Financial Advisor
$61k - $119kNorthwestern Mutual Life Insurance Company
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 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 plansincluding investments for growth, insurance for protection, and annuities for guaranteed income in retirementthat 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 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 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 Our 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.
- No 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, 2024
- Certified 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.
- Northwestern 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.
$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 financial...SuggestedFor contractorsWork at office$50k
...and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an...SuggestedWork at officeWork from homeHome officeFlexible hours- 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 a Great Place...SuggestedTemporary workWork at officeShift workDay shift
$61k - $250k
Northwestern Mutual Life Insurance Company in Greensboro, NC is seeking a Financial Advisor. This role offers an opportunity to start your own financial planning practice while helping clients achieve their financial goals. The position is performance-based with potential...Suggested- 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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
$61k - $119k
Northwestern Mutual is looking for ambitious individuals to become Financial Advisors in Greensboro, North Carolina. This role allows for the opportunity to build a financial planning practice and shape your own workday with uncapped earning potential. Advisors will grow...- Overview We are looking for Experienced Advisors to join our Carolina Financial Group Team! You\'ve built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will...Full timeWorldwide
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$15 per hour
Overview Be among the first 25 applicants. Direct message the job poster from Prudential Financial. Business Development Manager at Prudential Advisors - Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life...Minimum wageContract workPart timeImmediate start$80k
WizeHire, Inc is seeking an experienced financial advisor in Greensboro, NC, to assist clients in designing and implementing financial strategies. The ideal candidate must possess a Bachelor’s degree in business or finance, along with excellent communication and customer...- A Fortune 500 financial services company in Greensboro is seeking a motivated Financial Representative to engage with clients and provide tailored financial solutions. In this role, you will leverage your interpersonal skills to help individuals protect their financial...
- A leading financial services firm seeks financial advisors to develop their own practice and build strong client relationships. Advisors receive extensive resources including branch support and world-class products. The role emphasizes building an inclusive environment...
$80k
Stone Press Financial Group is seeking an entry-level Financial Services Professional in Greensboro, NC. The ideal candidate should possess a Bachelor's degree in business or finance and have excellent communication skills. You will assist clients in developing and implementing...- A fraternal financial services organization is looking for dedicated financial representatives in Greensboro, NC. This role involves guiding clients in achieving their financial goals through tailored financial plans. Candidates should have a passion for improving members...
- ...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
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- Bank of America seeks a financial advisor to assist clients in planning and achieving their financial goals through tailored banking and investment solutions. The ideal candidate will possess Series 7 & 66 licenses and have experience in the investment and financial services...
- Job Description If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies...Work at officeWork from homeHome officeFlexible hours
- Financial Representative 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 recommending and selling the corresponding financial solutions...Work at officeLocal area
- ...candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location Greensboro Role Responsibilities As a Financial Representative, you will work with...Full time
- ...to an assigned book of business and referrals from bank partners. Strengthens and manages existing relationships through providing financial advice, partnering with investment and insurance specialists to provide goals based planning advice and services. Provides...Work at officeImmediate start
- A financial advisory firm is looking for an Associate Wealth Advisor in Greensboro, NC, to support Senior Wealth Advisors. The role involves client communication, investment tasks, and developing skills for a Wealth Advisor position. Candidates should have a relevant degree...
- A leading financial services provider in Greensboro is seeking a Financial Advisor. This role involves working with high-net worth individuals to understand their financial needs and provide personalized investment recommendations. Candidates should hold Series 7 & 66...
- Northwestern Mutual in Greensboro is seeking dedicated financial advisors to leverage healthcare backgrounds in financial services. The role involves direct client engagement for financial planning, insurance solutions, and ongoing support. Ideal candidates possess strong...Work from homeFlexible hours
- A leading wealth management firm is seeking a Financial Advisor to work with high-net worth individuals in Greensboro, NC. The role emphasizes building strong client relationships, advising on investment products, and aligning financial solutions with client goals. Ideal...Work at office
$50k - $75k
A leading financial services company in Greensboro, NC, is seeking a Business Development Manager to join their team. This role involves developing client relationships and preparing financial plans. No prior financial knowledge is necessary, and comprehensive training...
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