Financial Representative
Northwestern Mutual
Our District office in Greenville, SC is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients. Responsibilities Build and maintain long-term relationships with clients by providing financial planning services Conduct client meetings to assess their financial needs, goals, and risk tolerance Develop and implement financial plans to help clients achieve their financial objectives Provide investment advice and manage client portfolios to ensure they are aligned with their financial goals and risk tolerance Stay up-to-date with the latest financial trends and developments to provide the best possible advice to clients Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning advice Meet regularly with clients to review their financial plans and make adjustments as necessary Generate new business through networking and referrals At Northwestern Mutual, we're committed to providing our Financial Advisors with the best possible training and support to help them succeed. Our award-winning training programs and mentorship culture are designed to help you build your skills and knowledge in financial planning and investment management. In addition, our highly collaborative culture encourages teamwork and knowledge sharing, so you'll have access to a network of experienced professionals who can provide guidance and support as you grow in your role. We believe that former collegiate athletes and veterans bring unique skills and experiences to this role, including discipline, teamwork, and leadership. We value diversity and encourage all qualified candidates to apply, including those from diverse backgrounds and those with disabilities. We offer competitive compensation and benefits packages, including health, dental, and vision insurance, a retirement plan, and opportunities for professional development and growth. As a commission-only role, there is no cap on your earning potential, providing unlimited opportunities for top performers. Commission structure to support early development Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 7, Series 63, CFP, and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning Qualifications 4-year degree; or equivalent professional work experience History of success in sales, athletics, military, client services, or client-facing roles Excellent communication and interpersonal skills Strong attention to detail and ability to analyze complex financial data Demonstrated ability to build and maintain client relationships Desire for continuous learning Legal authorization to work in the US without sponsorship Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production. If you're passionate about helping others achieve their financial goals and are looking for a challenging and rewarding career in financial planning and investment management, we encourage you to apply for this position. #J-18808-Ljbffr Northwestern Mutual
- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans... ...securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families...SuggestedWork at officeLocal area
- ...highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll... ...in the US without sponsorship Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production...SuggestedFor contractorsWork experience placementWork at office
- ...Organization : Name GREENVILLE SC Default: Location : City GREENVILLE 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; and...SuggestedWork at officeLocal area
- A leading financial services company in Greenville is seeking a Financial Representative to engage with clients and understand their financial needs. This role emphasizes customer focus and strong communication skills, with eligibility for a range of benefits including...Suggested
$80k - $100k
...Do you have a passion for delivering exceptional customer service while playing a vital role in supporting a successful financial planning team? JEHM Wealth & Retirement, in the Five Forks area of Simpsonville, SC, is seeking a dependable, detail-oriented Paraplanner to...SuggestedWork at officeMonday to FridayFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$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$15 - $17 per hour
...of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services...Hourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift- A financial services organization is seeking representatives to deliver personalized investment solutions that help clients achieve their long-term financial goals. Ideal candidates will have an entrepreneurial mindset and be community-oriented. Responsibilities include...
$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 areaFlexible hours$80k - $100k
JEHM Wealth & Retirement in Simpsonville, SC is seeking a dependable Paraplanner to support our financial planning team. The ideal candidate should have a passion for client satisfaction and be highly organized. Your role includes preparing financial plans, conducting investment...$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...Full timeContract workFor contractorsWork at office- ...Financial Solutions Advisor - Greenville Market Boone, North Carolina;Anderson, South Carolina; Asheville, North Carolina; Spartanburg, South Carolina; Greenville, South Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge...Temporary workWork at officeMonday to FridayShift workDay shift
- ...About Us MassMutual South Carolina is a high-performing, dynamic branch of MassMutual - a world-renowned financial institution with a solid heritage and a forward-thinking approach. Our strength lies in our holistic approach to serving our clients' financial...
- ...DEPARTMENT: STUDENT SERVICES Position Summary: The Financial Aid Counselor provides excellent customer service and specialized financial... ..., and financial aid processing. RESPONSIBILITIES: • Represent NGU in creating a professional, welcoming, and helpful environment...Full timeCasual workWork at officeMonday to ThursdayAfternoon shift
$16 - $18.5 per hour
Our client in Simpsonville is looking to hire a Teller to join their team. This role processes a variety of member transactions using multiple software systems. The ideal candidate will have previous related experience, an ability to complete transactions efficiently...Contract workTemporary workWork at officeMonday to FridayNight shift$15.25 - $21.75 per hour
...solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible... ...- United States Responsibilities As a Financial Service Representative , you’ll be at the heart of our customer experience—...Hourly payFull timeWork at officeLocal areaMonday to FridayWeekend workAfternoon shift- ...its highly productive practice and is currently seeking new financial advisors. We specialize in recruiting "career changers" - professionals... ...-Anderson, South Carolina Area 1 day ago College Financial Representative, Internship Program Spartanburg, SC $50,000.00-$250,000.00 5...Full timeTraineeshipInternship
- Trade Street Wealth Advisors is seeking a motivated and relationship-driven Financial Advisor to join our growing team. We are looking for an individual who is eager to take an active role in serving clients, building long-term relationships, and contributing to the continued...Full timeWork at office
$75k
Hudnall Capital Advisors in Greenville, South Carolina is seeking an experienced financial advisor who excels in providing exceptional service to clients. The ideal candidate will have a successful track record in financial planning, superior communication and relationship...- Financial Advisor - Greenville, SC page is loaded## Financial Advisor - Greenville, SClocations: SC - Greenvilletime type: Full timeposted on: Posted 4 Days Agojob requisition id: REQ-42202Meaningful work. Rewarding career. Make an impact providing expert financial advice...Local area
- $250M AUM, INDEPENDENT, GROWING BOUTIQUE Interested? Click HERE for more information. Our client is an independent financial planning firm where comprehensive financial planning is the foundation of the client experience. They work collaboratively with clients...
- ...others in leadership roles who model biblical servant leadership. 2. Client Service - Serves clients with excellence providing financial guidance in a manner based on the financial planning philosophy and biblical principles upon which Blue Trust serves its client...Work at officeLocal areaNight shift
- Primary Office Location: 101 E. Washington Street Suite 100. Greenville, South Carolina. 29601. Join our team. Make a difference - for us and for your future. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based on...Work at office
- ...Merrill Advisor Development Program - Financial Advisor: Columbia, SC Merrill Market Greenville, South Carolina;Macon, Georgia; Columbia... ...within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$61k - $119k
Financial Advisor (Looking for Career Changers-Training/Licensing Provided) Financial Advisor (Looking for Career Changers-Training/... ...earnings of $61K-$119K (based on2018-2023company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137...Full timeContract workFor contractorsInternship$75k
Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry...$1,000 per month
Northwestern Mutual in Greenville, South Carolina is seeking College Financial Representatives for an internship program. This role provides guidance and support for building a financial planning practice, essential for developing a professional network and confidence....Internship- A leading financial institution is seeking a Financial Advisor through the Merrill Advisor Development Program in Greenville, SC. In this role, you will develop relationships with high-net-worth individuals, assess financial goals, and recommend investment strategies. The...
- ...relationship manager and liaison to Mortgage Operations team. Primary Job Responsibilities Meet with buyer prospects to provide financial guidance, expertise and preapproval services. Sell the value of Pulte Mortgage to potential buyers requiring financing; setting...Contract workWork at officeFlexible hoursAfternoon shift
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