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

Financial Advisor

$61k - $119k

Northwestern Mutual Life Insurance Company

Financial Advisor OpportunityBecoming 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 lifeTraining, licensing & designationsNorthwestern 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 & BenefitsPerformance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 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 supportFully 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-OnsiteQualificationsYou 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 contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.Pay RangeUSD $61,000.00 - USD $250,000.00 /Yr.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Milwaukee, WI vacancy
  • $45k - $100k

     ...Financial Advisor OpportunityJoin 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... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Elm Grove, WI
    2 days ago
  • $61k - $119k

     ...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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Unavailable

    Elm Grove, WI
    4 days ago
  •  ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial...  ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over... 
    Suggested
    Local area

    Thrivent Financial

    Milwaukee, WI
    4 days ago
  •  ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and...  ...or company you sell The look and feel of an independent advisor—with the benefits of being an employee Three retirement programs... 
    Suggested

    Tri-State Wealth Advisors of Prudential Advisors

    Milwaukee, WI
    3 days ago
  • $115k - $125k

    Financial Advisor / Financial Planner (CFP® Preferred) Elm Grove, WI (Hybrid: 4 Days In Office) $115,000-$125,000 Base + Incentive Plan ⏰ 33-Hour Summer Work Week ✅ No Commissions | No Sales Quotas | No Cold Calling Build Financial Futures. Not Sales Pipelines.... 
    Suggested
    Summer work
    Work at office
    Work from home
    Flexible hours

    Liberty Financial Group Inc

    Elm Grove, WI
    7 days ago
  • $45k - $100k

     ...Financial Advisor PositionJoin 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... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Milwaukee, WI
    6 days ago
  • $150k

     ...Position: Financial Advisor Locations: Phoenix, AZ | Denver, CO | Remote​ About AQI Gallacher Capital (GC) dba Forward Wealth Founded in 1991, Gallacher Capital is a comprehensive wealth management advisory firm committed to empowering advisors through... 
    Work at office
    Remote work

    AQI Services LLC

    Milwaukee, WI
    1 day ago
  •  ...Financial Advisor This role can be hybrid remote depending on proximity to an office location. Company: Eagle Strategies Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice... 
    Full time
    Contract work
    For contractors
    Work at office
    Remote work

    Eagle Strategies

    Milwaukee, WI
    2 days ago
  •  ...Financial AdvisorDBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional...  ....This is an exciting opportunity for a driven Financial Advisor to join a growing firm that truly stands apart. We uniquely combine... 
    Full time
    Temporary work
    Work at office

    DBHW Wealth Partners

    Brookfield, WI
    1 day ago
  • $61k - $119k

     ...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... 
    Work at office

    Unavailable

    Wauwatosa, WI
    5 days ago
  • $20.54 - $24.16 per hour

     ...This role will be on-site at one of the following Midwest Region Campuses in Wisconsin: Kenosha, Brookfield, Madison. The Financial Aid Advisor supports Herzing University’s mission through administration of financial aid funding for the University’s students. This... 
    Hourly pay
    Work at office
    Monday to Friday
    Afternoon shift

    Herzing Brand

    Brookfield, WI
    2 days ago
  • $61k - $119k

     ...Job Description 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... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Brookfield, WI
    6 days ago
  • $73.5k - $120k

     ...Job Description Financial Advisor – Hybrid \n Milwaukee, Wisconsin \n \n Bring your skills to a deeply purposeful, financially rewarding career \n Thrivent is more than a financial services company – we’re a community that puts generosity at the heart of... 
    Full time
    Work at office
    Local area
    Remote work
    3 days per week

    Thrivent

    Milwaukee, WI
    25 days ago
  •  ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and...  ...or company you sell \n The look and feel of an independent advisor—with the benefits of being an employee \n Three retirement programs... 

