Financial Advisor- Sales & Financial Planning
Northwestern Mutual
Are you competitive, driven, and energized by building relationships and growing a business? Northwestern Mutual is looking for motivated individuals to join our team as Financial Advisors . This is a sales-focused, entrepreneurial opportunity where you’ll build your own client base, develop meaningful relationships, and help individuals and families plan for their financial futures. As a Financial Advisor, you’ll receive training and development designed to help you build the skills needed to succeed in financial services sales, client relationship management, and financial planning. What You’ll Do Build and grow your own client base through prospecting, networking, referrals, and relationship building Meet with individuals and families to understand their financial goals and needs Develop customized financial strategies and recommend solutions Develop and maintain long-term client relationships Build a professional network and generate new business opportunities Participate in Northwestern Mutual’s industry-leading training and development programs Take ownership of your business and work toward your personal and professional goals What We’re Looking For Strong communication and relationship-building skills Competitive, motivated, and goal-oriented mindset Comfort with prospecting and developing new business Ability to build trust and establish relationships Entrepreneurial mindset and desire to take ownership of your career Previous sales, recruiting, business development, customer-facing, or relationship management experience is a plus—but not required Why Northwestern Mutual? This opportunity combines sales, entrepreneurship, relationship management, and financial planning . You’ll have access to training, mentorship, and resources designed to help you build a successful career in financial services. If you’re looking for a traditional 9-to-5 role with a set book of clients and limited sales responsibility, this may not be the right opportunity. But if you’re motivated by building relationships, developing business, and having your success directly connected to your effort , we’d love to hear from you. The position title is Financial Advisor, and the role has a significant sales and business-development component. #J-18808-Ljbffr Northwestern Mutual
- Northwestern Mutual is seeking motivated individuals to join as Financial Advisors. This sales‑focused, entrepreneurial opportunity lets you build your... ...relationships, and help individuals and families plan their financial futures. You’ll receive training and development...Suggested
- ...Most wealth advisors spend their days cold calling, begging for referrals... ...prospects. No outdated sales scripts. No endless... ...Retirement freedom Tax-efficient planning Estate and legacy planning... ..., challenge conventional financial advice, and build meaningful...SuggestedFull timeRemote work
$240k
...Description Job Title: Sr. Wealth Advisor Compensation: $240,000 per year... ...Department: Private Wealth Sales Reports To: Vice President Private... ...advisors will create comprehensive wealth plans that include a coordinated financial strategy that aligns with each...SuggestedFull timeWork experience placementLocal area$10k
...approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment...SuggestedWork experience placementWork at officeWork from home$10k
...approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance...SuggestedWork experience placementWork at officeWork from home- ...Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services * Follow...Work at office
$120k - $140k
...dedicated to helping business owners plan for and execute the successful sale of their company. With a team of... ...rapidly growing Registered Investment Advisor located in the Dallas suburb of... ...Position OverviewThe Wealth Advisor / Financial Planner is a client-facing role for...Full time- Financial Consultant Dallas, TX| Remote & Hybrid Flexibility | Training Provided Build a Career... .... Whether you are transitioning from sales, hospitality, real estate, banking,... ...Educate clients on financial protection and planning strategies Develop customized financial...Full timePart timeFor contractorsRemote workFlexible hours
- ...Financial Sales Consultant Promotes Vanguard's products and services to clients by partnering with sales professionals. Applies advanced... ...not provide personalized financial advice or create financial plans. Instead, they serve as trusted points of contact who conduct...Work at office
- ...asset management platform specializing in whole loan acquisition, sales, securitizations, and financing opportunities. The Loan... ...industrial, office, self-storage, senior living, etc.Monitoring business plan performance and making tactical and strategic recommendations,...Work at office
- Melius Consulting is seeking a Financial Consultant for a remote, part-time engagement. Use your expertise to guide clients toward financial independence, offering tailored solutions and educating them to make informed decisions. Commit to 5-10 hours per week, work remotely...Remote jobPart time10 hours per weekFlexible hours
- ...focused on selling auto, home, and life insurance and building customer relationships. You will educate clients, develop leads, and meet sales goals while pursuing required licenses. The role offers a path for growth within the agency, with a supportive, community-oriented...Full time
- ...Personal Banker for the Richardson, TX area to grow the branch customer base through proactive sales and exceptional service. You will drive conversations, identify financial solutions, and partner with ecosystem contacts to increase wallet share while maintaining strong...
