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 lifeTraining, licensing & designationsNorthwestern 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 & BenefitsPerformance-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-OnsiteQualificationsYou 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.
$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$75k - $150k
...FINANCIAL CONSULTANT page is loaded## FINANCIAL CONSULTANTlocations: OH Remotetime type: Full timeposted on: Posted 6 Days Agojob requisition... ...of trust and confidence with our client to serve as the main advisor for their wealth management needs* Discuss client investment...Suggested$75k - $150k
...Financial ConsultantThe industry role of Financial Advisor resides as a Financial Consultant at Manning & Napier. As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such...Suggested- ...Overview Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training... ..., Fortune 100 company with over $600 billion in assets. As an Advisor, you will be creating a comprehensive and individualized plan...SuggestedImmediate start
- ...Firefighters Community Credit Union in Cleveland is seeking a full-time Financial Service Representative at our Emerald Branch to assist members with sales and service, open accounts, process loans, and guide financial decisions. The role blends teller duties with platform...SuggestedFull time
- ...Senior Financial Advisor - Remote/HybridSeeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform.This opportunity is ideal for advisors looking for:Greater control over...Remote work
- ...Golden Reserve is looking for an experienced financial retirement planner for our Greater Cleveland locations (including Independence, Sheffield Village, Pepper Pike, and Akron). We understand the challenges of breaking into the financial industry and support our team...
- Bank of America in Cleveland seeks a client-focused financial adviser to help clients achieve their financial goals through tailored solutions. You will review goals, offer brokerage and banking products, and collaborate with partners to deliver comprehensive financial...
$61k - $250k
Northwestern Mutual is seeking a Financial Advisor in Cleveland, Ohio. This unique opportunity allows you to start a business focused on helping clients achieve their financial goals through personalized planning. The role involves growing your client base, building tailored...- Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in our west territory of Ohio. You will have the opportunity to work with an untouched customer base that has untapped referral potential! You will be responsible for providing discretionary...
- ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s... ...opportunities are posted here as they become available. Voya Financial Advisors, Inc., a leading Independent broker-dealer in the defined...Local area
- Prudential Advisors is looking for an experienced financial professional in the Cleveland area that is interested in working with Prudential existing client's base. This exciting position will allow you to grow your career and business, helping the people and families...
- Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals...
$61k - $250k
Northwestern Mutual is hiring a Financial Advisor in Cleveland, Ohio. The role involves building client relationships and creating personalized financial plans. Candidates should have a Bachelor's degree and entrepreneurial ambitions, with excellent time-management and...$70k - $140k
Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Description Summary: The HFA Financial Advisor Senior - Branch partner...Temporary workWork at officeRemote workWork from homeFlexible hours$200k - $250k
A dynamic wealth management firm in Cleveland is seeking driven Financial Advisors. This salaried-plus-bonus position allows advisors to focus on holistic financial planning with no pressure for cold prospecting. The role offers substantial first-year earnings between...- Senior Financial Advisor -Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform. This opportunity is ideal for advisors looking for:...Remote jobFlexible hours
- Entry Level - Financial Advisor - Cleveland (OH), Columbus (OH), Indianapolis (IN) Apply for the entry‑level Financial Advisor role at Equitable Advisors. Join a network of over 4,300 financial professionals dedicated to helping clients achieve meaningful financial wellness...Full timeWork experience placementWork at officeLocal areaFlexible hours
$28.85 - $33.65 per hour
Job Description: 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 every day....Hourly payTemporary workWork at officeFlexible hoursShift workDay shift- A financial services firm is seeking an Entry Level Financial Advisor in Cleveland, OH. Responsibilities include building client relationships and developing personalized financial strategies. Applicants should possess a bachelor's degree and be authorized to work in the...
- Northwestern Mutual in Cleveland is seeking College Financial Representatives for our internship program. You will build a portable financial planning practice while gaining guidance from local and nationwide experts, exclusive products, and the support of a Fortune 500...Full timeInternshipLocal areaFlexible hours
$82.6k - $162.8k
...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and...Local areaVisa sponsorship$125k - $175k
...Business Development Financial Advisor CAPTRUST is seeking a Business Development Financial Advisor who will assist in bringing in new clients through our custodial distribution channels. A competitive salary is offered for this role as well as excellent career growth...Temporary workWork at officeLocal areaImmediate startFlexible hours- Dew Wealth Management seeks an Associate Advisor to work with senior staff in delivering Fractional Family Office services to entrepreneurs. You’ll coordinate elite professionals and deliver strategic wealth insights, supported by rigorous training to grow credibility and...Work at office
$80k
...Our visionary model and elite team of highly entrepreneurial advisors has resulted in an aggressive growth trajectory that Inc. Magazine... ...by Investment News as one of the "Best Places to Work for Financial Advisors," and are a "Great Place to Work" certified company....Work at officeEasy work$125k - $175k
...Financial Advisor – Tempo WealthTempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Financial Advisor to join our expanding team and play a key role in providing excellent financial advice to our existing clients...Work at office- ...Financial AdvisorHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their... ...approach. Whether you are just starting your career or an experienced advisor, Hantz Group offers ongoing support for you to build your...Work at officeFlexible hours
$225k - $275k
Golden Reserve is looking for an experienced financial sales professional. This senior level sales role is responsible for leading client... ..., and serving as a culture leader and mentor for developing advisors. Advisors who establish themselves as top tier performers and...- ...with: Unlimited income potential, plus bonuses & other awards Financial support during your early years to help you build your business... ...who decide that recruiting and developing their own team of advisors. Additionally, we offer niche markets for those who specialize...Work at officeLocal areaWorldwide
$19.23 - $28.37 per hour
...Cleveland, Ohio 44120 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank... ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...Hourly payWork experience placementWork at officeDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- finance associate Cleveland, OH
- financial counselor Cleveland, OH
- associate corporate finance Cleveland, OH
- private wealth advisor Cleveland, OH
- financial consultant Cleveland, OH
- estate planning consultant Cleveland, OH
- financial planning assistant Cleveland, OH
- financial planner Cleveland, OH
- senior wealth advisor Cleveland, OH
- financial advisor associate Cleveland, OH


