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
$100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient...Suggested$63.3k - $117.2k
Application Deadline: 07/30/2026 Address: 1969 Diamond Blvd. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the...SuggestedLocal area$61k - $250k
Northwestern Mutual is looking for financial advisors in Walnut Creek, California. As a financial advisor, you'll connect with clients, build tailored financial plans, and support them at various life stages. The role rewards entrepreneurial ambitions with uncapped earning...Suggested$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- ...Vision insurance Transition Your Healthcare Expertise into Financial Services with Walnut Creek - Northwestern Mutual! Leverage... ...quality time with family. Austin Nichols – Wealth Management Advisor: Time with NM: 8 years. Prior Experience: Former professional...SuggestedInternshipWork at officeLocal areaVisa sponsorshipFlexible hours
$120k - $150k
...Relationships First At Capital Advantage , we believe the best financial advice starts with genuine relationships. We’re a financially... ...comprised of a team that has worked together for years. Our advisors aren’t measured solely by production - they’re trusted partners...Full timeWork at officeMonday to Friday- Capital Advantage in Walnut Creek is seeking an experienced Associate Financial Advisor to manage an established book of client relationships while delivering comprehensive financial planning and investment advice. This role reports to a Senior Financial Advisor and collaborates...Work at office
$125k - $150k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...more information, please visit Opportunity for a VP Financial Advisor Wealth Enhancement Group has an exciting opportunity for a VP Financial...Full timeTemporary workFlexible hours- Fifth Third Bank, National Association, is seeking an Investment Executive (Financial Advisor) for the Northern California East Bay area, based in Walnut Creek. You will lead client meetings, drive sales of securities, and coach licensed bankers to grow the business. The...
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people 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, placing the focus...Work at officeWork from homeHome officeFlexible hours$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth...Temporary workLocal areaFlexible hours- Wealth Enhancement Group is seeking a VP Financial Advisor to join our Walnut Creek, CA team. You will manage client relationships, lead the planning process, and help clients reach their financial goals with a planning-first approach. Responsibilities include conducting...
- ...retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities... ...required within assigned territory. Investment Executive (Financial Advisor) Northern, CA - East Bay At Fifth Third, we understand the...
- ...solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing....Full timeWork at office
- ...products, and assist with loan applications while supporting daily branch operations and cash handling. The role emphasizes member financial health, outreach, and collaboration with internal partners to meet service and sales goals. #J-18808-Ljbffr Chevron Federal...
- Chevron Federal Credit Union in Walnut Creek seeks a Branch Teller to deliver exceptional member service and support daily branch operations. You will engage with members to assess needs, recommend products, process transactions, and assist with loan applications while ...
- The Financial Planner interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to deliver...
- Creative Planning seeks a Financial Planner in Walnut Creek, CA to work with clients daily, gathering and analyzing information to develop and implement comprehensive financial plans. You will collaborate with Wealth Managers to deliver tailored advice and monitor client...
- Merrill Wealth Management is seeking candidates for the Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I). The program begins with securities licensing (SIE, Series 7, Series 66) and foundational training in acquiring, building, and managing client...
- ...trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing....Full timeWork at office
$180.27k - $220.33k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Local area$170k - $210k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor , you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing....Work at office
$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$180.27k - $220.33k
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life...Full timeLocal area- ...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 officeMonday to FridayFlexible hoursShift workDay shift
$85k - $95k
...Associate Wealth Advisor Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor... ...client relationships through active participation in the financial planning process. Responsibilities include creating and implementing...Work at officeLocal areaRemote work2 days per week- ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with...Work at officeLocal area
$50k - $100k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Contract workPart timeLocal areaImmediate startDay shift$11.6k
...development, education, and field advisory councils, ensuring that every advisor and team member feels supported and empowered. Beyond the... ...for advisors to thrive and for clients to achieve lasting financial security. Our thriving office is located at: 2121 N. California...InternshipWork at officeLocal areaVisa sponsorshipFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- financial consultant Walnut Creek, CA
- financial associate Walnut Creek, CA
- jde finance consultant Walnut Creek, CA
- financial planner Walnut Creek, CA
- wealth advisor Walnut Creek, CA
- financial planning administrator Walnut Creek, CA
- financial planning assistant Walnut Creek, CA
- estate planning consultant Walnut Creek, CA
- financial counselor Walnut Creek, CA
- financial advisor associate Walnut Creek, CA



