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
...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...SuggestedFull timeWork at officeDay shift$63.3k - $117.2k
...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 customer. Determines client needs and provides solutions though the sales of...SuggestedPart timeLocal area$61k - $119k
...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...SuggestedFull timeContract workFor contractorsWork at office$140k - $150k
...Allworth Financial ( ) is an independent investment financial advisory firm that specializes in retirement planning, investment advising... ...growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is...SuggestedFull timeContract workTemporary workPart timeFor contractorsFor subcontractorInternshipWork at officeWork from homeFlexible hours$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$60k - $80k
...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...Full timeInternshipWork at officeLocal areaVisa sponsorshipFlexible hours$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...$150k - $200k
...Relationships First At Capital Advantage , we believe the best financial advice starts with genuine relationships. We're a financially... ...Creek comprised of a team that has worked together for years. Our advisors aren't measured solely by production - they're trusted...Full timeWork at officeMonday to Friday$23 - $30 per hour
...access to healthcare education through employer-based training and workforce development programs nationwide. Job Description As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the...$125k - $150k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...Enhancement Group has an exciting opportunity for a VP Financial Advisor to join our team in Walnut Creek, CA. This role is a key...Full timeTemporary workFlexible hours- ...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 employmentFull timeWork at officeFlexible hours
- Walnut Creek - Northwestern Mutual is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and planning. You will build long-term client relationships, understand their needs, and provide...Flexible hours
- Allworth Financial is seeking an experienced Financial Advisor to join our Houston, TX office. This in-person role offers the flexibility to work from home and emphasizes building strong client relationships while contributing to a high-performing office culture. The successful...Work at officeWork from home
- ...development Vision insurance Transition Your Healthcare Expertise into Financial Services with Walnut Creek - Northwestern Mutual! Leverage Your... ...quality time with family. Austin Nichols - Wealth Management Advisor: Time with NM: 8 years. Prior Experience: Former professional...InternshipWork at officeLocal areaWork from homeVisa sponsorshipFlexible hours
- Capital Advantage is looking for an experienced Financial Advisor to manage an established book of approximately 150 client relationships. Your main responsibilities will include providing comprehensive financial planning and investment advice tailored to each client's...
- ...insurance Transition Your Business Development Expertise into Financial Services with Walnut Creek - Northwestern Mutual! Why BD... ...quality time with family. Austin Nichols – Wealth Management Advisor: Time with NM: 8 years. Prior Experience: Former professional...Contract workInternshipWork at officeLocal areaFlexible hours
- Northwestern Mutual Walnut Creek is seeking professionals with healthcare backgrounds to transition into financial services. You'll build direct client relationships and guide clients through essential life events, using your healthcare knowledge. The local team in Walnut...Remote jobWork at officeLocal areaWork from homeFlexible hours
- Investment Executive (Financial Advisor) Northern, CA - East Bay Location: Walnut Creek, California 94596. General Function Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle a large book of clients with...
- ...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...
- Capital Advantage, Inc. in Walnut Creek is seeking an experienced Associate Financial Advisor to manage an established client book and provide comprehensive financial planning and investment guidance. You will collaborate with a Senior Financial Advisor and the advisory...
$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$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- ...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
$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 payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$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 payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...Job Description Job Description Description: The Financial Planner position primarily focuses on maintaining and adding value to... ...valuable. Analyzing clients’ financial data gathering to provide Advisors with financial planning recommendations Attending client...
- 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...
$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 officeMonday to FridayFlexible hoursShift workDay shift
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