Financial Advisor
$61k - $119kNorthwestern Mutual Life Insurance Company
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 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.
$125k
...Financial Advisor IILancaster PA - Lancaster, PA 17601OverviewPosition Type Full Time Job Shift DayDescriptionSavant Wealth Management is seeking a Financial Advisor to join our Lancaster, PA team. This is an opportunity to step into a meaningful advisory role within an...SuggestedFull timeWork experience placementSummer workWork at officeLocal areaWork visaFlexible hoursShift work$55k - $156.45k
...calling on existing bank customers identified through the internal referral program. During the course of these customer meetings, the Financial Planner will need to explain the bank's brokerage services, discussing the advantages of proper planning, and obtaining the...SuggestedFor contractorsMonday to Friday- ...interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.At the heart of... ...-term financial goals. At C&N, we’re seeking a Senior Wealth Advisor to serve as a trusted advisor while driving the continued growth...SuggestedFull timeLocal areaFlexible hours
$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...SuggestedFull timeFor contractorsInternshipLocal areaFlexible hours- ...POSITION SUMMARY Responsible for providing financial advice to clients to help them achieve their financial goals. Helping organizations, their leaders, and their employees integrate their faith and finances through their investment, insurance, banking, and charitable...SuggestedFull timeWork at officeImmediate startNight shift
- ...I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence...Full timeWork at office
- ...to probe, listen, clarify, and present information, to advance sales transactions. It is important that they are knowledgeable in financial services outside sales, business-to-business sales, and Business Banking. # Analytical skills: They must possess the ability to...Work at officeLocal area
$91k - $151.6k
...Commercial Banking and Middle Market Banking teams.The primary responsibility of this role is to develop and analyze pertinent credit and financial information on all types of loans, focusing primarily on those credits that are the most complex and multi-faceted. Complex and...Full timeTemporary workWork experience placementLocal areaWork visaFlexible hours- ...Description: General Responsibilities: Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based financial solutions. Actively seeks opportunities to...Bank staffWork at officeNight shift
- Relationship BankerThis position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer...Work at office
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Afternoon shift
$75k - $184.8k
...high net worth segment of the bank, focusing on loans, deposit, and Assets Under Management (AUM). Work with clients to meet their financial goals and objectives. Proactively advise and consult with clients, explaining the types of financial services available, educating...For contractorsWork at officeMonday to Friday- ...Description General Responsibilities: Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based financial solutions. Capable of supporting clients in...Full timeBank staffWork at officeNight shift
- ...opportunity to contribute to the company’s success. As a Wealth Advisor within PNC's Wealth Management organization, you will be based... ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and...Full timeTemporary workPart timeWork experience placementWork at office
- ...individuals, families, businesses, and communities achieve their financial goals through relationship-driven banking and trusted advice.... ...personalized, consultative approach. You will serve as a trusted advisor, connecting clients with banking, lending, wealth management,...Temporary workLocal area
- Job Title Job Description F&M Trust
- ...role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us...Work experience placementWork at officeWork visaFlexible hours
- ...Financial Center AssociateA great banking experience starts with a great team! Mid Penn Bank is actively seeking a Financial Center Associate to join our Oregon Pike team in Lancaster, PA.We believe that our ongoing success depends upon a skilled, satisfied and valued...Work experience placementWork at officeRemote workWork visaFlexible hoursNight shift
- ...visas or participate in STEM OPT for this position.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 timeWork at officeShift work
- ...participate in STEM OPT for this position. Job Description Delivers 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 timePart timeWork experience placementWork at office
- ...in every interaction with members and the public.Provide efficient, prompt and accurate service in handling and processing member financial and service requests.Positively contributes to the member experience by escorting members through appropriate delivery channels, such...Full timeWork at office
$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$17.66 - $22.08 per hour
...county footprint. Minimum Required Education and Experience: A High School Diploma or equivalent and a minimum of 1 year of financial institution experience. Preferred Education and Experience: It is preferable for a candidate to have more than one year of...Full timeWork at office$16 per hour
About GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited...Work experience placement$64.7k - $107.9k
...insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank. EEO...Full timeTemporary workWork experience placementWork visaFlexible hours- ...Northwest-Bank in Columbia, PA is seeking a Financial Center Banker to advise customers on banking products, open accounts, and grow relationships with clients. You will help customers achieve financial goals through consultative conversations and personalized recommendations...
- ...floating holidays, prorated based on start date) ~ Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial...Local areaMonday to Friday
- GENERAL DESCRIPTION: This position is primarily responsible for providing financial and operational analysis, asset valuation and strategic planning support for all aspects of High Real Estate Group (HREG) including High Hotels (HHL). This position provides financial support...Work at officeLocal area
- ...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 officeShift work
- ...background as a leader in a club or fraternity/sorority? As a Financial Planner at uFinancial Group , you will work directly with real... ...How will you get started? You will… Partner with senior advisors Develop and maintain long-term relationships with your own...Full time
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