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
$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- ...Client Account Specialist in Mequon, Wisconsin. In this role, you will assist clients who have requested information about life and financial protection coverage. You will guide them through their options and help them on their pathway to understanding benefits. The ideal...SuggestedRemote work
$200k
...Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning...SuggestedLocal area- ...Financial Advisor Our client is one of the top lending institutions in the USA. Over the past 8 years, we have assisted this client in the hiring of 250+ experienced Financial Advisors to their platform. Here are a few highlights: The average investment revenue of our...Suggested
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC's Wealth Management organization, you will be based in Pewaukee, WI. Financial Advisors are based within a...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$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. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible 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$41.71k - $65k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Local areaImmediate startDay shift$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,...Hourly payFull timeImmediate start$1,210 per month
...Office Job Type Local Offering Non-Clinical Profession Finance Specialty Patient Financial Counselor Job ID 18854084 Job Title Patient Financial Counselor Weekly Pay $1210.0 Shift...Weekly payWork at officeLocal areaShift work- ...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...
- Responsibilities WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and...
- ...Northwestern Mutual is seeking College Financial Representatives for its internship program in Wauwatosa, Wisconsin. Interns receive guidance to build a financial planning practice while engaging with experts and financial products. This opportunity allows you to gain...Full timeInternshipFlexible hours
- ...Northwestern Mutual in Whitefish Bay, Wisconsin is offering an internship opportunity for College Financial Representatives. In this role, interns will learn to network and build their business while gaining exposure to financial planning tools and software. Responsibilities...Full timeInternshipFlexible hours
- ...finance organization. Rather than a traditional accounting profile, we are looking for a commercially curious thinker who can turn financial data into insights and actions. The ideal candidate is hands-on, thrives in a dynamic environment, and can drive process...Local areaWorldwideRelocation1 day per week
$100k - $125k
...Senior Financial Analyst (FP&A) Reporting to the VP of Finance & Accounting, the Senior Financial Analyst (FP&A) holds a critical role in capturing and reporting all financial reporting. This individual has a focus on financial planning, both short-term and long-term...Temporary workWork at officeRemote work- ...together and celebrate together. If you want to advance the world of fintech, we’d like to ask you: Are you FIS? About the role: As a Financial Analyst, you’ll have your finger on the financial pulse of the entire organization. Working with a diverse team, you’ll be...Full timeWork at officeFlexible hours2 days per week
$25 - $27.88 per hour
...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 Great Place...Hourly payWork at officeShift workWeekend workDay shift$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,...Hourly payImmediate start- ...A leading fintech company is seeking a Financial Analyst to take a pivotal role in financial planning and analysis. Responsibilities include performing technical analysis, preparing budget projections, and tracking financial performance. Candidates should have a Bachelor...Flexible hours
$95.06k - $162.96k
...Role Summary As a Private Banker, you will expand and deepen relationships with high-net-worth clients by identifying their financial needs and connecting them with tailored lending, deposit, fee income, asset growth, and financial planning solutions. You will serve...- ...Financial Specialist UW Credit Union is growing and hiring a group of Financial Specialists to provide remarkable service and support our members in the Milwaukee area. Join our team and be part of a rewarding journey at UW Credit Union! Why This Job Is Right for You You...H1bWork at officeFlexible hoursDay shift
- ...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands‑on experience,...Hourly payImmediate start
- ...for coordinating bank resources to assist clients in achieving financial goals while providing products and services which produce a profit... ...implications of financial decisions and refers customer to tax advisor when appropriate. Operations Opens and closes the branch. Opens...Temporary workBank staffWork at officeLocal areaDay shift
$18 per hour
Part-Time Teller Job Category: Retail Branch Banking Requisition Number: PARTT001689 Posted: July 10, 2026 Part-Time On-site Fox Point, WI 53217, USA Description Starting salary for Teller position is $18.00 an hour and up, depending on experience. Part-time position is...Part time- ...Bank in Menomonee Falls, Wisconsin is actively seeking a productive full‑time Universal Teller. Are you passionate about providing financial services to our community? Do you want to work for a successful company that is continuously growing? If yes, please continue...Full timeLocal areaMonday to FridayFlexible hoursNight shift
- ...Hours: Monday-Friday 9:00am to 5:00pm CST SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility...Work at officeMonday to FridayNight shift
$86.36k - $101.6k
...Analyst At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary workSeasonal workWork at officeLocal area- Under the direction of the Loan Officer, or group of loan officers, acts as a liaison between the loan officer, in-process customers and branch operations staff. Responsibilities Handles loan volume as directed by each loan officer in a timely and efficient manner, while...Work at office
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