Financial Advisor
$82kNorthwestern Mutual
Job Description SEAKING ROCHESTER NY FINANCIAL PLANNER \n \n About the job \n Northwestern Mutual: Rochester, NY is seeking 3-4 new Financial Advisors to join our growing practice. \n \n Northwestern Mutual is a financial services firm helping clients achieve financial security for over 160 years now. We’re in a people business—and in today’s world, people need financial planning more than ever. \n \n About the Financial Advisor role: Financial industry experience and financial degree are NOT required—our top advisors come from all backgrounds! Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business, finance, and entrepreneurism. \n \n Responsibilities : \n · Provide expert guidance and innovative solutions for the financial planning needs of individuals and businesses in the areas of retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. \n · Obtain company-sponsored state insurance licenses (215, SIE, Series 6 and Series 63). \n · Prospecting, networking and finding referrals to identify and pursue potential clients while maintaining a strong client base. \n · Maintain compliance with all rules and regulations in the financial industry. \n · Participate in weekly coaching, training, and development meetings. \n \n CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS? \n \n Many people find their calling in financial services after working in other industries. This position is a great fit for professionals with the following characteristics: \n You know how to connect with people, building personal, trusted relationships. \n Financial planning is interesting to you, and you have the motivation to learn and continue your education. \n You’re ready to earn more for your hard work. \n You have had past success in sales, athletics, military, client services, or client facing roles \n \n \n Pay range and compensation package : This career is primarily performance and commission based allowing you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $82,000 in their first year, and there is potential for much more. I NCOME GROWTH OPPORTUNITY: Year 1 | $82,000 - $100,000 Year 3 | $125,000 - $200,000 Year 5 |$230,000 - $340,000 Year 10 | $350,000+ \n \n Your compensation package includes: \n · Uncapped commission \n · Paid training/stipend \n · Bonuses/fees/benefits package \n · Residual and renewal recurring income based on a 97% client retention rate \n \n Benefits: \n · Company paid/sponsored licensing: 215 life/health/annuities, SIE, Series 6, Series 63, CFP®, and more \n · Comprehensive medical/dental/vision insurance \n · Retirement package and fully funded pension plan \n · Life and disability insurance \n · Health care and dependent care reimbursement accounts \n · Family Planning / Adoption Assistance \n · Leadership opportunities and career growth \n \n Qualifications : \n · Required: legally authorized to work in the United States (we don’t offer visa sponsorship at this time) and must live in ROCHESTER, NY (we don’t offer relocation package). \n · This role requires company sponsored licensing and contracting, which includes clearing a criminal and civil background check. \n · This role involves handling client assets and sensitive financial information. Ideally no pending bankruptcies or unresolved financial obligations—including past-due balances over $25,000, that can impact your ability to fulfill the responsibilities of the role.
- ...Financial Advisor This role can be hybrid remote depending on proximity to an office location. Company: Eagle Strategies Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice...SuggestedFull timeContract workFor contractorsWork at officeRemote work
$61k - $119k
...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...SuggestedWork at office- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Rochester market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and...SuggestedFull timeWorldwide
$150k
...Position: Financial Advisor Locations: Phoenix, AZ | Denver, CO | Remote About AQI Gallacher Capital (GC) dba Forward Wealth Founded in 1991, Gallacher Capital is a comprehensive wealth management advisory firm committed to empowering advisors through...SuggestedWork at officeRemote work$45k - $100k
...Financial AdvisorJoin 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-owned,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Overview Prudential Advisors is looking for driven, motivated self-starters in the Rochester area that are interested in a career in financial services. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the...
