Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

$61k - $119k

Northwestern 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.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Carlsbad, CA vacancy
  • $50k

     ...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business... 
    Suggested
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Carlsbad, CA
    2 days ago
  • $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... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Carlsbad, CA
    4 days ago
  •  ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and...  ...and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full... 
    Suggested
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command

    Oceanside, CA
    4 days ago
  • $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... 
    Suggested
    Work at office

    UNAVAILABLE

    Carlsbad, CA
    5 days ago
  • $100k

     ...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... 
    Suggested
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America Corporation

    Carlsbad, CA
    more than 2 months ago
  •  ...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... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    San Marcos, CA
    2 days ago
  • $70k - $90k

     ...seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing...  ...Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a... 
    16 hours
    Full time
    Work at office
    Monday to Friday
    Flexible hours
    3 days per week

    Aldrich

    Carlsbad, CA
    4 days ago
  • $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 a fit for... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Unavailable

    Carlsbad, CA
    4 days ago
  •  ...management firm in Solana Beach, CA, that provides integrated financial planning and investment management to individuals and families...  ...member to our exceptional team. Job Summary The Senior Financial Advisor serves as the lead advisor for assigned clients, providing comprehensive... 
    Remote work

    Blankinship & Foster LLC

    Solana Beach, CA
    1 day ago
  • Northwestern Mutual is offering an internship program where College Financial Representatives build a practice with mentorship, licensing support, and a pathway to full-time opportunities after graduation. You’ll learn prospecting, strategy, and client planning while working... 
    Full time
    Internship

    UNAVAILABLE

    Carlsbad, CA
    4 days ago
  •  ...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...  ...grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... 
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Oceanside, CA
    2 days ago
  • $37 - $65.5 per hour

     ...National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Carlsbad, CA
    5 days ago
  • $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Carlsbad, CA
    7 hours ago
  • SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship... 
    Full time
    Part time

    SkyKey Financial

    Encinitas, CA
    6 days ago
  • Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members... 
    Local area

    Modern Woodmen of America

    Carlsbad, CA
    3 days ago
  • $27.22 - $33.26 per hour

     ...processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer's unique goals and needs. They are also responsible for originating and closing consumer loans,... 
    Temporary work

    U.S. Bank

    Oceanside, CA
    5 days ago
  • IT Security Analyst Carlsbad, CA Hybrid model Position Summary The IT Security Analyst, reporting to the Director, IT, plays a key role in ensuring that the organization's IT environment operates in alignment with internal security policies, regulatory requirements, and...

    The ProSource Group

    Carlsbad, CA
    3 days ago
  • $140k - $150k

    Senior Information Security Analyst Quantum Sky is searching for a Senior Information Security Analyst with Red Team experience to support a DoW customer at Camp Pendleton. This candidate will provide senior-level cybersecurity assessment and continuous monitoring support...
    Contract work
    For contractors
    Local area

    Tyto Athene, LLC

    Oceanside, CA
    1 day ago
  • $44.3k - $73k

     ...maintaining long lasting relationships with existing and prospective customers. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the customer's lifecycle by utilizing our consultative sales and service... 
    Work at office

    Fifth Third

    Carlsbad, CA
    2 days ago
  •  ...helping clients secure financing that suits their individual needs. You’ll guide clients through the entire loan process, evaluate financial information, and offer tailored loan solutions while ensuring compliance with all regulations. This role combines sales, service,... 
    Full time
    Work at office

    West Capital Lending

    Carlsbad, CA
    4 days ago
  • $22 - $27.5 per hour

     ...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful... 
    Part time
    Work experience placement

    Wells Fargo

    Carlsbad, CA
    1 day ago
  • $20 per hour

     ...we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek... 
    Flexible hours

    Banner Bank

    Carlsbad, CA
    4 days ago
  •  ...including digital tools, self-service options, or the appropriate team member.Build relationships, actively listen to understand everyday financial needs, and connect customers to relevant information, services, digital tools, or bankers.Identify potential product or service... 
    Part time
    Work experience placement

    Wells Fargo

    Carlsbad, CA
    1 day ago
  • $20 - $25 per hour

     ...experience We are seeking a friendly, detail-oriented Teller to provide outstanding service to members while processing a variety of financial transactions. This role is ideal for someone who enjoys helping people, thrives in a fast-paced environment, and takes pride in... 
    Hourly pay
    Local area

    Ultimate Staffing

    Carlsbad, CA
    2 days ago
  •  ...for the position: FDIC; Safe Act; Loan Originators; FINRA. 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,... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    San Marcos, CA
    21 days ago
  •  ...and methods of risk management and asset protection, particularly in the liability claims administration, related to general and financial liability protection and requirements. Knowledge of the methods of research and analysis of risk management. Ability to understand... 
    For contractors
    Work at office
    Weekend work
    Afternoon shift

    North County Transit District

    Oceanside, CA
    1 day ago
  • $25 - $35 per hour

     ...team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank. Drive accountability to role expectations, responsibilities and authorities, providing one on one feedback... 
    Work at office
    Immediate start

    First Citizens

    Carlsbad, CA
    1 day ago
  • $100k - $135k

     ...help get to the real cause of a patient’s symptoms and guide their journey to improved health.About the Role:We are looking for a Financial Analyst or Senior Financial Analyst to join our growing FP&A team. This role will partner closely with leaders across the organization... 
    Full time
    Temporary work
    Work at office
    Remote work
    Flexible hours

    Exagen

    Carlsbad, CA
    5 days ago
  • $21.94 - $32.91 per hour

     ...accounts and loans. Balances daily transactions and verifies cash totals. If you enjoy helping people and have experience working in a financial institution, this job is for you! About Frontwave Credit Union: Frontwave Credit Union is a member-owned not-for-profit... 
    Remote work
    Flexible hours

    Frontwave Credit Union

    Oceanside, CA
    4 days ago
  • We are looking for an experienced Sr. Financial Analyst to support program finance activities for a high-technology engineering environment in Carlsbad, California. This role works closely with program leadership and cross-functional teams to strengthen cost visibility,... 

    Robert Half

    Carlsbad, CA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!