Financial Advisor
$61k - $119kNorthwestern Mutual Life Insurance Company
Financial Advisor OpportunityBecoming 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 2018-2023 company average for representatives in the first 3 years)Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 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 support2Fully 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 contractors3 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 2018-2023; 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.
$100k
...At Lat Wealth Financial Advisors, our mission is simple and powerful: With your values as our compass, we empower you to achieve your greatest potential. For soon-to-be and recent graduates ready to build a meaningful career, we offer mentorship, hands‑on training, and...SuggestedPermanent employmentLocal area- ...Bank Of America Financial AdvisorAt 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...SuggestedTemporary workDay shift
$70k - $200k
...strong salesperson, recruiter, fundraiser, or natural network builder, you may have more of the skills to become a successful financial advisor than you realize. This opportunity offers uncapped earning potential, more ownership over how you work, and the chance to...SuggestedWork at officeLocal areaRelocation$1,000 per month
...Wealth Management builds on this program with a more modern take on financial advising.Financial Representatives Interns are provided... ...program.Our internship program mimics our full-time Financial Advisor career, allowing you to:Learn how to prospect and network to build...SuggestedFull timeFor contractorsInternshipSummer internshipLocal areaFlexible hours$10k
...With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an...SuggestedWork experience placementWork at officeWork from home- ...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
$10k
...Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor Wealthbuilder...Work at officeWork from home- Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential's existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...Worldwide
$10k
...With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe....Work experience placementWork at officeWork from home- About the role:As a Financial Analyst at our dynamic organization, you'll play a key role in providing analytical support to a specific functional area, department, or division. Your responsibilities will include developing and maintaining reporting for your assigned area...Full timeCasual workWork at officeLocal areaRemote workHome office
$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- ...Regions Financial Corporation in Clearwater, FL, seeks a Senior Consumer Relationship Banker to meet customers in person and by phone, assessing financial needs and offering suitable products and guidance to help reach financial goals. The role concentrates on expanding...
$58.44k - $93.5k
...post‑deployment events or covering an existing assignment for counselors who are absent. The role includes full‑breadth personal financial counseling services to military service members and their families at military installations. Responsibilities Provide personal financial...Contract workTemporary work$58.44k
...event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and...Contract workTemporary workWork experience placementWork at office- ...to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services.4. Customer Financial Needs: Meet with customers to analyze financial needs and maximize sales opportunities. Offer all bank products and assist with...
- ...Education details. Experience: Essential: * Reference Other Information in Summary Facility: BayCare Health System, Financial Assistance-BCHS Location: BayCare System Office East Status: Full Time, Exempt: No Shift Hours: 8:00 am-4:30 pm Shift...Full timeWork at officeRemote workShift workNight shiftWeekend workAfternoon shift
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork 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
- ...Patient Financial Representative - Collections / Accounts Receivables At BayCare, we are proud to be one of the largest employers in the Tampa Bay area. Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient...Full timeRemote workMonday to FridayShift work
- ...diversity, stability, competitive benefits, and a career path with a growing, successful company! Join us in our mission to improve the financial well-being of our members!Relationship Bankers perform the following functions:Improve the financial well-being of our members and...Work at officeMonday to FridayShift work
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
- ...operates with a forward-thinking philosophy grounded in trust, dignity, respect, responsibility, and clinical excellence. Patient Financial Representative Job Details Location: Remote role with quarterly in-office meetings required Must reside in Florida Facility:...Full timeWork at officeRemote workMonday to FridayShift work
$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- ...where strong performance, teamwork, and initiative are recognized. If you are dependable, customer-focused, and interested in the financial-services industry, we invite you to explore a career with Florida and Texas Currency Exchange. Job Description - Teller: Key...Local areaShift work
- ...Organization, you will be based in Largo, FL 33778.Job DescriptionDelivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timeTemporary workPart time
- ...checklists and transaction timelines. Collect, organize, and perform an initial review of borrower, property, organizational, financial, and transaction documentation for completeness and consistency. Assist in the preparation and assembly of FHA MAP and LEAN underwriting...Work at office
- ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Full timeTemporary workPart timeWork experience placementWork at office
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- ...well-established community bank is seeking a Credit Analyst to support its commercial lending team. In this role, you will analyze financial statements, tax returns and cash flow for commercial and consumer borrowers, spread financials, and prepare clear credit memos...Permanent employmentFull time
- ...Evaluation and Analysis: Evaluate new and existing customer accounts to determine suitable credit limits and terms, including analyzing financial statements for credit requests exceeding $50K. Document analyses and provide justifications for credit decisions.Order Review and...Casual workWork at officeLocal areaRemote workShift work2 days per week
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