Financial Advisor
$61k - $119kNorthwestern Mutual
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 build a financial planning practice that focuses on asset and income protection, education funding, investment and advisory services, trust services, retirement solutions, and 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—so you can 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. Responsibilities 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 each client’s unique needs. Manage clients’ financial plans to help them achieve their goals. Grow relationships with clients to support them through every life stage. 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. The award‑winning curriculum supports your first three years in the business, including industry expert sessions, client acquisition strategies, and access to a national network of tenured financial advisors. 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 or reimbursement for course tuition fees and books. Compensation & Benefits Performance‑based earnings: average advisor annual earnings of $61k–$119k (first three years); top 25% earn $137k–$250k. 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, SIE, Series 6, 7, 63, and more. Certified Financial Planner licensing support. Fully company‑funded retirement package and pension plan. Competitive comprehensive medical, vision, and dental plans. Life insurance and disability income insurance. Parental benefits at every stage of family planning. Qualifications Bachelor’s degree. Entrepreneurial ambition 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 United States without sponsorship. Northwestern Mutual Financial Representatives are valued partners and proud business owners. They are considered independent contractors for income‑tax purposes and statutory employees for Federal Insurance Contributions Act (FICA) tax purposes. Posted Salary Range: USD $61,000.00 – $250,000.00 per year. #J-18808-Ljbffr Northwestern Mutual
- A leading financial services firm in California is seeking a Lead Advisor focused on client retention and financial planning. The successful candidate will spend significant time managing ongoing client relationships and addressing complex financial issues. A Bachelor's...Suggested
$41.44 per hour
...of responsible experience involving student academic records or financial aid. Equivalent to an Associate’s degree from an accredited... ...software modules and related databases; serve as key technical advisor and coordinate solutions and recommendations with information systems...SuggestedHourly payTemporary workPart timeWork at officeMonday to Friday$41.44 per hour
...California is seeking temporary staff for various assignments. This role involves advising and assisting students with admissions and financial aid, processing applications, and maintaining student records. Candidates should have at least two years of related experience and...SuggestedHourly payTemporary work- A financial services firm in Campbell, CA is looking for a Talent Acquisition Specialist to manage the recruiting efforts for its San Jose office. The ideal candidate will have a bachelor's degree and 2-5 years of experience in sales, business development, marketing, or...SuggestedWork at office
$65k - $85k
A financial services provider in Saratoga, CA is seeking a State Farm Team Member to develop client relationships and offer insurance solutions. This full-time role requires 3+ years of experience in insurance or financial services. The ideal candidate will possess strong...SuggestedFull time- Alexandra-Anderson---State-Farm-Agent in Campbell, California, is seeking an outgoing Agent Team Member to provide exceptional customer service and market State Farm insurance products. Candidates should have strong communication skills and preferably some sales experience...Monday to FridayFlexible hours
- A financial services leader is seeking a Financial Advisor in San Jose, CA. The role involves identifying potential clients, creating strategies for insurance and investments, and providing ongoing client support. Candidates should have a Bachelor's Degree, strong communication...
$69k - $127.8k
Application Deadline: 03/30/2026 Address: 50 W. San Fernando St. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of...Part timeLocal area- Bank of America seeks a Financial Solutions Advisor Stage I in San Jose, California. The role involves obtaining essential financial licenses and managing client relationships effectively. Successful candidates will advance through various training phases and have opportunities...
$117.36k
...journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the... ...gain expertise in different areas, such as becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to...Full timeContract work$70k - $80k
...history 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 workWork at officeMonday to FridayShift workDay shift$28.85 - $33.65 per hour
A prominent financial institution is seeking a Financial Solutions Advisor Stage I in Mountain View, CA. This role involves obtaining your Securities Industry licenses while learning to build and manage client relationships, provide financial advice, and grow your business...Hourly payFull time- ...About the Company Northwestern Mutual – San Jose is seeking a Financial Planning Associate. This role integrates comprehensive sales... ...financial planning, and investment operations to fully support advisors in achieving production, planning, and client service goals. The...Home office
$78.8k - $111.28k
...Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform... ...out and meet with clients in person, as needed. The Wealth Advisor is an essential member of a dedicated client practice team servicing...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaImmediate startRemote workWork from homeWork visaFlexible hours$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 timeInternshipLocal areaFlexible hours$24.99 - $31.24 per hour
...Member Care Specialist. This position requires providing personalized services to members and advising them on products to meet their financial goals. Essential duties include striving for service level agreements and assisting through various channels. Candidates must have...Hourly pay- ...Chief Financial Officer (CFO) Advisor About the Company Pioneering robotics & software startup Industry Consumer Services Type Privately Held About the Role The Company is in search of a CFO Advisor to provide high-level strategic financial...Part timeRemote workFlexible hours
$110k - $300k
...come in. At MassMutual Northern California, we give ambitious advisors the structure and resources to build thriving, sustainable practices... ...What Makes Someone a Great Fit 1-3 years of experience as a financial advisor or insurance producer. Current Life & Health license...Full time- Northwestern Mutual is offering an internship for College Financial Representatives in Campbell, California. Students will learn to develop their financial planning practice while gaining valuable experience and earning performance-based compensation. Responsibilities include...Full timeInternshipFlexible hours
$41.44 per hour
Join West Valley - Mission Community College District as a temporary Enrollment & Financial Aid Advisor located in Santa Clara, CA. This position primarily focuses on advising and assisting students regarding admissions and financial aid processes. Qualified candidates...Hourly payTemporary work$28.85 - $33.65 per hour
Job Overview As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain...Hourly payImmediate startMonday to FridayShift workDay shift- ...strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data,...Full timeWork at officeImmediate startMonday to Friday
$118.5k
New York Life is seeking an entry-level financial advisor in San Jose, California. This full-time position offers hybrid working hours, requiring presence in the office on certain days. The role focuses on developing relationships with clients and providing them with well...Full timeWork at office- WizeHire, Inc is seeking an Entry-Level Financial Advisor based in San Jose, CA. This full-time position offers hybrid hours, requiring in-office attendance on Mondays and Fridays. Ideal candidates will possess strong listening and communication skills and have a passion...Full timeWork at officeImmediate startMonday to Friday
$28.85 - $33.65 per hour
...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... ...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- Bank of America is seeking a Financial Solutions Advisor to join their Advisor Development Program in San Jose, California. This role emphasizes building client relationships and providing comprehensive financial advice. New hires receive structured training, including...Full timeTraineeship
$108.8k
A leading insurance firm in Santa Clara is seeking a Bilingual Financial Professional who is passionate about serving diverse communities. This role offers competitive compensation of $108,800 annually, and requires fluency in English and proficiency in another language...Work at officeFlexible hours$41.44 per hour
Enrollment & Financial Aid Advisor (SHORT-TERM, TEMPORARY) This is a temporary, hourly position located at either Mission College in Santa Clara, CA or West Valley College in Saratoga, CA. Generally, the position is Monday‑Friday, 8:30am‑5:00pm, but hours may vary. Salary...Hourly payTemporary workMonday to Friday- New York Life is seeking a Bilingual Financial Representative to join their Greater San Jose General Office. The role involves providing tailored financial guidance and developing personalized strategies to help clients protect and grow their wealth. Candidates must be...Work at officeFlexible hours
$121.6k - $288k
...compliance professional to lead AML and compliance efforts for the TikTok LIVE platform. The role requires 5+ years in AML compliance or financial crimes advisory, strong analytical skills, and the ability to navigate fast-paced environments. You will collaborate with product...
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