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
$300k - $400k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...an exciting opportunity for a Senior Vice President, Financial Advisor to join our team in Pittsford, New York . This is a senior...SuggestedFull timeTemporary workLocal areaFlexible hours$45k - $100k
...Financial AdvisorJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$46k - $48k
...associates and their families. Bryant & Stratton College is a Public Service Loan Forgiveness certified employer. Job Summary The Financial Services Advisor is responsible for advising and assisting current and prospective students with all aspects of financial aid. This...SuggestedHourly payWeekend workAfternoon shift- ...Fifth Avenue Financial is seeking a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Job Responsibilities: Build a portfolio of customers and offer financial advice tailored to their specific...Suggested
$80k - $100k
Overview Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Base pay...SuggestedFull timeWork at officeFlexible hours- Prudential Advisors is looking for driven, motivated self-starters in the Rochester area that are interested in a career in financial services. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools,...
$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 timeFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$85k - $145k
...Wealth Advisor (Upstate New York) Fairport - Rochester 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...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Northwestern Mutual is a leading financial services company providing financial securuty to individuals, families, and businesses. Our team takes a personalized, planning-focused approach to helping clients identify opportunities, address financial blind spots, and align...Full time
$18.5 - $23.42 per hour
...based incentives – ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and...Full timeTemporary workPart timeBank staffLocal areaWork visaMonday to FridayFlexible hours- Northwestern Mutual is offering an internship for College Financial Representatives in Pittsford, NY. This program provides guidance and a framework to build a financial planning practice while networking with industry experts and gaining valuable experience. Students can...Full timeInternshipFlexible hours
- ...Financial Planner Job Duties: Provide financial planning and investment advisory services. Research and present investment strategies. Develop and execute retirement planning. Implement risk management and tax planning strategies. Coordinate estate planning...
$18 - $23 per hour
...Job Title: Financial Counselor Department: PRH BH Clinic Administration Location: Outpatient Mental Health - Evelyn Brandon Health Center ,81 Lake Avenue, Rochester, NY 14608 Hours Per Week: 40 Schedule: Full-Time, Day Shift , Monday to Friday, 8.30 am - 5:00 pm Position...Full timeWork at officeLocal areaMonday to FridayFlexible hoursDay shift- Credit AnalystThe Credit Analyst is responsible for supporting the credit team responsibilities at WorldWide Electric.The Credit Analyst will work with the accounting team to ensure customer payments are entered accurately and timely and that credit requests are handled...Worldwide
$16.5 - $18.5 per hour
TellerThe Lyons National Bank currently has a Full-Time Teller position open in our Perinton Park Branch.If you are a confident individual who exemplifies an Enthusiastic Personality with a Passion to provide Superior Customer Service, why not consider joining our team...Hourly payFull timeWork at office$19 per hour
...ATMs to complete simple transactions. You’ll create amazing experiences, looking for opportunities to help customers achieve their financial goals by providing personalized advice and solutions that meet their needs, and connecting them to our Bankers for the next step....Hourly payLocal areaFlexible hoursAfternoon shift$18 - $26.21 per hour
...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Float tellers will frequently travel to different branches within a designated area...Hourly payImmediate start- Company DescriptionTekWissen provides a unique portfolio of innovative capabilities that seamlessly combines clients insights, strategy, design, software engineering, and systems integration. Job DescriptionRequired: Oracle EBS Record-to-Report modules implementation experience...
- ...environment or remote work environment. Essential Duties & Responsibilities: The Sr. Commercial Debt Counselor provides financial, clerical and administrative services to ensure efficient, timely and accurate repayment of accounts within their scope of work...Permanent employmentWork at officeRemote workWork from homeMonday to FridayFlexible hoursShift workAfternoon shift
- ...platforms further showcase the energy, collaboration, and purpose behind their work, providing a strong foundation for anyone entering a financial representative role. Why Career Changers Could Thrive Here: You already have what it takes, people skills, perseverance, and...InternshipWork at officeLocal areaVisa sponsorshipFlexible hours
- ...that preserve their dignity, enhances self-confidence and empowers them with a sense of control. At ConServe, we call it Fostering Financial Freedom®. We take great pride in being a team of the right people, doing the right thing, at the right time, the right way.Why...Permanent employmentWork at officeRemote workFlexible hoursShift workDay shift3 days per week
- ..., offering a strong foundation for anyone transitioning into a financial representative role. Our thriving office is located at: Suite 2... ...link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is...InternshipWork at officeLocal areaFlexible hours
$124k - $158k
Experience 2 to 6 years in commercial finance transactions. Responsibilities Represent clients, including borrowers and lenders, in complex middle‑market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions...Work at officeFlexible hours- ...legal research and due diligence on federal, state, and local tax laws. Support closings and coordinate with underwriters and financial advisors. Prepare closing and post‑closing documents and maintain transaction files. Participate in client meetings and contribute to...Local areaFlexible hours
- ...Description Job Objective At Roberts Wesleyan University, Student Financial Services comprises both Financial Aid and Student Accounts. The Student Financial Services Counselor is responsible for processing of financial aid and student account functions including counseling...Work at office
$48k - $60k
...Financial Services Representative State Farm Agent Team Member Rita Prince - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Financial Services Representative...For contractorsWork at office$235k - $310k
Overview The role focuses on transactional lending, with a preference for leveraged-lending matters. Responsibilities include drafting and negotiating commitment papers, term sheets, credit agreements, and security documents. The firm prefers candidates with experience...Permanent employmentFull timeContract workWork at office$18 - $26.21 per hour
...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Float tellers will frequently travel to different branches within a designated area...Hourly payLocal areaImmediate start- ...experience by proactively identifying needs, providing tailored solutions, and helping consumer and small business customers achieve their financial goals. This includes full ownership of the customer experience from initial interaction through final resolution, ensuring a...Work at officeRemote workWeekend workAfternoon shift
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