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- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...SuggestedWork at officeShift workDay shift
$70k - $80k
...A leading financial institution in New York seeks a qualified financial advisor to assist clients in reaching their financial goals. Responsibilities include developing financial plans, recommending investment strategies, and providing expert advice. Candidates must hold...Suggested- ...Job Description If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies...SuggestedWork at officeWork from homeHome officeFlexible hours
- ...The role of Associate Financial Advisor is best suited for the financial services professional who wants to grow a successful practice that aligns with their core beliefs and values. There is an overwhelming need for personalized financial guidance and advice in our community...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...Full time
$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- ...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
...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$110k - $135k
...Wealth Advisor II Canandaigua National Bank Location: Pittsford, NY (Hybrid – 4 days/wk. in office) What Does a Wealth Advisor... ...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- Description: ERP Financial Consultant Department: Enterprise Systems Group Billable Hours Goal: 80% of worked hours Position Type... ...REPORTS: None ESSENTIAL FUNCTIONS: · Be the trusted advisor to clients on system configuration and implementation, using Epicor...Full timeWeekend workAfternoon shift
$19.23 - $28.37 per hour
## Financial Wellness AssociateApplylocations: Rochester, NYtime type: Full timeposted on: Posted Todaytime left to apply: End Date: August... ..., New York 14608**Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank...Hourly payWork experience placementWork at officeFlexible hoursDay shift- ...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...
- ...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...
- ...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
$21 per hour
...complete simple transactions. You'll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step....Hourly payPart timeLocal areaFlexible hoursAfternoon shift$21 per hour
...complete simple transactions. You’ll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step....Hourly payLocal areaFlexible hoursAfternoon shift$1,500 - $5,000 per month
...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 workMonday to FridayFlexible hoursShift workAfternoon shift$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...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 workMonday to FridayFlexible hoursShift workDay shift3 days per week
- ...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 areaWork from homeVisa sponsorshipFlexible hours
$50 - $58 per hour
...refine clear grading rubrics for assessing AI outputs on transaction and modeling exercises Construct, modify, and review advanced financial models (3-statement, valuation, LBO, M&A, sensitivity analyses) Produce transaction analyses and investment materials with a...Contract workRemote work- ...This position is accountable for helping customers recognize and obtain the most appropriate solutions at the right time for their financial needs to build long-term mutually beneficial relationships and support the achievement of business results. In addition, this...Hourly payMonday to FridayFlexible hours
- Job Description Job Description Overview: The 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...Worldwide
$75.6k - $108k
...Reporting Analyst to join a high-impact Finance team at a growing entertainment technology company. This role is critical in supporting financial reporting, enhancing data processing and analytics, and enabling decision-making across the organization. Reporting to the...Local area$20.19 - $30.77 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payTemporary workDay shift$74.9k - $112.3k
...Senior Financial Analyst, Corporate FP&A Constellation Brands is a leading international producer and marketer of beer, wine, and spirits with operations in the U.S., Mexico, New Zealand, and Italy. Our mission is to build brands that people love because we believe...Minimum wageFull timeWork at officeRemote workShift work- ...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 a...Full timeInternshipWork at officeLocal areaWork from homeVisa sponsorshipFlexible hours
- Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...
$20.67 - $31.25 per hour
...Rochester, New York 14626**Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payWork experience placementFlexible hoursDay shift
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