Financial Advisor
$61k - $119kNorthwestern Mutual
Financial Advisor Opportunity At Northwestern MutualBecoming 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 AnalysisNorthwestern 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.ResponsibilitiesAs a financial advisor, you will:Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experienceBuild personalized, holistic financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of lifeTraining, licensing & designationsNorthwestern 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 & BenefitsPerformance-based earnings and revenue:Average advisor annual earnings of $61K-$119K (based on company average for representatives in the first 3 years)Top 25% advisor annual earnings of $137K-$250K (based on company data for top quartile advisors in the first 3 years)Additional income structure to support training and early developmentRenewal income earned for continued client support and policy managementBonus programs and expense allowancesSupport for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and moreCertified Financial Planner® licensing supportFully company-funded retirement package and pension planCompetitive and comprehensive medical, vision, and dental plansLife Insurance and Disability Income InsuranceParental benefits at every stage of family planning #LI-OnsiteQualificationsYou could be right for this opportunity if you have:Bachelor's degreeEntrepreneurial ambitions to be a business ownerHistory of success in relationship-building or client-facing rolesExcellent time-management skillsDesire for continuous learning and collaborationProficient critical thinking skillsStrong communicatorStrong sense of motivation and driveLegal authorization to work in the US without sponsorshipOur Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.*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.1No level of income is guaranteed. As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from ; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 20242Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.Pay RangeUSD $61,000.00 - USD $250,000.00 /Yr.
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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...SuggestedFull timeContract workFor contractorsWork at office$70k - $80k
...history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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,...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- The Calabasas Chamber invites you to explore a rewarding career as a financial advisor. If you enjoy helping people and building relationships, your people skills can translate into a financial path with training, coaching, and support to help you succeed. Join us for a...SuggestedFlexible hours
$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...SuggestedFor contractorsWork at office- Bank of America in Calabasas is seeking a licensed financial professional to provide comprehensive advisory services and build client financial plans using brokerage products. You will triage leads, refer to partners, and guide clients toward suitable investment solutions...Suggested
$92.22k - $106.1k
...team. As a key member of the team, you will have an opportunity to wear multiple hats and help shape the vision for our Workday Financials Practice. You will be responsible for implementing Workday solutions, working directly with clients, and providing expertise in Workday...Full timeContract workLocal areaFlexible hours$70k - $80k
...history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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,...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$26.92 - $28.84 per hour
Financial Aid Advisor As a Christian University, Pepperdine is committed to serving students with a holistic approach to address their individual needs in a supportive, student-centered environment. The Financial Aid Advisor's primary responsibility is to promote a student...Hourly payTemporary workWork experience placementLocal area- ...Financial Planning Associate Morton Wealth is currently looking for talented individuals who are interested in future opportunities... ...Financial Planning Associate position. We are a registered investment advisor that was formed in 1981 and manages roughly $3 billion in...Immediate start
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$31 - $43 per hour
...We are a private wealth advisory practice with Ameriprise Financial Services focused on client-centered financial planning, dedicated... ...Overview The Paraplanner plays an integral role in supporting advisors by managing financial planning preparation, analyzing client...Hourly payFull timePrivate practiceWork at office- ...individuals who are interested in future opportunities for a Wealth Advisor position. We are an RIA that manages roughly $3 billion in... ...to our unique investment approach, we also offer comprehensive financial advice that aligns with traditional CFP® education as well as behavioral...
$100k
...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...Interim roleWork at officeLocal areaShift workDay shift$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 timeFor contractorsInternshipLocal areaFlexible hours$70k - $80k
Bank of America in West Chatsworth is seeking a Financial Advisor to provide tailored financial advice and solutions to clients. Responsibilities include building comprehensive financial plans and recommending brokerage products. Candidates should hold Series 7 and 66 licenses...- Jambalaya Group, a private wealth advisory practice, seeks a detail-oriented Paraplanner to support advisors throughout the financial planning process. You will gather client data, analyze information, prepare planning deliverables, and assist with ongoing client service...Private practice
- ...Calabasas, CA is seeking a detail-oriented Paraplanner to join our private wealth advisory practice. You will support advisors by preparing financial planning deliverables, analyzing client information, creating charts, and developing portfolio recommendations to align...Private practice
- Ameriprise Financial Services, LLC invites a detail-oriented Paraplanner to join our private wealth advisory practice in Calabasas. You will support advisors by preparing financial planning materials, analyzing client data, and delivering polished planning deliverables...Full timePrivate practiceWork at office
- ...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... ...grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level customer service to meet the financial needs of clients. Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations,...Temporary workWork experience placement
- The Teller is an entry-level position at Citi in Calabasas, CA, providing essential branch services and handling transactions. Part-time role with focus on delivering high-quality customer service and helping the branch generate revenue through optimal solutions. Responsibilities...Part time
$105.7k - $132.15k
...Analyst to join our finance team. Reporting to the FP&A Sr Manager, the ideal candidate will have a minimum of 4 years of experience in financial planning and analysis within the defense or R&D industry. This role requires a strategic thinker with strong analytical skills, a...Full time- ...Meridian University · Financial Services Full-time · On-site · Los Angeles Campus (Santa Monica, CA) · Mon–Fri, 8:45am–5:15pm PT About the Position Meridian University is seeking a financial aid operator to run the day-to-day work that moves federal aid from eligibility...Full timeContract work
$90k - $160k
...Description: We Do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that...Full timeWork experience placementLocal area- ...Wealth Advisor | $3B+ Independent RIA (CA-Based) Presented by Roklyn Consulting At Roklyn we specialize exclusively in the California... ...who values sophisticated portfolio design and high-touch financial planning, backed by a collaborative team of specialists. As...Work at office
- ...Calabasas, CA is hiring a Staff Accountant II to own the monthly close, prepare journal entries and reconciliations, and deliver detailed financial analyses. You'll support audits and assist internal stakeholders with financial information, guiding junior staff in monthly...
- Citigroup Inc. in Calabasas, CA is seeking a Teller (part-time) to assist with branch activities, deliver client-facing services, and process transactions. You will be the first Citi contact, handling cash, educating clients about digital options, and identifying opportunities...Part time
- Logix Federal Credit Union is hiring a Branch Teller I in California to assist members with financial transactions and to provide excellent service. You will process deposits, withdrawals, transfers, and related tasks, while identifying opportunities to cross-sell services...
- Citi in Calabasas, CA is seeking a part-time Teller to support branch operations and deliver high-quality customer service. You will handle routine banking transactions, manage cash deposits, and identify referrals for Citi products. The role emphasizes accurate processing...Part time
$21 per hour
...amazing where your contributions truly matter. If you have a passion for supporting our members in-person, helping people achieve their financial goals, we’re looking for you! As a Branch Teller, you'll be trusted to support our members, with achievable goals to guide you and...Work at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- associate corporate finance Calabasas, CA
- estate planning consultant Calabasas, CA
- financial counselor Calabasas, CA
- financial advisor associate Calabasas, CA
- financial planning assistant Calabasas, CA
- financial advisor Calabasas, CA
- financial planner Calabasas, CA
- jde finance consultant Calabasas, CA
- finance associate Calabasas, CA
- financial planning associate Calabasas, CA


