Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

$61k - $119k

UNAVAILABLE

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

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Walnut Creek, CA vacancy
  • $63.3k - $117.2k

     ...Financial Advisor 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 customer. Determines client needs and provides solutions though the sales of managed... 
    Suggested
    Part time
    Local area

    Bmo

    Concord, CA
    4 days ago
  • $95k

     ...FINANCIAL ADVISOR WHAT IS THE OPPORTUNITY? Less experienced Financial Advisors (FA) will work in tandem with an assigned Senior Financial Advisor (SFA) to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for... 
    Suggested
    Remote work
    Shift work

    City National Bank

    Walnut Creek, CA
    4 days ago
  • $61k - $119k

     ...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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Walnut Creek, CA
    1 day ago
  • $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

    Empirical Financial Services, LLC

    Walnut Creek, CA
    5 days ago
  • $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... 
    Suggested
    Hourly pay
    Full time
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Concord, CA
    3 days ago
  •  ...is an outstanding opportunity to join a respected firm in the financial services industry. We're seeking a collaborative, experienced...  ...enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT... 
    Permanent employment
    Full time
    Work at office
    Flexible hours

    Bluespring Wealth Partners

    Walnut Creek, CA
    4 days ago
  • $70k - $80k

     ...and collaboration, unlike any other design school. For more information about Harvard GSD see: Reporting to the Controller, the Financial Associate II performs a diverse array of payroll, accounting, and financial support duties, and works closely with staff members throughout... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    Relocation
    1 day per week

    Harvard University

    Concord, CA
    1 day ago
  • $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 work
    Local area
    Flexible hours

    CAPTRUST

    San Ramon, CA
    3 days ago
  • $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 office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Berkeley, CA
    5 days ago
  • $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 work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Walnut Creek, CA
    3 days ago
  • $28.85 - $33.65 per hour

     ...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...  ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Martinez, CA
    1 day ago
  •  ...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 work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Pleasant Hill, CA
    14 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern...  ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Walnut Creek, CA
    1 day ago
  •  ...collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward...  ...12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is designed to empower... 
    Immediate start

    Columbia Bank (WA, OR & ID)

    Walnut Creek, CA
    3 days ago
  • $100k - $140k

     ...re-locate, to Northern California* SEC-registered investment advisor headquartered in Lafayette, California. Clients here are...  ...on existing clients: deepening those relationships, delivering financial planning and portfolio guidance, and helping families move through... 

    Roklyn Consulting

    Lafayette, CA
    2 days ago
  •  ...Financial Planning Associate Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment...  ...growth. The Financial Planning Associate will work with BEW Advisors and Lead Advisors to provide financial planning and investment... 
    Work at office

    Burton Enright Welch

    Walnut Creek, CA
    15 hours ago
  • $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... 
    Internship
    Work at office

    True Wealth Advisory Group

    Walnut Creek, CA
    5 days ago
  •  ...currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Pleasant Hill, CA office...  ...Wealth Advisors in daily aspects of client service, advising, and financial planning Assist with business development efforts... 
    Work experience placement
    Work at office

    Beacon Pointe Advisors

    Pleasant Hill, CA
    1 day ago
  • $66.56k - $80k

     ...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 office
    Local area

    LPL Financial

    Lafayette, CA
    3 days ago
  • $80k - $85k

     ...Associate Wealth Advisor – Focus Partners Wealth Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning‑centric...  ...enhance client relationships and actively participate in the financial planning process. Hybrid Schedule – 3 days in office per week and... 
    Work at office
    Remote work
    3 days per week

    Focus Financial Partners Inc.

    Walnut Creek, CA
    5 days ago
  •  ...applying for any new position.** Acknowledge ( **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,... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Pleasant Hill, CA
    4 days ago
  • $27 - $41 per hour

     ...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Lafayette, CA
    3 days ago
  • $250k

     ...service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions* Understand and comply with Citibank policies, standards and procedures* Appropriately assess risk when business... 
    Full time

    Citibank (Switzerland) AG

    Walnut Creek, CA
    17 hours ago
  • $23 - $31 per hour

     ...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Walnut Creek, CA
    4 days ago
  •  ...for additional information or questions regarding this listing.Financial Planning Associate | Wealth Management | San Ramon Join a...  ...on exposure to financial planning, work alongside experienced advisors, and help clients make informed long-term decisions. The firm... 

    Robert Half

    San Ramon, CA
    1 day ago
  • $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Walnut Creek, CA
    1 day ago
  •  ...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... 
    Internship
    Work at office
    Local area
    Work from home
    Visa sponsorship
    Flexible hours

    Walnut Creek - Northwestern Mutual

    Walnut Creek, CA
    7 days ago
  • $22.27 - $33.43 per hour

     ...sell opportunities of CNB products and services. Calls on and collaborates with prospects and existing clients to determine their financial needs and formulates a relationship development plan that specifies ways in which products and services can meet their business or... 
    Hourly pay
    Remote work

    City National Bank

    Walnut Creek, CA
    5 days ago
  • $60 - $70 per hour

     ...applying strong knowledge of fund structures and processes. Requirements: Ability to identify gaps or inconsistencies in financial data and resolve issues during review. Strong analytical skills when validating information and supporting complex fund... 
    Hourly pay

    Century Group

    Walnut Creek, CA
    1 day ago
  •  ...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 role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America Corporation

    Walnut Creek, CA
    a month ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!