Financial Advisor
$61k - $119kNorthwestern Mutual
Financial Advisor OpportunityBecoming 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 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 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-OnsiteQualifications You 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.
$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready... ...experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on...SuggestedFlexible hours$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- The Northwestern Mutual Wengzn District in New Haven, CT is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You will build long‑term relationships with clients...SuggestedFlexible hours
$125k - $175k
...Business Development Financial Advisor CAPTRUST is seeking a Business Development Financial Advisor who will assist in bringing in new clients through our custodial distribution channels. A competitive salary is offered for this role as well as excellent career growth...SuggestedTemporary workWork at officeLocal areaImmediate startFlexible hours- ...focus is on ensuring that pre-retirees and retirees (50+) have the financial security, guaranteed income, and risk protection they need to retire with confidence. We are looking for a Financial Advisor who is passionate about retirement planning and enjoys guiding clients...SuggestedTemporary workFlexible hours
- ...Build Your Own Future. Centurion Wealth Management is a growing financial planning and wealth management practice dedicated to helping... ...We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a key role in supporting our growing...For contractorsFlexible hours
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...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$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.Being...Hourly payFull timeTemporary workWork at officeFlexible hoursDay shift- ...rewarding path for those looking to build a long-term career in financial services. Why Career Changers Could Thrive Here: You... ...link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual...Work at officeVisa sponsorshipFlexible hours
- Business Development Manager for the Northeast Financial Group at Prudential Advisors Take your career to the next level at Prudential Advisors ! Change your life by helping others change theirs! We have an immediate opening for a highly motivated, analytical individual...Immediate start
- ...Financial Consultant 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...Hourly payWork experience placementWork at officeImmediate startRemote workFlexible hours3 days per week
- ...Job Description Job Description About the Role Centurion Wealth Management is seeking an experienced Financial Advisor with an established book of business to join our firm. This is an opportunity to take your practice to the next level under our independent wealth...
$25 - $38.46 per hour
...Connecticut 06518 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate...Hourly payWork experience placementDay shift- Northwestern Mutual seeks College Financial Representatives for its internship program in New Haven, CT. Interns will build an integrated financial planning practice while receiving guidance and support from experienced professionals. Responsibilities include networking...Full timeInternshipFlexible hours
- ...Bank of America is seeking a client-focused professional to build relationships and meet financial needs in our busy financial center. You will follow guided processes, manage cash and client interactions, and collaborate with experts in small business, lending, and investments...
$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- ...Connecticut 06514 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank... ...on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial...Full timeFlexible hoursDay shift
- ...Vision insurance Transition Your Healthcare Expertise into Financial Services with The Wengzn District of Northwestern Mutual! Leverage... ..., Mike has built a successful career as a wealth management advisor at Northwestern Mutual, with a strong focus on growth,...Work at officeVisa sponsorshipFlexible hours
$25 - $26.77 per hour
...Bank Of America 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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$105k - $174k
...throughout the university to ensure their needs are met, work is designed using consistent principles and, provide consistent answers to financial questions. This position will play a role in data governance, as required, to meet the objectives. This position plays a key...Work at officeLocal area- ...Haven, Connecticut 06516 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial...Work experience placementDay shift
$83.7k - $148k
...Feel Good About Doing Good The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity...Temporary workWork at officeFlexible hours$19 - $28.84 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$69.6k - $115k
...within your assigned sectors Maintain up-to-date research and surveillance on holdings, including watchlist credits Build and refine financial models to assess risk, valuation, and relative value opportunities Collaborate with traders and PMs to identify and vet potential...Full timeTemporary workWork at office$19 - $28.84 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- ...Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters...Work at officeImmediate start
- ...Job Description Role Overview A Sentinel Asset Management Advisor is a client-facing professional responsible for educating prospective clients, leading them through Sentinel’s structured financial planning process, and stewarding long-term client relationships....Base plus commissionFull timeTemporary work
- ...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. Being a...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...Job Description Job Description Financial Representative National Financial Network – NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential...
- ...Financial SpecialistAs a Financial Specialist at the GS-0501-9/11 level, some of your typical work assignments may include:Overseeing the District financial management program.Analyzing the District's financial obligations and expenditures to ensure compliance with USMS...
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