Financial Advisor
$61k - $119kNorthwestern Mutual Life Insurance Company
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 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 plansincluding investments for growth, insurance for protection, and annuities for guaranteed income in retirementthat 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 on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 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 Pay Range USD $61,000.00 - USD $250,000.00 /Yr. #J-18808-Ljbffr
$61k - $250k
...Northwestern Mutual Life Insurance Company is seeking a Financial Advisor in Walnut Creek, California. This role offers a unique opportunity to help clients achieve their financial goals through personalized planning. As a Financial Advisor, you will establish relationships...Suggested$95k
...FINANCIAL ADVISOR Less experienced Financial Advisors (FA) will work in tandem with an assigned Senior Financial Advisor (SFA) to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the assigned territory and the...SuggestedShift work$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- Bank of America is seeking a Financial Solutions Advisor Stage I in Pleasant Hill, California. In this role, you will begin with training to obtain your Securities Industry licenses and then learn to manage client relationships while providing tailored financial advice....Suggested
$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...Suggested$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...- Bank of America is seeking a Financial Solutions Advisor Stage I to provide comprehensive advice to clients and build relationships in their financial centers. This role requires obtaining necessary securities licenses and emphasizes a consultative approach to client interactions...
$80k - $90k
Bank of America is seeking a Financial Advisor within Merrill Wealth Management to support clients in their financial goals. You will identify client needs, build relationships, and deliver investment recommendations while collaborating with advisory teams. The ideal candidate...$63.3k - $117.2k
Responsibilities 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 through the sales of managed...Local area$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) Work as a Financial Solutions Advisor Stage I at Bank of America, gaining Securities Industry licenses and applying a consultative approach to build and manage client relationships in a financial center. Key Responsibilities Obtain...Hourly payImmediate startMonday to FridayDay shift$68.64k
...branch profitably. Key responsibilities include growth of existing advisor practices through business‑plan coaching on key revenue drivers... ...relationships and resources within the office. At Ameriprise Financial, we take pride in providing our clients with a personalized...Full timePart timeWork experience placementWork at officeLocal area$80k - $90k
...life they envision through a personal relationship with an advisory team committed to their needs. Role Specifics Advisor Development Program - Financial Advisor. This role is designed for individuals who want to transition into a career as a Financial Advisor. Responsibilities...Interim roleImmediate startShift workDay shift$90k - $110k
...Retirement Plan Financial Advisor (Hybrid) Location: Walnut Creek Compensation: $90k - $110K In this role you would be responsible for working with retirement plan clients and their participants in order to personalize their financial planning and manage...Work at office- Walnut Creek - Northwestern Mutual is seeking a licensed financial professional committed to helping families achieve their financial goals through personalized insurance and financial planning. You will engage with clients, develop tailored financial plans, and provide...Remote jobFlexible hours
$34.32k - $90k
...Barney, LLC in Walnut Creek is seeking Registered Client Service Associates to provide exceptional service to clients and support Financial Advisors. Responsibilities include executing transactions, providing client support, and assisting in marketing strategies. The ideal...- Bank of America in Martinez is seeking a Financial Solutions Advisor (FSA I) to build and manage client relationships while guiding customers through banking solutions. The role involves obtaining necessary industry licenses and providing comprehensive advice to clients...
- ...helping high-net-worth individuals and their families achieve financial clarity and long-term success. As fiduciaries, we act in our clients... ...Culture - Joint work is at the core of our success. New advisors partner with experienced mentors to learn, grow, and close business...Work at office
- Description The Financial Planner position primarily focuses on maintaining and adding value to existing client relationships, as well... ...Responsibilities Analyzing clients’ financial data gathering to provide Advisors with financial planning recommendations Attending client...
$80k - $90k
...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...Full timeInterim roleWork at officeLocal areaImmediate startShift workDay shift$80k - $90k
...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...Full timeInterim roleWork at officeLocal areaImmediate startShift workDay shift$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$95k
...City National Bank is seeking a Financial Advisor in Walnut Creek, California. The role involves working with a Senior Financial Advisor to support clients in wealth management. Candidates should have at least 2 years of investment experience and strong client management...$170.26k - $200.3k
...U.S. Bank Financial Advisor 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...Temporary workWork experience placement- A financial planning firm in Walnut Creek is seeking an Advisor to assist Senior and Lead Advisors with financial planning and investment management. The ideal candidate should hold a CFP® designation and have over 4 years of experience as a client-facing financial advisor...
$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- ...U.S. Bancorp is seeking a Financial Advisor to manage and grow high net worth client relationships in Walnut Creek, California. This role involves building a specialized team to cater to clients' diverse financial needs. Candidates must have at least 10 years of wealth...
- ...providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC),... ..., and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. To learn more about our client...Local area
- ...providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC),... ..., and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. To learn more about our client...Local area
- ...Wealth Advisor (San Francisco/Menlo Park/Walnut Creek) Menlo Park; San Francisco; Walnut Creek Why Work at Mercer Advisors?... ...Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management,...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
- ...Wealth Advisor LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at the Retirement and Investment Center located at Nuvision Federal Credit Union invites...Work at officeLocal area
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