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 UNAVAILABLE
- ...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
$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,...Suggested
$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 includes...SuggestedHourly payFull timeWeekend workAfternoon shift- ...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...Suggested
$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...Full timeLocal areaDay shiftAfternoon 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
- ERP Financial Consultant Department: Enterprise Systems Group Billable Hours Goal: 80% of worked hours Position Type: Full Time Travel... ...Direct Reports None Essential Functions Be the trusted advisor to clients on system configuration and implementation, using Epicor...Full timeWeekend workAfternoon shift
$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...For contractorsWork at office- 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 areaWork from homeVisa sponsorshipFlexible 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...- 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 14624 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 placementDay shift$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- ...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
$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$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....Hourly payTemporary workWork at officeMonday to FridayShift workDay shift$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- ...Fairygodboss is hiring an Associate Relationship Banker in Rochester, NY to deliver exceptional client experiences. This role involves using financial knowledge and service skills to assist clients, ensuring their needs are met and building lasting relationships. The ideal...
$21 - $25 per hour
...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...Hourly payFull timeWork at officeRemote workWeekend workAfternoon shift$20.55 - $34.25 per hour
...customer profiles to assess potential ways to add value to clients’ banking relationship and transition to needs‑based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively with...Hourly payLocal area$25 per hour
...roles on Workwise (including this one) Chase is a leading financial services firm, helping nearly half of America's households and... ...products work together - Partner with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect...Afternoon shift- ...economic, and global trends have created enormous opportunities for Financial Services Representatives. Financial growth. Personal... ...to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University...Full timeWork experience placementLocal area
$70k - $140k
Overview An IT Security Analyst is a vital part of an organization’s mission to protect its information assets. Salary range (depending on experience): $70k-$140k The role is to monitor, analyze, test, and maintain security technologies and processes in support of the ...Work experience placement- ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on... ...banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the...Temporary workWork experience placementLocal area
$76.4k - $138.6k
...designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being. Equal Employment Opportunity EY provides equal employment opportunities to applicants and employees...Summer holidayFlexible hours$150k - $200k
seeking a finance attorney with 6+ years of significant experience for the firm’s Rochester or Buffalo office This Jobot Job is hosted by: Monica Feltz Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $150,000 - $2...Work at officeLocal areaRemote work$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. Primary Responsibilities: Adhere to the established customer service standards...Hourly payImmediate start$18 - $18.5 per hour
...a timely efficient manner. Exhibit knowledge in Branch Operational Procedures and promote relationships by referring and selling financial products and services that best suit our members’ needs. Essential Functions Represent the Credit Union with a positive, courteous...Hourly payPart timeWork at officeFlexible hours
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