Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

$61k - $119k

Unavailable

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Latham, NY vacancy
  • $55k - $130k

     ...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices...  ...experience that blends growth opportunity with deep support-helping advisors build meaningful businesses while making a lasting impact on the... 
    Suggested
    Flexible hours

    Charter Oak Insurance and Financial Services

    Latham, NY
    3 days ago
  • $45k - $100k

     ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward...  ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Troy, NY
    2 days ago
  • Hudson Valley Credit Union is looking for a Relationship Advisor in Latham, NY. The ideal candidate will deliver exceptional member service while processing financial transactions and engaging in consultative sales to build lasting member relationships. Responsibilities... 
    Suggested

    Hudson Valley Credit Union

    Latham, NY
    1 day ago
  • $61k - $250k

    Northwestern Mutual in New York is seeking ambitious individuals to become financial advisors. You will have the opportunity to build your client base, develop holistic financial plans, and earn performance-based income from $61K to $250K annually. Our training program... 
    Suggested

    UNAVAILABLE

    Latham, NY
    5 days ago
  •  ...career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping... 
    Suggested
    Flexible hours

    WizeHire

    Latham, NY
    2 days ago
  • $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... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Latham, NY
    2 days ago
  • $75k

    Entry-Level Financial Advisor Thoroughbred Advisors - National Life Group Latham, New York, United States About this position Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious... 
    Flexible hours

    Thoroughbred Advisors - National Life Group

    Latham, NY
    2 days ago
  • $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 office
    Shift work
    Day shift

    Bank of America

    Albany, NY
    1 day ago
  • $90.2k

     ...Overview Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that...  ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over... 
    Full time
    Local area

    Thrivent Financial

    Albany, NY
    4 hours ago
  •  ...Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial... 
    Start working today
    Live in

    NYL - Nassau-Suffolk NY

    Albany, NY
    3 days ago
  • $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... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Albany, NY
    2 days ago
  • $45k - $100k

     ...Job Summary Edward Jones is a private financial services firm with over 9 million clients and 20,000 advisors. We are seeking a financial advisor to develop and grow a client practice, supported by branch, home‑office, and regional teams. Key Responsibilities Build relationships... 
    Traineeship
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Albany, NY
    1 day ago
  •  ...We are seeking an eager, strategic, and definitive financial advisor to fill an entry‑level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through... 
    Start working today
    Work at office

    The Vermont Agency

    Albany, NY
    4 hours ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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-owned, placing the focus... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Albany, NY
    3 days ago
  • $20.67 - $31.25 per hour

    KeyBank in Latham, New York, is looking for a Personal Banker who will be a problem solver and trusted advisor. The role involves engaging clients to uncover their financial needs and assisting them in achieving their financial wellness. Candidates should excel in... 
    Hourly pay

    KeyBank

    Latham, NY
    4 days ago
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities... 

    Voya Financial

    Albany, NY
    5 days ago
  • $80k - $100k

     ...to learn more. Base pay range $80,000.00/yr - $100,000.00/yr Direct message the job poster from Bankers Life Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele... 
    Full time
    Work at office
    Flexible hours

    Bankers Life

    Clifton Park, NY
    5 days ago
  • A leading financial services company is seeking a Financial Advisor to build a client base and present personalized financial solutions. The ideal candidate will have Life & Health licenses, a strong sales background, and self-motivation. With a hybrid schedule and award... 

    Bankers Life

    Clifton Park, NY
    4 days ago
  •  ...Northwestern Mutual is seeking College Financial Representatives for an internship program in Town of Colonie, NY. This position offers students a chance to build a financial planning practice, network with professionals, and gain valuable financial knowledge while working... 
    Full time
    Internship

    Northwestern Mutual

    Latham, NY
    2 days ago
  • $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Latham, NY
    1 day ago
  • $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 time
    Internship
    Local area

    Unavailable

    Latham, NY
    2 days ago
  •  ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Latham, NY
    a month ago
  • $100k - $125k

     ...Job Description Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and... 
    Start working today
    Live in
    Work at office

    New York Life - Reidy Group

    Latham, NY
    26 days ago
  • $20.67 - $31.25 per hour

     ...Troy, New York 12180 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank...  ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... 
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Troy, NY
    4 days ago
  • Client State of NY Agency NYS Office of the Attorney General Job Title Security Analyst - Expert Responsibilities Managing Identity lifecycle governance, automation, integration and access systems and ensuring secure access to both on-premises and cloud-based resources...
    Work at office
    Local area

    I-Link Solutions

    Latham, NY
    2 days ago
  • WizeHire, Inc in Latham, New York is seeking individuals for the role of Financial Representative. This position allows you to build a rewarding career in finance while helping individuals and businesses achieve their long-term financial goals. The firm offers a comprehensive... 
    Flexible hours

    WizeHire

    Latham, NY
    3 days ago
  • Job Overview Financial Solutions Advisor Stage I (FSA I) - An entry‑level role focused on building client relationships, obtaining necessary securities licenses, and delivering comprehensive financial advice within Bank of America’s client‑centered approach. Key Responsibilities... 
    Work at office
    Flexible hours
    Day shift
    Weekday work

    Bank of America

    Albany, NY
    5 days ago
  • Thrivent Financial seeks a Financial Advisor in Albany, NY to provide expert financial guidance. The role includes building long-term client relationships and guiding clients towards financial clarity. Candidates should be motivated by helping others and obtaining financial... 
    Flexible hours

    Thrivent Financial

    Albany, NY
    5 days ago
  • Bank of America is seeking candidates for the entry-level role of Financial Solutions Advisor Stage I in Troy, New York. The position focuses on building client relationships and obtaining necessary securities licenses while delivering comprehensive financial advice. The... 
    Flexible hours

    Bank of America

    Albany, NY
    5 days ago
  • A leading financial services organization is seeking a Financial Advisor through the Merrill Advisor Development Program. This position involves working closely with high-net-worth individuals to understand their needs and provide customized financial solutions. The ideal... 

    Bank of America

    Latham, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!