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 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...SuggestedFull timeContract workFor contractorsWork at office$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...SuggestedFlexible hours- The Northwestern Mutual Wengzn District in New Haven, CT is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You will build long‑term relationships with clients...SuggestedFlexible hours
- ...Own Future. Centurion Wealth Management is a growing financial planning and wealth management practice dedicated to helping... ...We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a key role in supporting our growing...SuggestedFor contractorsFlexible hours
$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,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...focus is on ensuring that pre-retirees and retirees (50+) have the financial security, guaranteed income, and risk protection they need to retire with confidence. We are looking for a Financial Advisor who is passionate about retirement planning and enjoys guiding...Temporary work
$28.85 - $33.65 per hour
Job Description: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, teammates, communities and shareholders every day.Being...Hourly payFull timeTemporary workWork at officeFlexible hoursDay shift$70k - $80k
...Bank Of America Financial Advisor 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, teammates, communities and shareholders...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...Financial Consultant The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers...Hourly payWork experience placementWork at officeImmediate startRemote workFlexible hours3 days per week
- Business Development Manager for the Northeast Financial Group at Prudential Advisors Take your career to the next level at Prudential Advisors ! Change your life by helping others change theirs! We have an immediate opening for a highly motivated, analytical individual...Immediate start
- A leading financial agency in Connecticut is looking for passionate individuals to conduct virtual consultations with clients and assess their financial needs. This position offers flexibility with the option to work from home and a path for career advancement based on...Remote jobWork from home
- ...rewarding path for those looking to build a long-term career in financial services. Our office is located at: 555 Long Wharf Dr New Haven... ...link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is...Work at officeVisa sponsorshipFlexible hours
- ...Job Description Job Description About the Role Centurion Wealth Management is seeking an experienced Financial Advisor with an established book of business to join our firm. This is an opportunity to take your practice to the next level under our independent wealth...
$28.85 - $33.65 per hour
...Bank Of America Financial Advisor 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, teammates, communities and shareholders...Hourly payTemporary workWork at officeFlexible hoursShift workDay shift- ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Webster Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with...Work at officeLocal area
- ...the U.S. will be considered. Company Culture & Opportunities A culture of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers....Work at office
- ...Bank of America is seeking a client-focused professional to build relationships and meet financial needs in our busy financial center. You will follow guided processes, manage cash and client interactions, and collaborate with experts in small business, lending, and investments...
- ...KeyBank's Private Client Banker role focuses on managing the full client relationship with a plan-based approach to financial advice. You will deliver and refer suitable financial solutions for clients with up to $2M in investable assets, gathering data and offering appropriate...
$25 - $38.46 per hour
...Connecticut 06518 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate...Hourly payWork experience placementDay shift- Northwestern Mutual seeks College Financial Representatives for its internship program in New Haven, CT. Interns will build an integrated financial planning practice while receiving guidance and support from experienced professionals. Responsibilities include networking...Full timeInternshipFlexible hours
$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- ...Vision insurance Transition Your Healthcare Expertise into Financial Services with The Wengzn District of Northwestern Mutual! Leverage... ..., Mike has built a successful career as a wealth management advisor at Northwestern Mutual, with a strong focus on growth,...Work at officeVisa sponsorshipFlexible hours
- ...Connecticut 06514 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank... ...on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial...Full timeFlexible hoursDay shift
- ...Connecticut 06514 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities... ...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate...Day 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
$105k - $174k
...throughout the university to ensure their needs are met, work is designed using consistent principles and, provide consistent answers to financial questions. This position will play a role in data governance, as required, to meet the objectives. This position plays a key...Work at officeLocal area$25 - $26.77 per hour
...Bank Of America Job Posting 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, teammates, communities and shareholders...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$98k - $153k
...: Investments Feel Good About Doing Good The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment...Temporary workWork at officeFlexible hours- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
$19 - $28.84 per hour
...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner.Primary ResponsibilitiesAdhere to the established customer service standards and...Hourly payImmediate start
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