Financial Advisor
$61k - $119kNorthwestern 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 and income protection, education funding, investment and advisory services, trust services, retirement solutions, and 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.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 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-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 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 2018-2023; 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.
$63.3k - $117.2k
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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- ...Northwestern Mutual is offering a College Financial Representative internship where you’ll learn to prospect, build a client base, and develop a strategic plan for financial guidance. You’ll receive coaching, exposure to planning software, and licensing support while pursuing...Full timeInternshipFlexible hours
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...HSA. Responsibilities: Build and maintain sophisticated financial models supporting acquisitions, project financings, joint ventures... ...with engineering, commercial, legal, finance, and external advisors throughout transaction execution. Monitor market...Permanent employment- U.S. Bank in Signal Hill, CA is seeking a Relationship Banker to build trusted client relationships by meeting face to face and advising on banking options. You will assess needs, open accounts, and support loan applications while delivering a high-quality customer experience...
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...AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client’s objectives, time horizon, and...Full timeTraineeshipWork experience placement- ...Financial Advisor Or Investment Advisor Representative We seek a Financial Advisor or Investment Advisor Representative to join our team! We will provide strategies and knowledge in investments and insurance to help clients achieve their long-term financial goals....
$18 - $26 per hour
...Financial Aid Advisor The Financial Aid Advisor delivers on our commitment of Service Excellence by building rapport, delivering clear and accurate information, offering effective solutions, and maintaining contact with students, their families and other influencers...Immediate startMonday to ThursdayFlexible hoursShift work$22 - $28 per hour
...this, we provide a professional faculty, well-qualified administrators, and a top-notch support staff. POSITION SUMMARY The Financial Aid Advisor administers financial aid programs to prospective and active students. Responsibilities may include but are not limited to performing...Temporary workWork at officeFlexible hoursShift work$70k - $80k
Job Description: This role provides comprehensive advice and customized solutions to clients to help them achieve financial goals. Key responsibilities include triaging leads, making referrals, meeting with clients, building financial plans, and recommending brokerage...Temporary workMonday to Friday- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with Securities Industry licenses (SIE, Series 7, 66) and to learn advisory fundamentals. You will acquire, build, and manage client relationships while delivering banking and investment solutions....
$70k - $80k
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$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 timeContract workFor contractorsInternshipLocal areaFlexible hours- ...of power generation and data center assets. You'll work directly with senior leadership on live deal execution, build and own the financial models that go in front of lenders and investment committees, and get hands-on exposure to the full capital stack — from non-recourse...Full timeLocal areaWork from homeFlexible hours
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...through budget development and monthly forecast submissions. Translate business assumptions from cross-functional partners into financial model inputs, ensuring forecast integrity across the consolidation. Develop financial acumen among non-finance stakeholders...
- ...Position Summary The Senior FP&A Analyst serves as a strategic business partner to leadership across the organization, delivering financial insights that drive decision-making and value creation. This role is responsible for forecasting, reporting, and performance...Work at office
$43.68k - $69.9k
...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Full timeWork experience placementWork at office- About the Financial Advisor Role As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long...Work from homeVisa sponsorshipFlexible hours
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