Financial Advisor
$61k - $119kUnavailable
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 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 Analysis Northwestern 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. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow 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 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning Qualifications You could be right for this opportunity if you have: Bachelor’s degree Entrepreneurial ambitions to be a business owner History of success in relationship‑building or client‑facing roles Excellent time‑management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship *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. Pay Range USD $61,000.00 - USD $250,000.00 /Yr. #J-18808-Ljbffr
- ...relationships through networking and community involvement.Participate in the referral program and follow up on leads.Maintain expertise in financial markets and use research tools.Ensure compliance with all regulatory and company policies.Manage client records and branch office...SuggestedWork at office
- ...of Business. Build a Planning-Centered Practice.At Eagle Strategies, we believe exceptional financial advice begins with comprehensive planning.We’re seeking Investment Advisor Representatives (IARs) who want to build meaningful, long-term client relationships while delivering...SuggestedFull timeContract workFor contractors
$61k - $119k
...Education 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...SuggestedFull timeContract workFor contractorsWork at office- ...Job DescriptionJob DescriptionWealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...Suggested
$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...SuggestedFull timeInternshipLocal areaFlexible hours- ...Full Time. Education Level: 4 Year Degree. Travel Percentage: Negligible. Job Shift: Day. Job Category: Banking. The Financial Crimes Partner Advisor is responsible for the oversight and expert guidance of our Banking-as-a-Service (BaaS) partners to ensure compliance...Full timeWork experience placementWork at officeShift work
- ...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...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- A leading fraternal benefit society is hiring a financial representative in Tulsa, Oklahoma. This role involves executing tailored financial plans, providing advice, and building long-term relationships with members. The ideal candidates are motivated, integrity-driven,...
- 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 timePart time
- ...Financial RepresentativeWe believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive...Full time
- ## Job Description:**Financial Representative**We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop...Full time
- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
$97k - $192k
...The Mallett Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region... ...local leaders: Gregory D. Mallett, Regional Director/Investment Advisor Representative Prior Experience: Before Modern Woodmen,...Work at officeLocal areaWork from homeFlexible hours- ...Glenpool) At Mabrey Bank, you'll do more than process transactions you'll build lasting relationships and help customers reach their financial goals. As a Relationship Banker, you'll gain hands-on experience across personal banking, customer service, and teller operations,...Full timeMonday to Friday
- Mallett Region - Modern Woodmen of America is recruiting Insurance Agents in Oklahoma and nearby regions. You will help members secure financial futures through life insurance, investments, and estate planning. Join a member-owned organization with a strong community focus...Remote jobFlexible hours
- Full Time TellerJenks, OK Onsite Position 394 E 141st St Glenpool, OK 74033Full Time: 9:00 a.m. to 6:00 p.m. M-F, 8:30 a.m. to 12:15 p.m. every other SaturdayPosition SummaryIdeal candidate is seeking long term employment with room for advancement, is committed to excellent...Full time
- Full Time Teller Jenks, OK Onsite Position 200 E. Main Street, Jenks 74037 Full Time: 9:00 a.m. to 6:00 p.m. M-F, 8:30 a.m. to 12:15 p.m. every other Saturday Position Summary Ideal candidate is seeking long term employment with room for advancement, is committed...Full time
$46k - $48k
...Support Workers Tulsa, OK, US Salary Range: $46,000.00 To $48,000.00 Annually Job Description Edit Job Description JOB SUMMARY: The Financial Empowerment Center (FEC) program aims to improve the financial stability of Tulsa households by providing high-quality, one-on-one...Full timeWork experience placementLocal areaWeekend workAfternoon shift- Goodwill Industries in Tulsa, OK, is seeking a Financial Counselor to join the Financial Empowerment Center. The role focuses on high-quality, one-on-one financial education and counseling for low-income residents, reporting to the Program Manager within the Mission Department...
- South Campus - Hospital Full time JR33179 Full Time Days Monday-Friday 8:00am-4:30pm Job Summary: The Revenue Cycle Financial Counselor I ensures timely assistance of all patients, creating a positive impression and maintaining good customer principles for each patient,...Full timeWork experience placementWork at officeMonday to Friday
$60k - $300k
...control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company... .... You will be able to attend training sessions led by top advisors and industry leaders. · Stability - You are backed by an almost...Full timeRelocation packageFlexible hours- Oklahoma Surgical Hospital in Tulsa, OK is seeking a full-time Patient Estimate Specialist/Financial Counselor. You will work Monday through Friday, 8am-5pm, contact patients before service to provide cost estimates based on benefits, and assist walk-in patients or family...Full timeMonday to Friday
$65k - $100k
Insurance and Financial Services Position - State Farm Team Member Full Time in Tulsa Replies within 24 hours Bonus based on performance Health insurance Opportunity for advancement Paid time off 401(k) matching Vision insurance About our Agency Founded in 2012, Daniel...Full timeFor contractorsImmediate start$96k - $120k
...success of the Sales FP&A team, providing a high degree of proficiency in analyzing accounting data, identifying and communicating financial risk, and working cross functionally with accounting and finance departments to resolve issues affecting the line of business P&L....Full timeWork experience placementFlexible hoursShift work- ...we would like to meet you. What You'll Do Partner with Wealth Advisors to deliver comprehensive advice and planning solutions to high... ...proactive communication and exceptional service. Prepare and present financial planning analyses, including: Net worth analysis Cash flow and...Permanent employmentTemporary workWork at officeFlexible hours
- ...would like to meet you.**What You'll Do*** Partner with Wealth Advisors to deliver comprehensive advice and planning solutions to high... ...communication and exceptional service.* Prepare and present financial planning analyses, including: + Net worth analysis + Cash flow...Permanent employmentFull timeTemporary workWork at officeFlexible hours
$53.13k - $85k
A leading financial counseling organization is seeking a Personal Financial Counselor in Tulsa, OK to provide comprehensive financial services to military service members and their families. The role requires a Bachelor's degree or equivalent experience, along with certification...$70k
...also life-changing for you - personally, professionally, and financially. FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking... ...our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to...Work experience placementWork at office- Saint Francis Health System in Tulsa, OK is seeking a Revenue Cycle Financial Counselor I to support patients in understanding and paying for services. The role emphasizes customer service, insurance verification, and budgeting assistance within a fast-paced hospital setting...Full timeMonday to FridayDay shift
- A leading financial services firm in Tulsa is seeking a Financial Advisor to develop relationships with high-net worth individuals and provide expert investment advice. This role includes responsibilities such as handling client inquiries, assessing financial goals, and...
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