Financial Advisor
$61k - $119kNorthwestern 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 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: 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 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 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 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. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr. #J-18808-Ljbffr Northwestern Mutual
$150k
...largest asset managers. Due to recent growth, they are hiring a Financial Consultant in their Stamford, CT, market, offering an... ..., clarity, and care. Why This Role Is a Game-Changer Trusted Advisor Status : You’ll be the go-to expert for clients navigating wealth...SuggestedWork at officeFlexible hours- ...advising clients. Now it's time to partner with a firm that's equally invested in your continued growth. At Baystate Financial, we believe our advisors deserve the same level of attention and support that they provide to their clients. We treat our advisors as our...SuggestedTemporary work
$80k - $90k
...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...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift- Senior Financial Advisor (Greenwich Market) - Greenwich, CT Lead, grow, and deepen an established book of business with M&T Bank. We’re seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong...SuggestedWork experience placementLocal area
- ...Connecticut, Rhode Island and Massachusetts. What You’ll Do Serves as a primary point of contact to investigate and determine the patient’s financial responsibility for services rendered and collect the patient’s responsibilities prior to scheduled procedures. Responsibilities/...SuggestedWork at officeLocal area
$87.4k - $123.4k
...vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their... ...Work with existing retail clients and onboard referrals from Advisors * Coordinate & Schedule a multi-meeting process with clients to...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...opportunities. You will conduct virtual consultations with clients, assess their needs, and build lasting relationships to secure their financial well-being. This role includes benefits such as a qualified lead program, advancement based on performance, and comprehensive...Remote workWork from homeFlexible hours
- ...Financial Solutions Advisor - Southern CT. Market Westport, Connecticut;Southbury, Connecticut; Cheshire, Connecticut; New Canaan, Connecticut; Fairfield, Connecticut; Norwalk, Connecticut; Ridgefield, Connecticut To proceed with your application, you must be at...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...passionate and adaptable individuals for a career with flexibility and growth opportunities. This role focuses on securing families’ financial well-being through virtual consultations and consistent client relationships. Enjoy no cold calling, a qualified lead program,...Weekly payRemote workFlexible hours
- Aogarciaagency, located in Stamford, Connecticut, seeks a passionate individual for a role focused on securing clients’ financial well-being. The ideal candidate will conduct virtual consultations, assess client needs, and build lasting relationships, all while enjoying...Remote jobFlexible hours
$65k - $80k
...Description 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...Temporary workMonday to FridayShift workDay shift$60k
...kind, caring, friendly Series 65 CFP or CFA Bachelor’s degree in finance or a related field; top grades Previous experience as a financial planner or financial analyst Excellent excel, word, power point, and Emoney skills Excellent communications and presentation...Sleeping nights$15 per hour
Take your career to the next level at Prudential Advisors ! Change your life by helping others change theirs! We have an immediate opening... ...highly motivated analytical individual to join our Northeast Financial Group firm. In general, the entrepreneurial individual who...Minimum wageFull timeContract workPart timeImmediate start- Job Overview At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day...Temporary workMonday to FridayShift workDay shift
$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...Work at officeShift 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 Full-time student; juniors...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...established Connecticut based wealth management firm is hiring a Wealth Advisor to lead and grow a portfolio of high-net-worth and emerging-... ...for assigned client relationships; deliver comprehensive financial planning, asset allocation guidance, and ongoing portfolio reviews...Full time
- ...satisfaction to your life - and that of everyone you touch. As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are: Lenox Advisors is a premier wealth and...Full timeDay shift
- ...Schwab’s disciplined approach to investing. As an Associate Wealth Advisor, you’ll support 2–4 Wealth Advisors by servicing, deepening,... ...virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs. This...Work at office
- ...Job Description Wealth Advisor - Build Your Legacy, Empower OthersType: Full-Time Location: Remote, On-site, or Hybrid (Flexible... ...Advisor, you'll have the opportunity to design personalized financial strategies that truly make an impact. Whether you're helping clients...Full timeWork at officeRemote workFlexible hours
$80k - $90k
...data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative...Work at officeLocal area$159k - $190k
...with the training and experience you need to become a Trusted Advisor to your clients. TEAM - As part of the FCB team, you will... ...strategic advice across investment management, wealth transfer, and financial planning. Develop a deep understanding of each client's...Local areaMonday to Friday$120k - $140k
...Position: Associate Wealth Advisor Location: Greenwich, CT Status: Full time, in office Compensation: $120K-$140K... ...custodied through Raymond James. We help clients make informed financial decisions through comprehensive planning and investment management...Full time$50k - $70k
...their families. We provide proactive, personalized, and holistic financial planning guidance that simplifies complexity and empowers... ...pursue their long-term goals. What You’ll Do Partner with the lead advisor to develop and deliver comprehensive financial plans aligned with...Work at officeVisa sponsorship- ...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
- ...The firm has an excellent reputation and is held in high regard. RESPONSIBILITIES Contribute to company-wide and subsidiary-level financial analysis, partnering with multiple teams to support strong performance and alignment with strategic objectives. Lead core...
$120k - $150k
...capital call and distribution requirements, and optimal funding strategies Help build pro forma models, fee-sensitivity analyses, and financial exhibits for new fund launches and bespoke SMA structures Provide senior leadership with ad hoc financial analysis Requirements...$85k - $110k
...player in shaping the future of iCapital as the firm continues to scale and expand into new areas. This role resonates across various financial activities, from accounting and reporting for revenue on various products to streamlining processes and driving scalability across...Full timeWork at officeRemote work$120k
...a career where you can leverage your experience to build a lasting advisory practice. What This Career Looks Like As a Financial Advisor, you will establish yourself as a trusted resource for individuals, families, and business owners—many of whom are already within...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours$150k - $165k
...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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