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 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$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....SuggestedHourly payTemporary workWork at officeMonday to FridayShift workDay shift- ...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
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...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
...Bryant & Stratton College is a Public Service Loan Forgiveness certified employer. Apply today! 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$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- 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,...
$110k - $135k
...Wealth Advisor II Canandaigua National Bank Location: Pittsford, NY (Hybrid – 4 days/wk. in office) What does a Wealth Advisor II do?... ...Nurtures and maintains client relationships, providing proper financial planning and investment solutions to ensure the client’s financial...Full timePart timeWork experience placementWork at officeLocal area- ...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- ...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$23.17 - $26 per hour
...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration...Flexible hoursWeekend work- ...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
- ...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...
$18 - $23 per hour
...Job Title: Financial Counselor Department: Greece CD Ambulatory Location: Greece Clinic, 1565 Long Pond Road, Rochester, NY 14626 Hours Per Week: 40 Schedule: Full-Time, Day/Evening Shift, Monday-Thursday 8.00 am-6.30 pm and Friday 8.00 am-5.00 pm (8 hours within this...Full timeDay shiftAfternoon 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...
- ...in a fast-paced environment or remote work environment. Essential Duties & Responsibilities: The Sr. 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 homeShift 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...InternshipWork at officeLocal areaWork from homeVisa sponsorshipFlexible hours
$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- The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to...Hourly payWork experience placementImmediate start
- ...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
$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....Permanent employmentWork at officeRemote workMonday to FridayFlexible hoursShift workAfternoon shift- ...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
- 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
$185k - $250k
...Capital Structure And Financing Advisory Associate Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just...Local area$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$45k - $65k
...for generations since 1915. As Rochester's oldest locally owned financial services firm, our success is driven by our people, our values,... ...a Financial Services Associate to support an established advisor practice. This role is ideal for someone who is highly organized...$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- 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...
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