$46k - $48k
...and their families. Bryant & Stratton College is a Public Service Loan Forgiveness certified employer. Job Summary The Financial Services Advisor is responsible for advising and assisting current and prospective students with all aspects of financial aid. This includes...Hourly payFlexible hoursWeekend workAfternoon shift- ...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable...Full timeWork experience placementWork at officeLocal areaFlexible hours
- Description: ERP Financial Consultant Department: Enterprise Systems Group Billable Hours Goal: 80% of worked hours Position Type... ...REPORTS: None ESSENTIAL FUNCTIONS: · Be the trusted advisor to clients on system configuration and implementation, using Epicor...Full timeWeekend workAfternoon 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. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours$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...Full timeContract workFor contractorsWork at office$75k - $150k
...Job Description Job Description Financial Advisor Trainee Date posted: September 7, 2024 Pay: $75,000.00 - $150,000.00 per year Job description: *Please note that this position is only partially remote. You will need to be in office in Victor, NY 3 days a week...Contract workTraineeshipWork at officeRemote work3 days per week- ...Financial Consultant | WealthBridge WealthBridge 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...
- ...Financial Planner Job Duties: Provide financial planning and investment advisory services. Research and present investment strategies. Develop and execute retirement planning. Implement risk management and tax planning strategies. Coordinate estate planning...
$83.96k - $111.96k
...based incentives – ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and...Full timeTemporary workPart timeWork experience placementLocal areaWork visaMonday to FridayFlexible hours- The Financial Aid Counselor will assist prospective students and current students in understanding and securing financial aid options. This role is vital in ensuring compliance with federal regulations and maintaining high standards of customer service. Key Responsibilities...
- ...Description Job Objective At Roberts Wesleyan University, Student Financial Services comprises both Financial Aid and Student Accounts. The Student Financial Services Counselor is responsible for processing of financial aid and student account functions including...Work at office
$70k - $85k
...Associate Financial AdvisorOur Pittsford office in New York is looking for an Associate Financial Advisor working as part of an advisory team, and on behalf of senior advisors, helps clients achieve their financial goals. Provides client service that exceeds client's expectations...Full timeWork at officeFlexible hours- Company DescriptionTekWissen provides a unique portfolio of innovative capabilities that seamlessly combines clients insights, strategy, design, software engineering, and systems integration. Job DescriptionRequired: Oracle EBS Record-to-Report modules implementation experience...
$235k - $310k
Overview The role focuses on transactional lending, with a preference for leveraged-lending matters. Responsibilities include drafting and negotiating commitment papers, term sheets, credit agreements, and security documents. The firm prefers candidates with...Permanent employmentFull timeContract workWork at office$18.5 - $23.42 per hour
...performance-based incentives – ensuring you feel valued every step of the way. Business StabilityNBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and...Full timeTemporary workPart timeBank staffWork visaFlexible hours- ...experience by proactively identifying needs, providing tailored solutions, and helping consumer and small business customers achieve their financial goals. This includes full ownership of the customer experience from initial interaction through final resolution, ensuring a...Work at officeRemote workWeekend workAfternoon shift
$175k - $350k
...Role Summary At Citadel Securities, a leading global market maker, our team of Traders collaborates with the brightest minds in financial markets, technology, engineering and the sciences to tackle challenges in the markets. Semi-Systematic Traders leverage...$150k
...Job Description Wealth Advisor Succession Planning Rochester, NY Overview Dynamic and fast growing National RIA seeks a Wealth Advisor to play a key role in succession planning by inheriting high net worth client relationships on a collegial, client...$25 - $26.77 per hour
...Bank Of America Job Opportunity 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 and shareholders...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$28 - $38 per hour
Financial Planning Assistant - Potential Path to Associate Financial Advisor Rochester, MN | Full-Time | In Office Build Your Career in Financial Services Are you looking for an opportunity to build a long-term career in financial services while developing strong client...Full timeWork at officeImmediate startMonday to Friday- ...economic, and global trends have created enormous opportunities for Financial Services Representatives. Financial growth. Personal... ...to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University...Full timeWork experience placementLocal area
- ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on... ...banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the...Temporary workWork experience placementLocal area
$50 per hour
Company Overview: A leading global investment firm with nearly $300 billion in assets under management is seeking a Financial Planning & Analysis Analyst. This role will support firmwide financial reporting, forecasting, and strategic analysis. Job Responsibilities: Prepare...- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
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