    Tri-State Wealth Advisors of Prudential Advisors

    Milwaukee, WI
    6 days ago
  • Direct message the job poster from Northwestern Mutual Financial Advisor at Northwestern Mutual Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Through personalized insurance and investment... 
    Full time

    Northwestern Mutual

    Milwaukee, WI
    2 days ago
  •  ...starting your own business but not sure how to get started? A new Advisor is typically a career changer who has hit a ceiling in their...  ...Understand their clients' goals and visions to develop a holistic financial roadmap using tools such as retirement planning, investment and... 
    Work at office

    Northwestern Mutual

    Milwaukee, WI
    4 days ago
  •  ...Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients an established wealth management...  ...Service Advisor/Associate Advisor is to deliver comprehensive financial planning services and an exceptional client experience to... 

    Lead Advisor

    Milwaukee, WI
    2 days ago
  •  ...Licensed Financial AdvisorJoin Lakeshore Financial Group as a licensed financial advisor and become part of a team dedicated to empowering clients with personalized financial strategies. Here, you'll cultivate strong connections with a diverse clientele, ensuring their... 
    Flexible hours

    Lakeshore Financial Group

    Milwaukee, WI
    5 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

    Whitefish Bay, WI
    2 days ago
  • $97k - $192k

     ...The Wisconsin Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region...  ...Woodmen of America, where he focuses on helping members and advisors create lasting impact through financial guidance and community... 
    Work at office
    Local area
    Work from home
    Flexible hours

    Wisconsin Region Modern Woodmen of America

    Milwaukee, WI
    3 days ago
  • $61k - $119k

     ...business where you can help your clients achieve their goals through financial planning.Increase your chances of reaching the interview stage...  ...office, joining a sophisticated team, or becoming an advanced advisor.Compensation & BenefitsPerformance-based earnings and revenue1:... 
    Work at office

    Northwestern Mutual

    Milwaukee, WI
    1 day ago
  •  ...Financial Aid CounselorReports To: Director of Financial Aid & Veterans ServicesDepartment: Financial Aid & Veterans ServicesEmployment Status: Full-timePay Months: July-JunePosition Summary: The position of Financial Aid Counselor is an integral part of Mount Mary University... 
    Work at office
    Afternoon shift

    Mount Mary College

    Milwaukee, WI
    2 days ago
  • Job Description Job Description Company Description At APM, we live our values of iCARE – Integrity, Customer focus, Accountability, Respect, and Excellence – in everything we do. We are a purpose-driven organisation where procurement decisions directly impact...
    Work at office
    Local area

    Equus

    Milwaukee, WI
    29 days ago
  • Join Lakeshore Financial Group as a Licensed Financial Advisor, where you'll be part of a forward-thinking team committed to empowering clients with tailored financial strategies. We pride ourselves on fostering strong, meaningful connections with a diverse range of clients... 
    Work at office
    Local area
    Flexible hours

    Lakeshore Financial Group

    Milwaukee, WI
    6 days ago
  • $97k - $192k

     ...The Wisconsin Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region...  ...Woodmen of America, where he focuses on helping members and advisors create lasting impact through financial guidance and community... 
    Work at office
    Local area
    Work from home
    Flexible hours

    Wisconsin Region - Modern Woodmen of America

    Milwaukee, WI
    7 days ago
  • $61k - $119k

     ...business where you can help your clients achieve their goals through financial planning. \n \n \n Grow your client base by making new...  ...office, joining a sophisticated team, or becoming an advanced advisor. \n \n Compensation & Benefits \n \n Performance-... 
    Work at office

    Northwestern Mutual

    Milwaukee, WI
    19 days ago
  • Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members... 
    Local area

    Modern Woodmen of America

    Greendale, WI
    2 days ago
  • Overview 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... 

    WealthBridge Financial Group

    Milwaukee, WI
    2 days ago
  •  ...will help shape a procurement function that is not only commercially strong but socially meaningful. Job Description The Financial and Employment Planner – Eligibility is responsible for determining initial and ongoing eligibility for W-2 services and Job Access... 
    Second job
    Work at office
    Local area

    Equus

    Milwaukee, WI
    29 days ago
  •  ...Junior Financial AdvisorDBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing...  ...We are seeking a motivated and detail-oriented Junior Financial Advisor to support our advisory team in delivering comprehensive... 

    DBHW Wealth Partners

    South Milwaukee, WI
    1 day ago

Do you want to receive more vacancies?

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