Financial Advisor
$61k - $119kNorthwestern Mutual
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 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 supportFully 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 contractors 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.
$45k - $100k
...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...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...SuggestedWork at office$70k - $250k
Financial Advisor - Career Changers Encouraged to Apply! Financial Advisor - Career Changers Encouraged to Apply! Get AI-powered advice on this job and more exclusive features. Sign in to access AI-powered advices Continue with Google Continue with Google Continue with...SuggestedFull timeContract workFor contractorsWork at office$61k - $119k
Northwestern Mutual is seeking a Financial Advisor in Elm Grove, Wisconsin, to guide clients in achieving their financial goals. The role involves building a client base, developing personalized financial plans, and managing these plans over time. The position offers a...Suggested$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...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,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$86.36k - $101.6k
...Bank At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- A leading financial services firm in New Berlin is seeking financial advisors to build and grow their own practices. As an advisor, you'll receive comprehensive training, ongoing support, and a compensation package that includes a salary for the first five years. You'll...
- Northwestern Mutual is offering a College Financial Representative internship in Elm Grove, Wisconsin. Interns receive guidance in building an integrated financial planning practice while gaining exposure to exclusive financial products and local experts. Responsibilities...Full timeInternshipLocal area
- ...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...Full time
$65k - $85k
...Financial Advisor Who We Are Retirable is a mission-driven fintech headquartered in New York with a growing advisor hub in Milwaukee that helps everyday Americans retire with financial confidence. Through professional retirement advice, wealth management, and banking,...Work at officeMonday to FridayWeekday work- ...Investment Program Financial AdvisorYour career path should lead to real opportunityLPL Financial partners with banks to offer a complete... ...the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors...Local area
- ...Job Description e 2 Retirement Consulting is seeking an ambitious, professional, self-motivated and entrepreneurial spirit Financial Advisor to join the team! Founded in 2010, e2 Retirement Consulting, LLC is an independent advising firm headquartered in Menomonee...Full timeWork at officeMonday to Friday
- ...Financial Advisor Associated Bank is seeking a Financial Advisor to help clients achieve their financial goals through personalized investment, insurance, and financial planning solutions. In this role, you'll build and deepen client relationships, grow an established...
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
- ...Financial Professional Opportunity Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Milwaukee area to work plan sponsor...
- ...Job Description Job Description Financial Advisor - Client Relationship Focus At Drake & Associates , we are committed to delivering exceptional client experiences. We seek individuals who consistently exceed expectations and demonstrate a passion for building...Local area
$20.54 - $27.78 per hour
...Financial Aid Advisor Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu Myself My Company View Opportunities to apply using the internal application process. Overview: A 40-hour schedule will be determined based on business...Hourly payWork at officeMonday to FridayAfternoon shift- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell The look and feel of an independent advisor- with the benefits of being an employee Three retirement programs...
$250k
...recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Associated Bank is seeking a Financial Advisor to help clients achieve their financial goals through personalized investment, insurance, and financial planning solutions. In...$150k
Overview Join to apply for the Financial Advisor role at Drake & Associates, LLC in Waukesha, WI. Compensation Base pay range: $150,000.00/yr - $500,000.00/yr This pay range is provided by Drake & Associates, LLC . Your actual pay will be based on your skills and experience...Full time- Summit Credit Union in Baraboo, WI seeks a Financial Advisor affiliated with LPL Financial to join the Investment Program. You will manage an existing book of business and build a strong client base through the bank’s referral network, providing investment guidance with...
- Direct message the job poster from Northwestern Mutual Financial Advisor at Northwestern Mutual Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Through personalized insurance and investment...Full time
$61k - $250k
Northwestern Mutual is seeking a Financial Advisor in Waukesha, Wisconsin, who will help clients achieve their financial goals through tailored financial planning. Responsibilities include growing a client base, managing personalized financial plans, and developing relationships...- JMG Financial Group, Ltd. is one of the largest independently owned fee‑based wealth management firms in the Midwest. JMG provides wealth... ...recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025. Position Financial Advisor (Full‑time)....Full timeTemporary workWork at office
$61k - $250k
Northwestern Mutual in Pewaukee, WI seeks a Financial Advisor to build a thriving practice through comprehensive training and uncapped earning potential. Responsibilities include growing a client base, creating holistic financial plans, and managing client relationships...- A leading financial services firm is seeking a Financial Advisor in Waukesha, WI. You will provide expert financial advice, build meaningful relationships, and empower clients through purpose-driven service. This role offers flexibility, unlimited earning potential, and...
$61k - $119k
Northwestern Mutual is looking for a financial advisor in Pewaukee, Wisconsin. As a financial advisor, you will grow your client base and build personalized financial plans. The role offers performance-based earnings with average annual earnings ranging from $61,000 to...- Drake & Associates in Mequon, WI is seeking a Financial Advisor to join our team with guaranteed appointments and no prospecting. You will meet with prospective clients from seminars, workshops, and referrals, presenting our Retirement Ready Roadmap and building lasting...
$200k
Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning...Local area- JMG Financial Group, Ltd. is seeking a Financial Advisor for a full-time role in Pewaukee, Wisconsin. The advisor will service clients in the Milwaukee/Madison area, providing wealth management and financial planning services. Candidates must have a minimum of 5 years...Full time
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