Financial Advisor
$61k - $119kNorthwestern 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 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: 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 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 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 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. Our 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. Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr. #J-18808-Ljbffr
$48k - $100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Job Overview Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...SuggestedShift workDay shift$70k - $80k
...FINRA. This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds...SuggestedTemporary workMonday to FridayShift workDay shift- Northwestern Mutual invites you to become a financial advisor, starting as a financial representative focused on client-building and licenses. Our award-winning training supports you to build a practice that addresses asset protection, education funding, investments, retirement...Suggested
$80k - $90k
...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...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift$80k - $90k
...combine investment insights with banking convenience to help clients pursue their vision. Role Specifics As a Merrill Advisor Development Program – Financial Advisor, you will work with high‑net‑worth individuals to identify needs, develop relationships, review financial...SuggestedInterim roleImmediate startShift workDay shift- Dormont Manufacturing Co is seeking a dedicated individual to provide comprehensive financial advice and customized solutions in Thousand Oaks, California. The role involves working closely with clients to help them achieve financial goals through effective investment strategies...Full time
- ...Bank of America in Agoura Hills, California, is seeking a financial advisor to provide tailored solutions to clients. This role involves developing financial plans, recommending investment products, and building relationships to help clients achieve their financial goals...
$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...Full timeContract workFor contractorsWork at office- ...Financial Advisor At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to...Local areaImmediate startRemote work
- Bank of America is seeking a financial advisor in Thousand Oaks to provide comprehensive financial advice and customized solutions to clients. Responsibilities include reviewing financial goals, making investment recommendations, and triaging client requests for services...Full time
$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$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
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...fire family as the nation’s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values...Temporary workLocal areaImmediate start
- ...Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is what you are! Individuals in this...Flexible hours
$25 - $32 per hour
...relationships with our world‑class client service model. You will deliver a full conversation with every interaction to identify appropriate financial solutions. Leverage internal partnerships to acquire, expand and retain client base. In this Role You Will Client Acquisition and...Hourly payFor contractorsWork at officeRemote workFlexible hours- ...for the position: FDIC; Safe Act; Loan Originators; FINRA. 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,...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$48k - $100k
Bank of America is seeking Financial Advisors and Wealth Management Client Associates in Westlake Village, California. This role involves delivering goals-based financial planning and building solid client relationships. The ideal candidate should have a strong background...$80k - $90k
A leading financial services firm seeks a Financial Advisor to join their Advisor Development Program in Westlake Village, CA. This role focuses on building client relationships and providing comprehensive investment guidance. The ideal candidate has a Series 7 and 66 license...- ...providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC),... ..., and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. To learn more about our client...Local area
$100k - $125k
...capabilities to private clients, foundations, endowments, and investment advisors. Responsibilities Specific responsibilities may include but... ...to: Leading the development of sophisticated, customized financial analyses and strategic solutions for the firm’s clients,...Full timeFlexible hours$120k - $130k
Tata Consultancy Services is seeking an FP&A Domain Consultant in Westlake Village, California. The role requires experience in planning, budgeting, forecasting, and modelling, alongside scenario analysis for the CFO office. Candidates should have expertise with Oracle ...Full timeWork at office- ...is seeking a Finance FP&A Analyst to lead variance analyses and provide insights to senior leadership. The role combines hands-on financial modeling with narrative storytelling to translate data into business recommendations. The position is hybrid with onsite presence...Remote workMonday to Friday
- ...and retain client relationships. As an integral part of the banking team, you will exceed client expectations by providing tailored financial solutions and using your expertise to address their needs. Applicants must have a strong background in sales and excellent...
- ...provide exceptional service and build lasting relationships with clients. This role involves engaging clients, understanding their financial needs, and offering tailored banking solutions. Ideal candidates will have over a year of sales experience in Retail Banking,...
- ...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...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$70.3k - $75k
...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...TraineeshipWork experience placement- Responsibilities Efficiently manage a high volume of quote requests, balancing speed and accuracy to maintain productivity that meets or exceeds departmental standards Collect and review detailed client information, such as employee census data, group information, plan...Work at office
- Logix Federal Credit Union, located in California, seeks a Financial Services Officer (Personal Banker/Loan Officer) to join their team. In this high-volume sales role, you'll assist members in achieving their financial goals and exceeding sales targets. The ideal candidate...
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining...Part timeImmediate startAfternoon shift
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