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 5 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Winston Salem, NC vacancy
  • $61k - $119k

     ...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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Winston Salem, NC
    3 days ago
  • $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

    Winston Salem, NC
    1 day ago
  •  ...Financial AdvisorAt Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful...  ...to serve as a general overview.Summary Of Position:A Financial Advisor should demonstrate commitment to delivering distinctive service... 
    Suggested
    Work at office

    Pinnacle Bank

    Winston Salem, NC
    8 hours ago
  • 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. As a Financial Advisor... 
    Suggested
    Work at office
    Flexible hours

    Bankers Life

    Winston Salem, NC
    4 days ago
  •  ...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
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Winston Salem, NC
    1 day ago
  •  ...Sales and Business Development ~ Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals... 
    Temporary work
    Part time
    Work at office

    First Horizon Bank

    Winston Salem, NC
    4 days ago
  • Relationship BankerJoin our team. Make a difference - for us and for your future.Position Title: Relationship BankerBusiness Unit: RetailReports to: Varies Based on AssignmentPosition Overview: This position is expected to develop proficiency of basic consumer banking ...
    Work at office
    Night shift

    First National Bank

    Winston Salem, NC
    8 hours 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. Qualifications Are you a fit for this internship... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Winston Salem, NC
    2 days ago
  •  ...Our team members play a crucial role in delivering exceptional financial services through our branches and online offerings across the Carolinas...  ...dynamics of members and prospects to lead as a trusted advisor in identifying and planning other applicable products and services... 
    Local area

    TowneBank

    Winston Salem, NC
    1 day ago
  •  ...options, and support teller/service operations to provide seamless experiences. The role emphasizes proactive outreach, coaching peers on sales best practices, and delivering tailored financial advice aligned with client goals while ensuring regulatory #J-18808-Ljbffr... 

    First Horizon Bank

    Winston Salem, NC
    4 days ago
  •  ...while strengthening the communities we serve from when we were founded in 1883. Owning our own financial services brokerage firm, MWA Financial Service Inc., allows our advisors to build their book of business with true independence, flexibility, and control. It gives... 
    Local area

    Modern Woodmen of America

    Winston Salem, NC
    3 days ago
  •  ...Bank Of America Job Opportunity 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... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Winston Salem, NC
    2 days ago
  • The position of Personal Banker I is responsible for ensuring the customer’s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer’s immediate and future financial needs... 
    Work at office
    Immediate start

    First Bancorp

    Winston Salem, NC
    5 days ago
  •  ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Winston Salem, NC
    2 days ago
  •  ...and compliance support provided by Corporate!Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. Maintains a database of past clients for marketing purposes. History of closing at least 3-5 units per month.An active... 
    Remote work

    Caliver Beach Mortgage

    Winston Salem, NC
    8 hours ago
  •  ...or secretarial duties in a business environment. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate knowledge of Bank operations, products... 
    Work at office
    Night shift

    FirstBank

    Winston Salem, NC
    8 hours ago
  •  ...scam whereby imposters are posing as Recruiters from UHS, and our subsidiary hospitals and facilities. Beware of anyone requesting financial or personal information. At UHS and all our subsidiaries, our Human Resources departments and recruiters are here to help... 
    Local area

    Universal Health Services

    Winston Salem, NC
    3 days ago
  •  ...real. As a member of our team, you'll be empowered to live out our brand every day, building meaningful connections that support the financial wellbeing of those who count on us most. In order to achieve this state of success, this position will counsel our commercial... 
    Live out
    Local area

    Soqquadro Italiano

    Winston Salem, NC
    3 days ago
  •  ...development program.Supportive Culture: Innovation, creativity, and teamwork are at the heart of everything we do.Resource for the financial reporting, financial analysis, and forecasting activities for CBX Solutions. This position will report to the Manager of Financial... 
    For contractors
    Work at office
    Local area

    The Cook & Boardman Group, LLC

    Winston Salem, NC
    8 hours ago
  •  ...real. As a member of our team, you'll be empowered to live out our brand every day, building meaningful connections that support the financial wellbeing of those who count on us most. There’s a common thread that runs through all of us. It’s our commitment to doing right... 
    Temporary work
    Live out

    Allegacy Financial

    Winston Salem, NC
    1 day ago
  •  ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior...  ...-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions... 

    Beacon Pointe Advisors LLC

    Winston Salem, NC
    8 days ago
  •  ...brand every day, building meaningful connections that support the financial wellbeing of those who count on us most. This position has...  ...on a daily basis. Nature and Scope Work as a Trusted Advisor offering expert advice Offering depth and breadth of knowledge... 
    Live out
    Work at office

    Allegacy Federal Credit Union

    Winston Salem, NC
    3 days ago
  • Advanced Personnel Resources is currently seeking an experienced Loan Servicing Specialist for a financial services organization in Greensboro. This position is ideal for someone with strong customer service skills, collections experience, and the ability to manage high... 

    Advanced Personnel Resources, Inc.

    Winston Salem, NC
    4 days ago
  • $23 per hour

     ...High School graduate or equivalent. Bilingual in English/Spanish highly preferred but not required. Minimum one year experience in financial institution or other customer service industry preferred. Prior cash handling and customer service responsibilities preferred.... 
    Local area
    Flexible hours
    Afternoon shift

    Self-Help

    Winston Salem, NC
    4 days ago
  •  ...Job Description Job Description Position Summary The Financial Analyst is a resource for financial reporting, financial analysis, and forecasting activities, reporting to the Manager of Financial Planning & Analysis and working closely with the accounting and finance... 

    Banyan Search

    Winston Salem, NC
    9 days ago
  •  ...through others on team Drive self-development and continuous learning through coaching and feedback Apply knowledge of key customer financial indicators to evaluate alternative courses of action Additional Job Description The Finance Customer Management Coordinator... 

    Computech Corporation

    Winston Salem, NC
    1 day ago
  • $41k

     ...for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we... 
    Monday to Friday

    Regional Finance Corp. of North Carolina

    Winston Salem, NC
    4 days ago
  • Job Overview Pepsi Bottling Ventures is seeking a Parts Coordinator to support plant maintenance in the ordering and receiving of all parts for production and building maintenance. The role focuses on sourcing cost‑effective replacement parts, establishing vendor relationships...

    Pepsi Bottling Ventures

    Winston Salem, NC
    20 hours ago
  • Unbottle Your Potential at Pepsi Bottling Ventures! At Pepsi, we spread home-grown joy, in our special Pepsi Bottling Ventures way! Pepsi Bottling Ventures is the nation's largest private bottler and distributor of Pepsi beverages. Pepsi Bottling Ventures is based in...

    PBV USA Inc

    Winston Salem, NC
    3 days ago
  • Job Summary Join a winning team at North Point Chrysler Jeep Dodge Ram as an Experienced Parts Advisor in Winston-Salem, NC. We are seeking a motivated and skilled professional with strong customer service capabilities who can excel in a fast-paced environment. In this... 

    North Point Chrysler Jeep Dodge Ram

    Winston Salem, NC
    5 days ago

Do you want to receive more vacancies?

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