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 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-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.
$100k
...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...SuggestedFull timeWork at officeDay shift- ...Financial Solutions Advisor - Northeast Houston Area Spring, Texas;Conroe, Texas; Conroe, Texas; Kingwood, Texas; Humble, Texas; Conroe, Texas; New Caney, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$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...SuggestedFull timeContract workFor contractorsWork at office$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Financial AdvisorYou place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills... ...your knowledge, skills, and abilities to us as a Financial Advisor. You'll be positioned for a great career!The Financial Advisor...SuggestedTemporary workLocal areaImmediate start
$70k - $90k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...visit We have an exciting opportunity for an Associate Financial Advisor to join our advisory practice in The Woodlands, TX. As an AFA,...Full timeTemporary workFlexible hours$70k - $90k
...Associate Financial AdvisorWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives... ...visit have an exciting opportunity for an Associate Financial Advisor to join our advisory practice in The Woodlands, TX. As an AFA,...Full timeFlexible hours- ...there is not an immediate opening for every location listed. 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 officeImmediate startMonday to FridayShift workDay shift
- ...classes to obtain itThe Purpose of Your RoleWe 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. Your keen focus, motivational skills and leadership...Full time
- ...but there is not an immediate opening for every location listed. 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 officeImmediate startMonday to FridayShift workDay shift
- Bank of America is seeking a Financial Advisor in Conroe, Texas, to provide tailored financial solutions and advice. Responsibilities include assisting clients with their financial goals through planning and strategic investment recommendations. The ideal candidate will...Full timeMonday to Friday
- ...who is comfortable serving clients across both segments. The Financial Planner will partner closely with the advisory team to deliver... ...in a clear, thoughtful, and actionable manner. Partner with advisors to identify planning opportunities and strengthen long-term client...Work at office
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing, gaining foundational skills to advise clients and build relationships. You’ll progress through stages, supported by Academy programs, to broader advisory roles within Bank...
- This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds...Temporary workMonday to FridayShift workDay shift
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...growing retail energy company seeking an FP&A Analyst with 3-5 years of experience to join their team! In this role, you’ll support financial modeling for acquisitions, manage KPIs, and develop insightful reports and dashboards. What You’ll Do Retail energy experience is...Full time
- ...Financial Planning And Forecasting Analyst This role will support financial planning, forecasting, and operational decision-making across the business. This role partners closely with Operations, Project Management, and Business Unit leadership to drive financial visibility...
- At Houston Methodist, the Financial Counselor position is responsible for screening patients for financial assistance programs to reduce bad debt and improve the likelihood of securing the payment for services rendered. This position assists in notifying patients of their...Temporary workReliefWork at office
- Northwestern Mutual is offering an internship for College Financial Representatives in The Woodlands, Texas. This opportunity allows students to learn how to build a financial planning practice while building valuable professional connections and skills. Interns will engage...Internship
- ...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... ..., grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayShift workDay shift
$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 timeInternshipLocal areaFlexible hours- ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge...Local area
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
$111.1k - $185.1k
...Information Systems, or related field.5+ years of experience in FP&A, financial systems analysis, or related roles within large, complex... ...scams, please bear the following in mind:McKesson Talent Advisors will never solicit money or credit card information in connection...Full time- ...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
- ...boutique wealth management firm focused on educating clients and empowering them to live their best lives. We seek an Associate Financial Advisor to build relationships, deliver expert financial advice, and craft personalized plans across retirement, investments, tax and...
$45k - $70k
...live their best lives. The firm delivers personalized, holistic financial plans and supports clients through every stage of their... ...Volante Integrated Planning is seeking an Associate Financial Advisor to join our team. In this role, you will be responsible for building...Temporary work- JPMorgan Chase in Texas is seeking a Private Client Banker in Branch Banking. You will be the main point of contact for Chase Private Client clients and other customers, managing their complete banking relationship with a proactive, education-focused approach to help them...
- ...costs, loan repayment methods and collateral specifications. Develops and maintains interest rate structure to be consistent with financial institution policies and procedures, and to be competitive with current market rates. Evaluates potential customer loan requests and...Work experience placementLocal area
- Senior Credit AnalystWe are the leading provider of worldwide smart end-to-end supply chain & logistics, enabling the flow of trade across the globe. Our comprehensive range of products and services covers every link of the integrated supply chain – from maritime and inland...Full timeContract workLocal areaWorldwide
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