Financial Advisor
$61k - $119kNorthwestern 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 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 revenue1: 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-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 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.
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West Coast University, Inc. is seeking a dedicated financial aid advisor to assist students with financial aid options and loan counseling. You will meet with students to inform them about costs of attendance and provide support with completing necessary applications. Ideal...Hourly pay- ...Organization : Name ONTARIO CA Default: Location : City ONTARIO Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing...Work at officeLocal area
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...Financial Aid AdvisorThe University of La Verne is unable to provide sponsorship for work visas at this time. Applicants must be authorized... ...communities.Job Description Summary - The Financial Aid Advisor is responsible for managing the student aid applicant process,...Work at officeLocal areaNight shift- ...Bank of America is seeking a Financial Solutions Advisor Stage I in California. You start by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learn to build client relationships, advise on financial solutions, and deliver comprehensive financial guidance...Work at office
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...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 payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...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...
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...and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community,...$60k - $70k
...open dialogue with your recruiter who can provide you more specific details for this role. Job Description: Join Our Team as a Financial Planner Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial...Work experience placementWork from home$70k - $80k
...Description The position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key duties include triaging client leads, making referrals to business partners based on client needs and asset thresholds,...Temporary workMonday to FridayShift workDay shift- Bank of America in Fontana, CA is seeking a seasoned Financial Advisor to provide comprehensive guidance and customized solutions helping clients reach their financial goals. You will triage leads, refer to partners, review goals, build plans, and recommend brokerage products...
- Bank of America in Rancho Cucamonga, CA, seeks a Financial Solutions Advisor Stage I to obtain SIE, Series 7 and Series 66 licenses and guide clients with advisory solutions until advancing to higher levels. You’ll start in a financial center delivering core banking and...
- ...~ Excellent communication skills ~ Knowledge of major software ~ Solves problems effectively ~ Well organized ~ Works well in a team ~ Great attention to detail ~3 years of experience in the financial services industry Position Type Full-Time...Full timeWork at office
$70k - $95.8k
...Business Banking Credit Portfolio Officer 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...Work at officeFlexible hoursShift workDay shift$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$133.37k - $156.9k
...Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and... ...giving, and fiduciary administration. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client...Temporary workWork experience placement- A leading educational institution in Ontario, California, is seeking an experienced financial aid advisor to support students in navigating their financial options. You will be responsible for meeting with students, reviewing their eligibility for aid, and providing loan...
$1,000 per month
Northwestern Mutual is offering an internship program for College Financial Representatives in Ontario, California. This role allows college students to build financial planning practices while developing essential networking and business skills. Interns will receive coaching...Full timeInternshipFlexible hours- An established industry player in asset management is seeking a Junior Financial Advisor to enhance profitability by supporting advisory partners. This role involves ensuring compliance, managing documentation, and engaging with high-profile clients. The ideal candidate...
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