic Wealth Management firm that has been serving the greater IL area for... ...3+ years of experience as a financial planner or wealth advisor, with demonstrable experience leading client relationships and/...
$19.23 - $28.37 per hour
..., New York 14120 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities... ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...Hourly payFull timeWork experience placementWork at officeFlexible hoursDay shift$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 1071 Payne Avenue - North Tonawanda, New York 14120 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and...Hourly payWork experience placementWork at officeDay shift$15.5 - $17.05 per hour
...experience by welcoming customers, efficiently processing transactions, resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business. Essential Functions: Achieve financial wellness activity goals,...Hourly payFull timeWork experience placementWork at officeWeekend workAfternoon shift$18 - $23.08 per hour
...New York 14221 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper...Hourly payWork experience placementShift workDay shift$18 - $23.08 per hour
...New York 14051 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial...Hourly payWork experience placementShift workDay shift- ...accelerate, and futures are built. Just as we help families achieve financial security and peace of mind, we invest in the growth and success... ..., NY 14221 Watch a day in the life of a Northwestern Mutual Advisor About Us Northwestern Mutual is a Fortune 500 company...Full timeInternshipVisa sponsorshipFlexible hoursNight shift
$200k - $300k
...business, ensuring every deployment meets Citi's governance standards and applicable regulatory requirements. Sitting within Citi's Non-Financial Risk function, this is a high-impact leadership role that places you at the centre of one of the most strategically important...Full timeWork at officeRemote work- ...analyze, and control risk management objectives. Ability to present effective oral and written reports, including statistical and financial analyses. PHYSICAL REQUIREMENTS: Tasks involve the ability to exert light physical effort in sedentary to light...Work at officeLocal area
$18.75 - $25 per hour
...New York 14221 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... .... Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper...Hourly payWork experience placementShift workDay shift$18.75 - $25 per hour
...Amherst, New York 14221Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... .... Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper...Hourly payDay shift- ...entrepreneurs, business leaders, and multigenerational families — and the advisors who serve them — exactly where they are. Today, Certuity... ...RIA Firm, and our advisors have been featured in Barron’s Top Financial Advisors.* Location: National Work Model : Flexible...Work at officeRemote workFlexible hours
$127.5k - $150k
...related to federal tax law, securities law, and state and local tax law. Support closings and coordinate with underwriters, financial advisors, issuers, and other transaction participants. Prepare closing and post-closing documents and maintain organized...Local areaFlexible hours$65k - $70k
...currently operate. We are currently hiring talented Virtual Wealth Advisors who proactively identify and sell a broad array of Investment... ...division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Wealth Advisor...Currently hiringWork at officeLocal areaFlexible hours$72k - $90k
...This is a newly defined role within an expanded Property Management department. About the role This Portfolio Manager owns the financial performance, tenant relationships, and lease administration for a portfolio that includes our flagship residential building (23...Work at officeLocal area$112k - $210k
...SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing... ...center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift
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