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
$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...SuggestedFull timeContract workFor contractorsWork at office$200k
...Financial Advisor - Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning...SuggestedLocal area- ...Financial AdvisorLPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity... ...the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial...SuggestedLocal area
$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...SuggestedFor contractorsWork at office$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$115k - $125k
Financial Advisor / Financial Planner (CFP Preferred)Elm Grove, WI (Hybrid: 4 Days In Office)?? $115,000-$125,000 Base + Incentive Plan ? 33-Hour Summer Work Week ? No Commissions | No Sales Quotas | No Cold CallingBuild Financial Futures. Not Sales Pipelines.At Liberty...Summer workWork at officeWork from home- ...Financial AdvisorThe position of Financial Advisor is responsible for investment sales, including mutual funds, annuities, asset management, stocks, bonds and insurance. The Financial Advisor's primary objective is to act as a liaison with bank branches to generate sales...
$36k - $75k
...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join... ...to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match...TraineeshipHome office$45k - $100k
...Financial Advisor OpportunityJoin 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial AdvisorDBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional... ....This is an exciting opportunity for a driven Financial Advisor to join a growing firm that truly stands apart. We uniquely combine...Full timeTemporary workWork at office
$61k - $119k
...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...Full timeContract workFor contractorsWork at office- ...Job Description Job Description Financial Advisor - Client Relationship Focus At Drake & Associates , we are committed to delivering exceptional client experiences. We seek individuals who consistently exceed expectations and demonstrate a passion for building...Local area
- ...JOB TITLE: VITA Coordinator and Center for Financial Stability (CFS) Associate CLASSIFICATION: Exempt/Full Time Reports to: Director, Center for Financial Stability SUMMARY DESCRIPTION OF WORK: La Casa de Esperanza’s Center for Financial Stability...Full timeWork at officeLocal areaAfternoon shift
$41.5k - $65.5k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Contract workPart timeLocal areaImmediate startDay shift$24 - $27 per hour
Financial Operations Associate Location: Waukesha, WI Base pay range: $24.00/hr - $27.00/hr Temp to hire basis. The role is 100% on-site with hours of 8am to 5pm or 8:30am to 5:30pm Monday through Friday. Please apply for immediate consideration. Responsibilities: Complete...Contract workTemporary workImmediate startMonday to Friday$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- ...service using the latest banking solutions. You will build meaningful relationships by understanding needs and offering thoughtful financial options. The role requires sales experience, strong communication, and the ability to work within regulatory guidelines. You...
$60k - $85k
Financial Operations AssociateAmpersand, Inc. · Waukesha, WI · On-site · Full-timeAbout the RoleAmpersand, Inc. is hiring a Financial Operations Associate based on-site at our Waukesha, WI office. This is not a remote or hybrid position — you'll work daily alongside our...Work at officeMonday to Friday- ...Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to... ...WI would allow you to join Summit Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this...Full timeLocal area
- ...lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you... ...for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect...Immediate startAfternoon shift
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
- ...lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you... ...for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect...Afternoon shift
$20.25 - $24.75 per hour
...Description At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary work$18 per hour
Teller PositionStarting salary for Teller position is $18.00 an hour and up, depending on experience.The purpose of the Teller position is...This position is responsible for accurately processing deposit account and loan transactions while adhering to all policies and ...Full time- ...underwriting requests for credit extensions to new and existing commercial loan clients. The right credit analyst will perform detailed financial analysis for all lending opportunities, prepare credit approval and modification requests for presentation to loan committee by...Temporary workInterim roleLocal area
- ...by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work...Full timeWork experience placementShift workWeekday work
- ...process. Teller Full Time Genesee, MUKWONAGO, WI, US At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking a full time Teller to join our...Full timeWork at officeMonday to Friday
- ...use of profiles and established bank sales processes. Responsible for coordinating bank resources to assist clients in achieving financial goals while providing products and services which produce a profit for the bank. Provides excellent service while managing relationships...Local areaDay shift
$75k
Commercial Loan Processor The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters...- ...options, providing expert guidance on loan products. Pursue leads from satisfied customer referrals, real estate agents, and financial advisors. Ensure all loan applications and disclosures comply with federal and state regulations. Stay ahead of industry trends through...
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