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
$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 - $119k
...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...SuggestedWork at office- Bank of America is seeking a Financial Solutions Advisor Stage I to provide comprehensive advice to clients and build relationships in their financial centers. This role requires obtaining necessary securities licenses and emphasizes a consultative approach to client interactions...Suggested
$70k - $80k
Responsibilities Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommends banking and investment strategies...SuggestedTemporary workRelocationMonday to Friday$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$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...$70k - $80k
...Bank Of America Financial Advisor The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Bank of America is seeking a Financial Solutions Advisor Stage I in Pleasant Hill, California. In this role, you will begin with training to obtain your Securities Industry licenses and then learn to manage client relationships while providing tailored financial advice....
$70k - $80k
...history 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 officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) Work as a Financial Solutions Advisor Stage I at Bank of America, gaining Securities Industry licenses and applying a consultative approach to build and manage client relationships in a financial center. Key Responsibilities Obtain...Hourly payImmediate startMonday to FridayDay shift- ...relationships and collaborates with banking and investment partners to provide end-to-end advisory services. The position emphasizes licensing aptitude, time management, and a results-driven mindset to succeed in a dynamic financial environment. #J-18808-Ljbffr Jobtailor
- Walnut Creek - Northwestern Mutual is seeking a Financial Advisor to guide clients in financial planning and insurance options. The position requires strong communication skills and a goal-oriented mindset. The role offers flexible work-from-home options, comprehensive...Work at officeFlexible hours
$80k - $90k
Bank of America is seeking a Financial Advisor within Merrill Wealth Management to support clients in their financial goals. You will identify client needs, build relationships, and deliver investment recommendations while collaborating with advisory teams. The ideal candidate...- • Obtain Securities Industry licenses through dedicated classes • Build and manage client relationships • Deliver Bank of America’s core banking and investment solutions • Provide end-to-end comprehensive advice to clients • Collaborate with banking and investment partners...
- ...Bank of America is seeking a financial advisor in Pleasant Hill, California, responsible for providing clients with tailored financial solutions and advice. You'll engage with clients on financial goals, recommending products that align with their needs. This position...
$80k - $90k
...life they envision through a personal relationship with an advisory team committed to their needs. Role Specifics Advisor Development Program - Financial Advisor. This role is designed for individuals who want to transition into a career as a Financial Advisor. Responsibilities...Interim roleImmediate startShift workDay shift$80k - $90k
...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- Transition Your Business Development Expertise into Financial Services with Walnut Creek - Northwestern Mutual! Benefits Bonus based on... ...security and success. Position Responsibilities for a Financial Advisor Educate clients on financial planning and insurance options....Work at officeLocal areaWork from homeFlexible hours
$90k - $100k
...Join Our Team as a Financial Advisor at CAPTRUST Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You will provide comprehensive financial...Temporary workLocal areaFlexible hours$90k - $110k
Retirement Plan Financial Advisor (Hybrid) Location: Walnut Creek Compensation: $90k - $110K In this role you would be responsible for working with retirement plan clients and their participants in order to personalize their financial planning and manage their investments...Work at office- ...production, coaching, training, and developing a team of licensed retail bankers May handle large book of clients with more complex financial profiles Achieving sales goals while serving the clients' best interests Plan and conduct individual and group coaching sessions...
- Bank of America in Martinez is seeking a Financial Solutions Advisor (FSA I) to build and manage client relationships while guiding customers through banking solutions. The role involves obtaining necessary industry licenses and providing comprehensive advice to clients...
- Responsibilities Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Recommends banking and investments strategies...Temporary work
$25 - $31 per hour
...competitive salary, generous benefits, unlimited growth potential, and a collegiate work environment. Job Description As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through 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....Work at office
- ...1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with... ...growth. The Financial Planning Associate will work with BEW Advisors and Lead Advisors to provide financial planning and investment...Work 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$70k - $90k
...Wealth Advisory Group provides personalized wealth management and financial planning services designed to help clients pursue their goals... ...ground up. This role works directly alongside the Associate Advisor and Managing Principal, getting hands‑on exposure to the technical...InternshipWork at office- ...Merrill Wealth Management in Walnut Creek is seeking a Financial Advisor for their Advisor Development Program. This role involves identifying client needs, building relationships, and providing personalized investment recommendations. The ideal candidate will possess...
$105k - $140.75k
...As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for...
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