$23 per hour
A leading financial services provider is seeking a Personal Banker in Dallas, TX. The role involves providing exceptional customer service, evaluating customer needs, and selling bank products. The position offers up to $23/hr in a non-remote setting with a flexible schedule...Remote workFlexible hours- ...seeking a Relationship Manager I - C&IB in Frisco, TX to grow sales, manage client relationships, and deliver bank solutions within... ...3+ years of relevant experience and a Bachelor's degree; PNC will not sponsor visas. #J-18808-Ljbffr PNC Financial Services Group, Inc.Work at officeVisa sponsorship
- East West Bank is seeking a Relationship Banker in Richardson, TX, to drive sales and deliver high-touch banking experiences. You will identify customer financial needs and offer tailored solutions while utilizing the bank’s digital tools to assist customers in-branch...
- ...Banker I. Candidates join a 4-8 week onboarding with operations and Sales & Service rotations, earning a certification upon program... ...Retail Personal Banker job family with responsibilities including financial reviews, partnerships with #J-18808-Ljbffr Fifth Third Bank
- ...existing and prospective customers, guiding them through financial needs with a consultative sales and service approach. You will analyze credit data and... ...positive customer experience, participate in incentive plans, and uphold the Bank's Code of Conduct. #J-18808-...
- ...guidelines. Training and recruiter/hiring manager discussions help align expectations for this location. Candidates typically have 3+ years in banking with a focus on customer service, risk awareness, and cross-selling #J-18808-Ljbffr PNC Financial Services Group, Inc.Work at office
$20k
State Farm Insurance and Financial Services Sales Associate role at the Lisa Richardson State Farm Agency is part-time and hybrid in the US. It emphasizes building relationships, advising on insurance and financial products, and helping customers with banking needs. Compensation...Part timeWork from home$20.67 - $31.25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses... ...guidance and solutions to assist in client's financial wellness both in person and through... .... The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual...Hourly payWork experience placementDay shift- ...Personal Banker I to join a 4-8 week onboarding program with rotations in operations and Sales & Service. The role focuses on consultative selling to identify customers' financial needs, cross-selling, and building long-term relationships within the Financial Center or...
- ...and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of... ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process...Work experience placementWork at office
- PNC Financial Services Group, Inc. is seeking a Personal Banker based in Mesquite, TX. You will acquire and deepen customer relationships, drive proactive sales, and educate clients on financial options while leveraging ecosystem partnerships. The role emphasizes customer...Work at office
- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Syracuse market area who is interested in... ...you to create customized financial plans using industry-leading financial and... ...without proprietary products sales requirements Compensation that...Full timeWorldwide
$75k - $150k
...Company THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and... ...your territory Build and deliver comprehensive financial plans, leading client meetings from start to finish Collaborate...Full timeLocal areaRemote workRelocation- ...and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of... ...AND RESPONSIBILITIES: Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify...Full timeWork experience placementWork at office
- ...and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of... ...DUTIES AND RESPONSIBILITIES: Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and...Work experience placementWork at office
- ...and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of... ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process...Full timeWork experience placementWork at office
- ...with powerful tools and insights for our sales organizations to help them build success... ...What We Need: We are looking for a Financial Analyst on the Markets Group team at iHeartMedia... ...policies in support of the Financial Planning and Analysis function. • Provide...Full timeFlexible hours
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