Financial Advisor
$61k - $119kUNAVAILABLE
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 UNAVAILABLE
$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...SuggestedFull timeContract workFor contractorsWork at office$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...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Financial Planner Join a collaborative and experienced team committed to delivering comprehensive financial planning solutions and building... ...outside portfolios and develop recommendations with limited Advisor oversight. Contribute to improving financial planning...SuggestedWork at office
- ...Financial Aid Counselor Position Title - Financial Aid Counselor Location - Appleton Department - Financial Aid Position Type - Staff Position Description & Qualifications - Reports to: Director of Financial Aid Location: Lawrence University Appleton,...SuggestedWork at office
- ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...Suggested
$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$69.4k - $121.4k
...purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a FP&A Financial Analyst at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private...Minimum wageLocal areaRemote workNight shift- ...Enjoy a flexible schedule with a hybrid work arrangement Key Responsibilities for the Senior FP&A Analyst: Deliver financial reporting and provide actionable insights to business leaders across the organization Perform ad hoc financial and operational...Flexible hours
- Northwestern Mutual in Appleton, Wisconsin, is seeking College Financial Representatives for an internship program. This position allows students to build their financial planning practice with guidance from experts. Responsibilities include prospecting clients, executing...Full timeInternship
$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- ..., insurance options, and securing appropriate solutions. Achieving assigned goals Providing members with sound guidance for their financial needs and referring as needed to partnering teams (i.e. Financial Well-being, Mortgage Lending, Investment Services, Treasury Management...Full timeTemporary workWork at officeFlexible hours
$41.71k - $65k
...ServiceDelivers 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...Part timeLocal areaImmediate startDay shift- ...Position Summary The Member Experience Advisor I serves as a member ambassador, providing exceptional service and personalized solutions... ..., procedures, and regulations. In addition to providing financial solutions, this role actively identifies opportunities to deepen...Work at officeNight shift
- ...Verve Credit Union in Oshkosh, Wisconsin, seeks a Universal Banker-Digital (Member Experience Advisor II-Digital) to deliver exceptional service across in-person, phone, and digital channels. You will process transactions, open accounts, and take applications while explaining...
- ...Senior Vice President, Lead Wealth Advisor About the Company A nationally recognized wealth management, retirement advisory, and business management firm. Industry Financial Services Type Privately Held About the Role The Company is seeking an...Immediate start
$20 - $22.5 per hour
...Bank 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...Temporary workRelocation package- ...Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that...Work experience placementFlexible hours
- Every day, ANDRITZ continues to deliver successful innovative solutions to our customers globally. Why are we so successful? Because we are passionate and love what we do! We are at the forefront of future engineering technologies, with solutions that ensure the success...Full timeLive inDay shift
$6,000 per month
...loan requests. Your contributions will directly impact the soundness and comprehensiveness of our credit decisions, ensuring the financial well-being of the communities we serve. What can we offer you? GreenStone trusts the people we hire. We empower employees to make...Local areaRemote workFlexible hours- ...Prospera Credit Union, we believe in more than just numbers-we believe in people. We're passionately committed to providing personalized financial guidance that helps our members achieve their unique version of prosperity. If you're looking for a meaningful career where you...Temporary work
$41k
...many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities...Work at officeMonday to Friday$17 - $25.85 per hour
...combination of education and experience. ~1+ years of residential mortgage processing or loan origination experience within a financial institution or mortgage banking company. ~ Ability to meet S.A.F.E. Act registration requirements and maintain compliance with...Hourly pay- ...matter what industry you're joining us from. Service, accuracy, organization - you'll get to do it all in this role as you expand your financial services expertise. If you crave a work environment that has life-friendly hours, a community-centered vibe, and is a place where...Work at officeMonday to FridayDay shift
- ...credit union serving more than 130,000 members at over 20 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community. Fox Communities Credit Union believes our team members are our most important...Temporary workPart timeFlexible hours
$18 - $22 per hour
...Financial Services Representative World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an...Hourly payWork at officeLocal areaShift work$17 - $22.96 per hour
...interaction. In this front-line role, you’ll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values...Hourly payNight shift- ...research, stop payments, direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes.Concentrates on building financial relationships with members, using a consultative approach. Discusses special promotions, and makes member referrals to Member Service...Work at officeNight shift
- ...credit union serving more than 130,000 members at over 20 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community. Fox Communities Credit Union believes our team members are our most important...Temporary workPart timeFlexible hours
$15 - $19 per hour
Financial Services Representative page is loaded## Financial Services Representativelocations: Appleton, WI, United Statestime type: Full timeposted on: Posted Todayjob requisition id: R18279World Finance, winner of the Top Workplaces USA award for five years in a row and...Hourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift- Capital Credit Union is seeking a Teller to assist members in person, through drive-ups, or by phone, handling deposits, withdrawals, transfers, and other transactions with accuracy and a friendly, sales-oriented approach. The role involves balancing cash, promoting Credit...
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