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
- ...Company Description First Command Financial Services, Inc. focuses on coaching our Nation's military families in their pursuit of long... ...-term financial security. Since 1958, First Command Financial Advisors have worked with hundreds of thousands of client families, emphasizing...SuggestedFull timeLocal area
$250k
...Regular Full-Time Cary, NC, US SUMMARY The Financial Advisor is the primary advisor for clients typically in the $250K - $2MM segment (and may support "Prime" relationships as designed), delivering a structured advice experience including inquiry, planning, implementation...SuggestedFull time$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- ...A financial services organization seeks an Associate Financial Representative to assist individuals and businesses in achieving their financial goals. This role emphasizes relationship building and offers a structured career path with mentorship. Candidates should possess...Suggested
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- Bank of America is seeking an advisor to provide comprehensive financial guidance and customized solutions to clients. The role includes triaging leads, referring to internal partners, and meeting clients to review goals and build financial plans, with emphasis on compliant...
$61k - $119k
Northwestern Mutual in Cary, North Carolina is seeking a Financial Advisor to help clients achieve their financial goals through personalized planning. As a Financial Advisor, you will grow your client base, build tailored financial plans, and support clients throughout...- The Western & Southern Financial Group is seeking a Financial Representative in Cary, NC. This role involves meeting the needs of middle-income clients by educating them on financial security and wealth creation. Responsibilities include developing marketing plans and securing...
- Northwestern Mutual in Cary, NC invites college students to join its College Financial Representative internship. Build a personal financial planning practice while leveraging resources of a Fortune 500 company, with coaching, licensing support, and events to accelerate...Full timeInternshipFlexible hours
- First Command Financial Services, Inc. is seeking a full-time Financial Advisor based in Cary, NC. You will meet clients in person to assess financial goals, analyze their current situation, and tailor comprehensive financial plans. Responsibilities include explaining investment...Full timeLocal area
- ...mission. Coach those who serve. At First Command, we’ve been guiding military families toward financial security since 1958. We’re looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role lets you work with existing...For contractorsLocal areaFlexible hoursShift work
- Prudential Advisors is seeking Experienced Advisors in Cary, NC to grow an established client practice with support from Prudential’s... ...experience. Prudential helps you transition smoothly with tailored financial packages and resources to support growth. Joining Prudential...
- First Command is seeking an experienced Senior Financial Advisor to guide military families toward financial security through a high-touch, consultative approach. This independent contractor role focuses on deep client relationships and growing a practice with existing...For contractors
$100k - $250k
...Financial Advisor OpportunityWisepath Recruiting (a specialized recruiting division of Wisepath Group) has been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized...Work at officeLocal area- ...Relationships. Build Your Future. At SmartBank, we believe that financial success starts with trusted relationships. As a recognized... ...partnership with Raymond James Financial Services, our Financial Advisors have access to a respected wealth management platform,...Temporary workWork at office
- Organization : Name GREATER RALEIGH AGENCY NC Default: Location : City CARY Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs;...Work at officeLocal area
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$50k - $80k
Modern Woodmen of America in Apex, North Carolina is seeking individuals to join their financial planning team as Financial Advisors. This role focuses on building relationships with clients from various backgrounds and guiding them in their financial journeys. The company...- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts...Work at office
- ...Financial, affiliated with Penn Mutual, is a national organization of financial services firms dedicated to delivering custom support to... ...Role Description This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for developing and...Full timeContract workLocal areaRemote work
- ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over...
- ...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...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Bank of America is hiring a Financial Solutions Advisor in the United States. This role involves obtaining Securities Industry licenses, learning to build and manage client relationships, and delivering banking solutions at a financial center. Candidates should be goal...
- ...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
- A financial services agency is looking for passionate individuals for a role that includes conducting virtual consultations and assessing client needs. The position offers flexibility with work from home options and a strong emphasis on building client relationships. Successful...Weekly payWork from home
- ...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...or loans. Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales...Work at office
$50k - $80k
...directly with individuals, families, and business owners to build financial plans they can trust. Build long‑term relationships.... ...development program designed to move you from day one into Financial Advisor and beyond. Who this role is for You do not need a finance background...$48k - $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- Bank of America is hiring for a Financial Solutions Advisor Stage I in Apex, NC. The role focuses on obtaining required licenses, building and managing client relationships, and delivering banking and investment solutions within an in-office setting. You’ll start with dedicated...Work at office
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