Financial Advisor
Empire Growth Partners / Northwestern Mutual
About Magnolia Wealth Strategies Magnolia Wealth Strategies - A Mass Mutual firm, is a Full-scale, Independent Financial firm, with advisors and offices throughout 4 states. Our firm takes a more holistic approach when doing business. We offer an extensive variety of products to help meet the financial needs of clients and business owners. Services include but not limited to, Property and Casualty Insurance, Life insurance, Disability Income Insurance, Long Term Care, Annuities, Group Benefits, Financial Planning, Estate Planning, Wealth Management and much more. Financial Advisor Description As a Financial Advisor with Magnolia Wealth Strategies, you will build and grow your own financial services practice while helping individuals, families, and business owners make informed decisions about their financial futures. You will develop trusted client relationships, understand each client's goals and needs, and take a holistic approach to identifying strategies across protection, financial planning, wealth management, and other solutions available through the firm. This is an entrepreneurial, production-based opportunity for someone who wants to take ownership of building a business while having the support, resources, products, technology, training, and collaboration of an established firm. Financial Advisors are responsible for developing new client relationships, deepening existing relationships, creating and implementing appropriate financial strategies, and providing ongoing guidance as clients' needs evolve. Mass Mutual- Recognized as a 2020 World's Most Ethical Companies Score of 100 on the Human Rights Campaign Corporate Equality Index 2020 Diversity Best Practices Inclusion Index Company 2019 Military Friendly Employee
TOP 7 BROKER-DEALER
Qualities Willingness to learn Strong communication and relationship building skills with a focus on putting people first Problem solver. A strong relationship-builder who takes a people-first approach A dedicated individual: independent, self-motivated and goal-oriented A leader, coach, and mentor Successful sales experience Ability to listen and obtain knowledge of products and service Believer in the products you are selling We will help you by providing Leadership support, business advice and guidance Opportunities for collaboration and mentorship Cutting edge technologies, making it seamless when doing business A supportive environment that sees collaboration as key to success Training and tools Vast variety of products and services Allowing you the ability to grow your practice your way. Qualifications Bachelor's Degree or work-related experience. State insurance licensed – Life, Accident, and Health, or willingness to get licensed. Excellent financial, analytical, and critical-thinking skills. Ability to problem solve to reach resolution The ability to collaborate with others and Independently Strong written and verbal communications skills Series 6/7, preferred, not required Pay and Benefits Performance Based Pay including commissions, bonuses and incentives 401(k)/ 401(k) matching Full scale, Health and Wellness insurance (Health, Dental, vision, Life+) Professional development assistance Business owner opportunity #J-18808-Ljbffr Empire Growth Partners / Northwestern Mutual- Senior Financial Advisor -Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform. This opportunity is ideal for advisors looking for...SuggestedRemote workFlexible hours
- Are you interested in helping others achieve a secure financial future? Do you thrive in a goal-oriented environment? If so, Compass Capital Management invites you to explore a career as a Financial Advisor with us. If you're new to the field, we provide a subsidized training...SuggestedWork at officeLocal area
$61k - $119k
Financial Advisor Opportunity 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...SuggestedFull timeContract workFor contractorsWork at office$45k - $55k
...POSITION Blue Cliff College is seeking a Financial Aid Representative. Financial Aid Representatives help guide students through the financial aid process, analyze and evaluate student financial needs to determine the best course of action, have a thorough knowledge of...SuggestedWork at officeLocal area- ...Financial RepresentativeThe 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; and recommending and selling the corresponding financial solutions...SuggestedWork at officeLocal area
- ...OnPath FCU is seeking a Financial Advocate to build relationships with members, present personalized solutions, and promote products that improve their financial well‑being. You will handle routine transactions, process deposits and loans, and deliver exceptional service...
$95.6k - $188.4k
...insights to help clients bring clarity from complexity and accelerate their path to value creation.Work You’ll DoAs a Senior Consultant, Financial Crime and Fraud, you will work with a cross disciplinary team to deploy a fraud detection accelerator for a large federal health...Local area- Overview 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...
- Regional Director at Southern Financial Group - Prudential Advisors Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us. In general, the...Full time
- ...Fidelity Bank is looking for competitive, self-reliant, energetic individuals that are driven to succeed. Position Summary: The Financial Center Representative is responsible for performing as both a Banker and Teller in providing exceptional client service,...Work at officeLocal area
$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- ...location listed in the job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive...Full timeTemporary workWork at office
- ...at location listed in job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive...Temporary workWork at office
- Hancock Whitney in New Orleans seeks an experienced Private Banker to manage a high-net-worth client portfolio and deliver holistic wealth advice. You will coordinate lending, investments, and estate planning solutions while maintaining credit quality and regulatory compliance...
- ...The Relationship Banker acts as a trusted advisor, engaging clients in consultative discussions to understand their financial goals and recommend personalized solutions. They drive growth by actively promoting and selling banking products and services, focusing on strengthening...Temporary workWork at office
$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- ...and regulators.Within our Finance Transformation offering, the Business Finance team helps unlock strategic value through enhanced financial planning, forecasting, and analytics capabilities. By combining next-generation processes, scalable data platforms, and AI, we...Local areaVisa sponsorship
- ...borrowing & liability management, risk management & insurance, estate planning & trust services, which are delivered through holistic financial planning. Private Bankers ensure the company's credit quality standards are met or exceeded and work towards generating new...Local area
- ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on... ...banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the...Temporary workWork experience placementLocal area
$39.6k
...responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing...Full timeFlexible 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. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours- ...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
- ...location listed in job posting. 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 for...Part timeWork at officeNight shift
$39.6k - $46.88k
...responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing...Full timeFlexible hours- ...Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer (DCFO) and serves the DCFO's principal advisor and is recognized as a technical expert in the execution and implementation of financial...Full timeWork at officeImmediate start
- ...: Our Deloitte Finance Transformation team practices to help chief financial officers, controllers, and finance teams define and execute their finance and global business services agendas and strategies. You will work with leading-class teams and solutions, helping clients...Full timeLocal area
- ...Corporate! Successful Candidate Attributes: •Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. •Maintains a database of past clients for marketing purposes. •History of closing at least 3-5 units per month....Remote work
$127.2k - $246.9k
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages...H1bLocal area- Commercial Lending Support Responsible for supporting the commercial lending department in administration work. Essential Job Functions Process business and professional client loans. Analyze commitment letters, board approvals, and lender approvals to produce...Local area
- Summary Responsible for either determining credit worthiness and appropriate lines of credit or for leading a team of Junior credit analysts in evaluating and approving/rejecting loan applications based on established criteria. Handles large and/or complex accounts...
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