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
$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- 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
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- ...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
$75k
...We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising...SuggestedWork 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...Work at officeWork from homeHome officeFlexible hours- ...Financial Advisor We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful...
- Financial Advisor page is loaded## Financial Advisorremote type: Onsite Positionlocations: Tonawanda, NYtime type: Full timeposted on: Posted Todayjob requisition id: R84724# **Overview:**Serves as an advisor to provide an advice-based approach to financial solutions for...Work experience placementBank staffWork at office
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Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...Work at officeHome officeFlexible hours$17.89 - $24.73 per hour
Job Overview This position is responsible for performing any of the various tasks listed, as assigned. Tasks include additional bill letters, application 74 bill adjustments, cf 6084 bill processing, cn processing, customs statements assembly and submission, duplicate ...Work at officeMonday to FridayShift work- ...transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust,...Part timeImmediate start
- ...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...
$28.85 - $33.65 per hour
Position Summary Financial Solutions Advisor Stage I (FSA I) - retail and small‑business advisor focused on guiding clients through financial planning and investment solutions. Candidates must obtain SIE, Series 7, and Series 66 licenses within specified timelines and will...Hourly payPermanent employmentImmediate startMonday to FridayDay shift$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... ..., grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- Responsibilities Utilize basic industry and business knowledge to conduct analyses of hedge funds and other counterparty activities Contribute to the creation of customized reporting used to present information to management Support implementation of securities processing...
$20.67 - $31.25 per hour
...New York 14228 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payWork experience placementDay shift$25 - $38.46 per hour
...York 14223-1294 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate...Hourly payWork experience placementFlexible hoursDay shift$20.67 - $31.25 per hour
Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers... ...needs and provide guidance and solutions to assist in client’s financial wellness both in person and through proactive calling efforts....Hourly payWork experience placementDay shift$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$26 - $43.34 per hour
...Overview: Conducts a needs analysis of current and potential customers under guidance and direction of more experienced Financial Advisors. Based on these analyses, profiles, assesses, and closes sales opportunities for existing and perspective customers within assigned...Hourly payWork experience placementWork at office$18 - $26.21 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.**Primary Responsibilities:**Adhere to the established customer service standards...Hourly payPart timeImmediate start- Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
$18 - $26.21 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. Primary Responsibilities: Adhere to the established customer service standards...Hourly payPart timeImmediate start$18 - $23.08 per hour
...York 14221-5398 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- Job Overview A law firm seeks a Public Finance Associate in Buffalo, NY. The ideal candidate will have 2 to 5 years of experience in public finance law, supporting various transactions and managing multiple clients in a dynamic environment. Duties Assist with public finance...Local areaFlexible hours
$23.08 - $34.62 per hour
...clients. Essential Functions Provide support to the Private Client Advisors. Perform customer service duties and assist in daily office... ...Experience A minimum of 1-year experience in brokerage or financial services (required) Licenses and Certifications FINRA License...Hourly payWork experience placementWork at officeFlexible hours- ...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 a...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$75k
...Job Description Job Description We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating...Work at office
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