Financial Planner
$61k - $119kNorthwestern Mutual
Northwestern Mutual offers a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.
- 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
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
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.
Compensation & Benefits
- Performance-based earnings and revenue1:
- 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 support2
- 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
You could be right for this opportunity if you have:
- 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
- Bachelor’s degree
- Legal authorization to work in the US without sponsorship
Why join Northwestern Mutual:
- Top 5 US Independent Broker-Dealers4
- Unsurpassed financial strength with total company assets of $366 billion5
- Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
- Fortune 500® company (June 2024)
- Forbes’ Best Employers for Diversity (2023)
- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
- 2024 Training APEX Award winner
- Almost 170 years of comprehensive and innovative financial planning
Vacancy posted -70
Similar jobs that could be interesting for youBased on the Financial Planner in Milwaukee, WI vacancy
$61k - $119k
...business where you can help your clients achieve their goals through financial planning. Increase your chances of reaching the interview... ...Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement package...SuggestedWork at officeNorthwestern Mutual
Milwaukee, WI3 days ago$55k - $100k
...Financial Planner at Avior Wealth Management Welcome to Avior Wealth Management! Are you passionate about helping clients achieve financial peace of mind? At Avior Wealth Management, we go beyond numbers – we build relationships that shape brighter futures. As an...SuggestedFull timeWork at officeImmediate startRemote workFlexible hoursJobrapido
Milwaukee, WI1 day 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... ...6, Series 7, Series 63, and more \n Certified Financial Planner® licensing support2\n Fully company-funded retirement package...SuggestedWork at officeNorthwestern Mutual
Milwaukee, WI5 days ago$80k - $100k
...premier wealth management experience. We are passionate about supporting our clients on a journey to living their best life. While many financial advisors focus on investments, we feel our client’s portfolio is only one part of the picture. We analyze their personal financial...SuggestedFull timeWork at officeRemote workTalentLink Solutions
Milwaukee, WI1 day ago$61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support 2 Fully company-funded retirement package...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Brookfield, WI22 hours ago$73.5k - $120k
...Financial Advisor – Hybrid Milwaukee, Wisconsin Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company – we’re a community that puts generosity at the heart of saving and investing. At Thrivent...Full timeWork at officeLocal areaRemote work3 days per weekThrivent
Milwaukee, WI22 hours ago- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities...Full time
Tri-State Wealth Advisors of Prudential Advisors
Milwaukee, WI22 hours ago - ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people...Full timeLocal area
Thrivent
Milwaukee, WI2 days ago $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 payAssociated Banc-Corp
Milwaukee, WI3 days ago$41.5k - $65.5k
...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...Part timeLocal areaImmediate startDay shiftBmo
Wauwatosa, WI22 hours ago- ...Retail Banking Sales & Service professional to deliver exceptional customer service, identify customer needs, and guide clients to financial solutions across banking channels. You will engage with customers to complete needs assessments and recommend tailored...
Bmo
Milwaukee, WI22 hours ago $17 - $29.75 per hour
...its core values. Responsibilities The Relationship Banker builds and strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client needs, providing guidance, and connecting clients to the full range...Old National Bank
Milwaukee, WI4 days ago- Tri City National Bank is seeking a Relationship Banker to deliver exceptional customer service, build lasting customer relationships, and support branch goals. You will handle deposits, withdrawals, openings, and other transactions with accuracy, while promoting banking...
Tri City National Bank
West Milwaukee, WI4 days ago $22 - $28 per hour
...Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Wintrust was founded...Hourly payFull timeTemporary workFlexible hoursShift workWintrust Financial
Cudahy, WI1 day ago- ...Milwaukee, WI. In this role you’ll deliver outstanding service, process transactions, open new accounts, and help customers with their financial goals. You’ll partner with specialists to provide comprehensive solutions and support the branch’s operations and compliance....
Associated Banc-Corp
Milwaukee, WI2 days ago - ...Old National Bank in Milwaukee seeks a Relationship Banker to build and strengthen client relationships by delivering personalized financial advice and solutions. The role emphasizes understanding client needs, proactive outreach, and connecting clients to a full range...
Old National Bank
Milwaukee, WI22 hours ago $22 - $28 per hour
...Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Wintrust was founded...Hourly payFull timeTemporary workFlexible hoursShift workWintrust Financial
Milwaukee, WI1 day ago$23.75 - $29.03 per hour
...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 to life...Temporary workLocal areaU.S. Bank
Milwaukee, WI2 days ago- ...About the Company 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...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Milwaukee, WI22 hours ago - ...an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client... ...apply to fully remote roles.Certifications:Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 66 -...Full time
Fidelity Investments
Brookfield, WI4 days ago - ...seeking a Relationship Banker who will engage customers across in-person, by appointment, and virtual channels to provide trusted financial guidance. You will assess banking needs, explain deposit and loan products, and help clients reach their goals with a digital-first...
U.S. Bank
Milwaukee, WI3 days ago - ...all transactions and interactions comply with bank policies and regulatory requirements. The personal banker serves as a trusted financial resource within the branch, provides technical and product expertise to customers, and supports daily branch operations as needed....Full time
First Federal Bank
Milwaukee, WI1 day ago - ...Wintrust Financial Corporation is seeking a Relationship Banker in Wisconsin to build lasting customer relationships, identify financial needs, and connect clients with Mortgage and Wealth Management experts. You will also handle teller duties, open accounts, and support...Seasonal workShift work
Wintrust Financial
Milwaukee, WI2 days ago - ...legally authorized to work in the U.S. will be considered. A culture of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers....Work at officeNight shift
First National Bank of Pennsylvania
Milwaukee, WI2 days ago - North Shore Bank is seeking a motivated associate to promote and sell bank products, build account relationships, and perform teller duties. The role involves about 50% sales activities and sales support for the branch, with additional office and administrative duties ...Work at office
North Shore Bank
Brookfield, WI22 hours ago $23 per hour
...resolution to satisfy the customer. ~ Professional, thorough and organized with strong follow-up skills. ~ Familiarity with the local financial marketplace to address customer inquiries. ~ Ability to use computer software and embrace technology. The next step is...Hourly payLocal areaThe Symicor Group
Milwaukee, WI1 day ago- ...JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Midwest. JMG provides wealth management services to corporate executives and high net worth individuals. JMG is in search of a full-time Financial Advisor...Full timeTemporary workWork at office
JMG Financial Group
Milwaukee, WI2 days ago - ...Advisory Team Lead who wants to build more than a traditional AUM practice. Our client provides advisors with an integrated financial services platform designed to help them grow their business, serve clients across multiple financial needs, build and lead a team,...Remote work
Jobrapido
Milwaukee, WI22 hours ago $73.5k - $120k
...Financial Advisor – Hybrid Milwaukee, Wisconsin Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company – we’re a community that puts generosity at the heart of saving and investing. At Thrivent...Full timeWork at officeLocal areaRemote work3 days per weekThrivent Financial
Milwaukee, WI4 days ago$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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Elm Grove, WI3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!
Related searches
- associate corporate finance Milwaukee, WI
- oracle financial functional consultant Milwaukee, WI
- estate planning consultant Milwaukee, WI
- project finance associate Milwaukee, WI
- financial counselor Milwaukee, WI
- financial advisor associate Milwaukee, WI
- oracle cloud financials consultant Milwaukee, WI
- financial planning assistant Milwaukee, WI
- financial advisor Milwaukee, WI
- financial planner Milwaukee, WI