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
$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...SuggestedFull timeContract workFor contractorsWork at office$45k - $100k
...Financial Advisor OpportunityJoin 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...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$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 financial...SuggestedFor contractorsWork at office- ...Rochester, NY is seeking a Personal Banker who will be a trusted advisor and problem solver for clients. You will engage clients,... ...opening consumer and small business accounts and helping plan financial wellness. As part of the branch team, you will aim to meet sales...Suggested
- ...Serving more than 4.5 million people, we provide comprehensive financial services, including life, disability income, long-term care... ...people-first approach, we support a growing network of financial advisors and corporate professionals. Headquartered in Milwaukee and...SuggestedFull time
$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...Hourly payWeekend workAfternoon shift$60k - $100k
...A leading financial services organization is seeking aspiring Financial Advisors for its comprehensive training program. Through hands-on experience and required licensing, you’ll master sales strategies and deliver outstanding client service. Candidates should have a...- ...A leading financial services firm in Rochester is seeking dedicated Financial Advisors to help clients achieve financial security through personalized planning. The role involves building a clientele, presenting financial solutions, and working with a supportive mentorship...
$90k - $100k
...Financial Advisor at CAPTRUST 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...Temporary workLocal areaFlexible 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,...
$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...Full timeWork at officeFlexible hours- 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...
- ...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...Full timeInternshipFlexible hours
$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 timeContract workFor contractorsInternshipLocal areaFlexible hours$110k - $135k
...Wealth Advisor II Canandaigua National Bank Location: Pittsford, NY (Hybrid – 4 days/wk. in office) What does a Wealth Advisor... ...providing assigned reports. Provides investment management and financial services to customers of the Bank as follows: Nurtures and...Full timePart timeWork experience placementWork at officeLocal area- ...Job Description Job Description Financial Professional / Financial Advisor As a Financial Professional with MassMutual New York State you will guide individuals, families and businesses into the financial future they desire by utilizing our expansive insurance...
$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$80.45k - $101.42k
...employees for their contributions to our success. Purpose: A Financial Consultant II is accountable for developing and delivering... ...offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC ). Insurance products...Hourly payFull timeMonday to FridayFlexible hours$18 - $23 per hour
...Financial CounselorLocation: 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 pmPosition Summary: Works with patients to assure that they meet...Full timeLocal areaMonday to FridayDay shift$95k - $130k
...Job Type Full-time Description ERP Financial Consultant Department: Enterprise Systems Group Billable Hours... ...DIRECT REPORTS: None ESSENTIAL FUNCTIONS: • Be the trusted advisor to clients on system configuration and implementation, using...Full timeRemote workWeekend workAfternoon shift$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 - $23.08 per hour
...Fairport, New York 14450Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial...Hourly payDay shift- 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...
$18 - $23.08 per hour
...Fairport, New York 14450 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial...Hourly payWork experience placementShift workDay shift- ...paced 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
- ...Penfield branch in Penfield, NY is seeking a Branch Teller to accurately process customer transactions and refer customers to suitable financial solutions, helping build mutual relationships and support business results. This role requires delivering friendly, professional...
- Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
- ...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
$95k - $118k
...Canandaigua National Bank & Trust Location: Pittsford, NY What does a Credit Analyst do? A Credit Analyst is responsible for analyzing financial and credit information for potential and existing customers to assess customer creditworthiness; achieving goals as established in...Full timePart timeWork at office$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
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