Financial Advisor
$61k - $119kNorthwestern Mutual Life Insurance Company
Financial Advisor Opportunity At Northwestern MutualBecoming 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 AnalysisNorthwestern 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.ResponsibilitiesAs a financial advisor, you will:Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experienceBuild personalized, holistic financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of lifeTraining, licensing & designationsNorthwestern 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 & BenefitsPerformance-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 developmentRenewal income earned for continued client support and policy managementBonus programs and expense allowancesSupport for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and moreCertified Financial Planner® licensing support2Fully company-funded retirement package and pension planCompetitive and comprehensive medical, vision, and dental plansLife Insurance and Disability Income InsuranceParental benefits at every stage of family planning #LI-OnsiteQualificationsYou could be right for this opportunity if you have:Bachelor's degreeEntrepreneurial ambitions to be a business ownerHistory of success in relationship-building or client-facing rolesExcellent time-management skillsDesire for continuous learning and collaborationProficient critical thinking skillsStrong communicatorStrong sense of motivation and driveLegal authorization to work in the US without sponsorshipOur Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.*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.1No level of income is guaranteed. As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 20242Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.Pay RangeUSD $61,000.00 - USD $250,000.00 /Yr.
$61k - $119k
...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...SuggestedWork at office- ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...Suggested
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Financial Aid Counselor Position Title - Financial Aid Counselor Location - Appleton Department - Financial Aid Position Type - Staff Position Description & Qualifications - Reports to: Director of Financial Aid Location: Lawrence University Appleton,...SuggestedWork at office
- ...transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust,...SuggestedFull time
$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- Northwestern Mutual in Appleton, Wisconsin, is seeking College Financial Representatives for an internship program. This position allows students to build their financial planning practice with guidance from experts. Responsibilities include prospecting clients, executing...Full timeInternship
$41.71k - $65k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Part timeLocal areaImmediate startDay shift- ...Senior Vice President, Lead Wealth Advisor About the Company A nationally recognized wealth management, retirement advisory, and business management firm. Industry Financial Services Type Privately Held About the Role The Company is seeking an...Immediate start
$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. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours- ...collaborative and experienced team committed to delivering comprehensive financial planning solutions and building meaningful client relationships... ...outside portfolios and develop recommendations with limited Advisor oversight. Contribute to improving financial planning...Work at office
$6,000 per month
...loan requests. Your contributions will directly impact the soundness and comprehensiveness of our credit decisions, ensuring the financial well-being of the communities we serve. What can we offer you? GreenStone trusts the people we hire. We empower employees...Local areaRemote workFlexible hours- ...matter what industry you're joining us from. Service, accuracy, organization - you'll get to do it all in this role as you expand your financial services expertise. If you crave a work environment that has life-friendly hours, a community-centered vibe, and is a place where...Work at officeMonday to FridayDay shift
- ...credit union serving more than 130,000 members at over 20 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community. Fox Communities Credit Union believes our team members are our most important...Temporary workPart timeFlexible hours
$17 - $22.96 per hour
...interaction. In this front-line role, you’ll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values...Hourly payNight shift- ...Description Join us at Prospera Credit Union and become part of a team that is passionately committed to providing personal, tailored financial guidance to each of our members.At Prospera Credit Union, people aren't just numbers or transactions, and you won't be treated...Temporary workLocal area
- ...communities. This is an opportunity to join our team during an exciting period of transition and become part of one of the region's leading financial institutions. Throughout this transition, our commitment remains the same: putting people first, delivering exceptional...Part timeWork at officeLocal areaRemote workMonday to Friday
$18 - $22 per hour
...Financial Services Representative World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an...Hourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift$18 - $22 per hour
...USA award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers...Hourly payWork at officeLocal areaShift work- At Community First, we believe the security of our technology and infrastructure is mission critical. As our Senior Information Security Analyst, you will be part of the Information Security team and work on‑site at our home office located in Neenah, WI. You’ll be a key...Temporary workLive outWork at officeWork from homeHome office
$112.6k - $169k
About us: At Plexus, our vision is to help create the products that build a better world. Driven by a passion for excellence, we partner with leading Aerospace/Defense, Healthcare/Life Sciences and Industrial companies to design, manufacture and service some of the world...Contract workWork experience placementWork at office$42k - $50k
...Collaboration: Work closely with the sales and finance teams to provide a seamless experience for our guests. Communicate effectively with financial institutions to manage loan approvals and funding. Schedule: Monday-Saturday (5-day work week) ~ MondayThursday: Shifts...Full timeTemporary workWork at officeLocal areaShift workAfternoon shiftEarly shiftWeekday work- ...equivalent combination of education and experience 1+ years of residential mortgage processing or loan origination experience within a financial institution or mortgage banking company Ability to meet S.A.F.E. Act registration requirements and maintain compliance with...
$17 - $25.85 per hour
...equivalent combination of education and experience. 1+ years of residential mortgage processing or loan origination experience within a financial institution or mortgage banking company. Ability to meet S.A.F.E. Act registration requirements and maintain compliance with...Hourly pay- ...research, stop payments, direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes. Concentrates on building financial relationships with members, using a consultative approach. Discusses special promotions, and makes member referrals to Member...Work at officeNight shift
- ...credit union serving more than 130,000 members at over 20 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community. Fox Communities Credit Union believes our team members are our most important...Temporary workPart timeFlexible hours
$27 - $33 per hour
...Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging...Temporary workLocal area- ...POSITION SUMMARY The Senior Financial Analyst is responsible for starting to handle complex tasks, often involving strategic analysis and a broader scope of responsibilities. This role requires 4+ years of experience and involves detailed financial analysis, improving...Permanent employmentFull timeH1b
$63.9k - $95.9k
...requirements and/or skill level. Salary Range: $63,900.00 - $95,900.00 Purpose Statement: Acts as a Finance Business Partner to provide financial leadership for the Global Technology function and drives financial performance improvement. Responsible for a variety of financial...Contract workWork experience placement- Store - APPLETON, WI Build customer relationships while creating a memorable framing solution for their art. Help customers shop our store and be able to find what they’re looking for. Provide a safe, clean and clutter-free environment. Major Activities Adhere...Full timePart timeLocal areaImmediate startNight shiftEarly shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- financial planning assistant Appleton, WI
- estate planning consultant Appleton, WI
- financial advisor development program Appleton, WI
- wealth advisor Appleton, WI
- financial consultant Appleton, WI
- financial counselor Appleton, WI
- associate corporate finance Appleton, WI
- finance associate Appleton, WI
- jde finance consultant Appleton, WI
- financial planning administrator Appleton, WI





