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
- Description Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial... ...the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors...SuggestedLocal area
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...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- JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Midwest. JMG provides wealth... ...recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025. JMG is in search of a full-time Financial...SuggestedFull timeTemporary workWork at office
$150k
Overview Join to apply for the Financial Advisor role at Drake & Associates, LLC in Waukesha, WI. Compensation Base pay range: $150,000.00/yr - $500,000.00/yr This pay range is provided by Drake & Associates, LLC . Your actual pay will be based on your skills and experience...SuggestedFull time- A leading financial services firm is seeking a Financial Advisor in Waukesha, WI. You will provide expert financial advice, build meaningful relationships, and empower clients through purpose-driven service. This role offers flexibility, unlimited earning potential, and...
$61k - $119k
Northwestern Mutual is looking for a financial advisor in Pewaukee, Wisconsin. As a financial advisor, you will grow your client base and build personalized financial plans. The role offers performance-based earnings with average annual earnings ranging from $61,000 to...- ...Financial Advisor LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial...Local area
- Landmark Credit Union in Waukesha, Wisconsin is looking for a member service representative to assist members with their financial needs while providing exceptional service. The role involves processing loan applications, opening deposit accounts, and cross-selling financial...
$61k - $250k
Northwestern Mutual in Pewaukee, WI seeks a Financial Advisor to build a thriving practice through comprehensive training and uncapped earning potential. Responsibilities include growing a client base, creating holistic financial plans, and managing client relationships...- ...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 lasting relationships. If you are driven...Local area
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC's Wealth Management organization, you will be based in Pewaukee, WI. Financial Advisors are based within a bank...Full timeTemporary workPart timeWork experience placementWork at office
- ...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
$36k - $75k
Join Mutual of Omaha as a Financial Representative Trainee and start your journey in the financial services industry. Gain valuable skills and experience through a comprehensive program aimed at preparing you for success in selling Individual Insurance products. This role...Traineeship$36k - $75k
A financial services organization is looking for a Financial Representative Trainee to join their Accelerator Program. In this role, you... ...insurance products, and work towards becoming an independent Financial Advisor. This program offers earnings ranging from $36,000 to $75,000...Traineeship- JMG Financial Group, located in Pewaukee, WI, is searching for a dedicated Financial Advisor to join their team. The ideal candidate must have a minimum of 5 years of client-facing experience and a solid grasp of comprehensive financial planning. Responsibilities include...
$100k
...Financial Advisor Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Waukesha, WI, committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement...Local area$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...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,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Global Elite Empire Consultants is seeking dedicated individuals in a financial services position that aims to protect families. This work-from-home opportunity allows for flexibility while making a positive impact on clients' lives. The ideal candidate will possess strongcommunication...Remote jobWork from home
- Medium in Waukesha, Wisconsin is seeking dedicated individuals for a work-from-home financial services position aimed at protecting families. The ideal candidate will have a genuine desire to help others, strong communication skills, and a commitment to integrity in all...Remote jobWork from home
- ...Financial Aid Representative The Financial Aid Representative provides individualized assistance to students and families regarding the availability, eligibility, and application process for financial aid. This position supports student success by guiding applicants...Hourly payWork at officeImmediate startMonday to Friday
- Stifel is looking for a Client Services Associate to support Financial Advisors in managing client accounts and records. The role involves clerical functions, customer service, and administrative support. A High School Diploma and 2 years of relevant experience are required...
$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$61k - $119k
Northwestern Mutual is seeking a Financial Advisor in Elm Grove, Wisconsin, to guide clients in achieving their financial goals. The role involves building a client base, developing personalized financial plans, and managing these plans over time. The position offers a...$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$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...About World Investment Advisors As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals...Work from homeFlexible hours
$41.71k - $65k
...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$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,...Hourly payImmediate start- ...Overview Join to apply for the Associate Financial Advisor role at Bluespring Wealth Partners . Established in 1977, Charter Capital Management, LLC is a Brookfield-based registered investment advisory firm providing wealth management and tax preparation services to individual...Permanent employmentFull timeWork at office
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